•"*****'' — THE LIBRARY OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES SCHOOL OF LAW CASES ON THE LAW OF PROPERTY VOL. L PERSONAL PROPERTY. By Harry A. Bigelow, Professor of Law in the University of Chicago. VOL. II. RIGHTS IN ANOTHER'S LANDS. By Harry A. Bigelow. VOL. III. TITLES TO REAL PROPERTY. By Ralpli W. Aigler, Professor of Law in the Univorsity of Michigan. VOL. IV. FUTURE INTERESTS. By Albert M. Kales, of the Chicago Law, former- ly Professor of Law in Harvard University. VOL. V. WILLS, DESCENT, AND ADMINISTRA- TION. By George P. Costigan, Jr., Professor of Law in Northwestern University. 4 KLales Prop. (ii) CASES ON THE LAW OF PROPERTY VOLUME 4 FUTURE INTERESTS AND ILLEGAL CONDITIONS AND RESTRAINTS BY ALBERT M. KALES OF THE CHICAGO BAE AMERICAN CASEBOOK SERIES WILLIAM R. VANCE GENERAL EDITOR ST. PAUL WEST PUBLISHING COMPANY 1918 COPYKIGHT 1918 BY WEST PUBLISHING COMPANY (4 Kales Prop.) THE AMERICAN CASEBOOK SERIES The first of the American Casebook Series, Mikell's Cases on Crim- inal Law, issued in December, 1908, contained in its preface an able argument by Mr, James Brown Scott, the General Editor of the Se- ries, in favor of the case method of law teaching. Until 1915 this preface appeared in each of the volumes published in the series. But the teachers of law have moved onward, and the argument that was necessary in 1908 has now become needless. That such is the case becomes strikingly manifest to one examining three im- portant documents that fittingly mark the progress of legal education in America. In 1893 the United States Bureau of Education pub- lished a report on Legal Education prepared by the American Bar As- sociation's Committee on Legal Education, and manifestly the work of that Committee's accomplished chairman, William G. Hammond, in which the three methods of teaching law then in vogue — that is, by lectures, by text-book, and by selected cases — were described and com- mented upon, but without indication of preference. The next report of the Bureau of Education dealing with legal education, published in 1914, contains these unequivocal statements: "To-day the case method forms the principal, if not the exclusive, method of teaching in nearly all of the stronger law schools of the country. Lectures on special subjects are of course still delivered in all law schools, and this doubtless always will be the case. But for staple instruction in the important branches of common law the case has proved itself as the best available material for use practically ev- erywhere. * * * The case method is to-day the principal method of instruction in the great majority of the schools of this country." But the most striking evidence of the present stage of development of legal instruction in American Law Schools is to be found in the special report, made by Professor Redlich to the Carnegie Foundation for the Advancement of Teaching, on "The Case Method in American Law Schools." Professor Redlich, of the Faculty of Law in the Uni- versity of Vienna, was brought to this country to make a special study of methods of legal instruction in the United States from the stand- point of one free from those prejudices necessarily engendered in American teachers through their relation to the struggle for supremacy so long, and at one time so vehemently, waged among the rival sys- tems. From this masterly report, so replete with brilliant analysis (V) 6710^2 Vi PREFACE and discriminating comment, the following brief extracts are taken. Speaking of the text-book method Professor Redlich says : "The principles are laid down in the text-book and in the profes- sor's lectures, ready made and neatly rounded, the predigested essence of many judicial decisions. The pupil has simply to accept them and to inscribe them so far as possible in his memory. In this way the scientific element of instruction is apparently excluded from the very first. Even though the representatives of this instruction certainly do regard law as a science — that is to say, as a system of thought, a group- ing of concepts to be satisfactorily explained by historical research and logical deduction — they are not willing to teach this science, but only its results. The inevitable danger which appears to accompany this method of teaching is that of developing a mechanical, superficial in- struction in abstract maxims, instead of a genuine intellectual probing of the subject-matter of the law, fulfilling the requirements of a science." Turning to the case method Professor Redlich comments as follows : "It emphasizes the scientific character of legal thought ; it goes now a step further, however, and demands that law, just because it is a science, must also be taught scientifically. From this point of view it very properly rejects the elementary school type of existing legal edu- cation as inadequate to develop the specific legal mode of thinking, as inadequate to make the basis, the logical foundation, of the separate legal principles really intelligible to the students. Consequently, as the method was developed, it laid the main emphasis upon precisely that aspect of the training which the older text-book school entirely neg- lected — the training of the student in intellectual independence, in in- dividual thinking, in digging out the principles through penetrating analysis of the material found within separate cases ; material which contains, all mixed in with one another, both the facts, as life creates them, which generate the law, and at the same time rules of the law itself, component parts of the general system. In the fact that, as has been said before, it has actually accomplished this purpose, lies the great success of the case method. For it really teaches the pupil to think in the way that any practical lawyer — whether dealing with writ- ten or with unwritten law — ought to and has to think. It prepares the student in precisely the way which, in a country of case law, leads to full powers of legal understanding and legal acumen ; that is to say, by making the law pupil familiar wath the law through incessant prac- tice in the analysis of law cases, where the concepts, principles, and rules of Anglo-American law are recorded, not as dry abstractions, but as cardinal realities in the inexhaustibly rich, ceaselessly fluctuating, social and economic life of man. Thus in the modern American law school professional practice is preceded by a genuine course of study, the methods of which are perfectly adapted to the nature of the com- mon law." PREFACE Vll The general purpose and scope of this series were clearly stated in the original announcement : "The General Editor takes pleasure in announcing a series of schol- arly casebooks, prepared with special reference to the needs and limi- tations of the classroom, on the fundamental subjects of legal educa- tion, which, through a judicious rearrangement of emphasis, shall pro- vide adequate training combined with a thorough knowledge of the general principles of the subject. The collection will develop the law historically and scientifically ; English cases will give the origin and development of the law in England ; American cases will trace its ex- pansion and modification in America ; notes and annotations will sug- gest phases omitted in the printed case. Cumulative references will be avoided, for the footnote may not hope to rival the digest. The law will thus be presented as an organic growth, and the necessary con- nection between the past and the present will be obvious. "The importance and difficulty of the subject as well as the time that can properly be devoted to it will be carefully considered so that each book may be completed within the time allotted to the particular sub- ject. * * * If it be granted that all, or nearly all, the studies re- quired for admission to the bar should be studied in course by every student — and the soundness of this contention can hardly be seriously doubted — it follows necessarily that the preparation and publication of collections of cases exactly adapted to the purpose would be a genuine and by no means unimportant service to the cause of legal education. And this result can best be obtained by the preparation of a systematic series of casebooks constructed upon a uniform plan under the super- vision of an editor in chief. * * * "The following subjects are deemed essential in that a knowledge of them (with the exception of International Law and General Juris- prudence) is universally required for admission to the bar : Administrative Law. Evidence. Agency. Insurance. Bills and Notes. International Law. Carriers. Jurisprudence. Contracts. Mortgages. Corporations. Partnership. Constitutional Law. Personal Property. Criminal Law. r> i o ^ f ^^^ ^^^'■• r^ ■ ■ , T, J Keal Property. 4 2d Crimmal Procedure. (_ 3d Common-Law Pleading. Public Corporations. Conflict of Laws. Quasi Contracts. Code Pleading. Sales. Damages. Suretyship. Domestic Relations. Torts. Equity. Trusts. Equity Pleading. Wills and Administration. VIU PREFACE "International Law is included in the list of essentials from its in- trinsic importance in our system of law. As its principles are simple in comparison with municipal law, as their application is less technical, and as the cases are generally interesting, it is thought that the book may be larger than otherwise would be the case. "The preparation of the casebooks has been intrusted to experienced and well-known teachers of the various subjects included, so that the experience of the classroom and the needs of the students will furnish a sound basis of selection." Since this announcement of the Series was first made there have been published, or put in press, books on the following subjects: Administrative Law. By Ernst Freund, Professor of Law in the University of Chicago. Agency. By Edwin C. Goddard, Professor of Law in the University of Michigan. Bills and Notes. By Howard L. Smith, Professor of Law in the Uni- versity of Wisconsin, and William U. Moore, Professor of Law in the Columbia University. Carriers. By Frederick Green, Professor of Law in the University of Illinois. Conflict of Laws. By Ernest G. Lorenzen, Professor of Law in the University of Minnesota. Constitutional Lazv. By James Parker Hall, Dean of the Faculty of Law in the University of Chicago. Corporations. By Harry S. Richards, Dean of the Faculty of Law in the University of Wisconsin. Criminal Laiv. By William E. Mikell, Dean of the Faculty of Law in the University of Pennsylvania. Criminal Procedure. By William E. Mikell, Dean of the Faculty of Law in the University of Pennsylvania. Damages. By Floyd R. Mechem, Professor of Law in the University of Chicago, and Barry Gilbert, Professor of Law in the Uni- versity of Illinois. Equity. By George H. Boke, Professor of Law in the University of California. Insurance. By W. R. Vance, Dean of the Faculty of Law in the University of Minnesota. Legal Ethics, Cases and Other Authorities on. By George P. Costigan, Jr., Professor of Law in the Northwestern University. Partnership. By Eugene A. Gilmore, Professor of Law in the Uni- versity of Wisconsin. Persons (including Marriage and Divorce). By Albert M. Kales, Pro- fessor of Law in the Northwestern University, and Chester G. Vernier, Professor of I^aw in the University of Illinois. PREFACE IX Pleading {Common Lazv). By Clarke B. Whittier, Professor of Law in the Stanford University, and Edmund M. Morgan, Professor of Law in the University of Minnesota. Property (Titles to Real Property). By Ralph W. Aigler, Professor of Law in the L'niversity of Michigan. Property {Personal). By Harry A. Bigelow, Professor of Law in the University of Chicago. Property (Wills, Descent, and Administration) . By George P. Costi- gan, Jr., Professor of Law in the Northwestern University. Property (Future Interests). By Albert M. Kales, Professor of Law in the Northwestern University. Quusi Contracts. By Edward S. Thurston, Professor of Law in the University of Minnesota. Sales. By Frederic C. Woodward, Professor of Law in the University of Chicago. Suretyship. By Crawford D. Hening, Professor of Law in the Uni- versity of Pennsylvania. Torts. By Charles M. Hepburn, Professor of Law in the University of Indiana. Trusts. By Thaddeus D. Kenneson, Professor of Law in the Univer- sity of New York. Wills and Administration. By George P. Costigan, Jr., Professor of Law in the Northwestern University. It is earnestly hoped and believed that the books thus far published in this series, with the sincere purpose of furthering scientific training in the law, have not been without their influence in bringing about a fuller understanding and a wider use of the case method. The following well-known teachers of law are at present actively engaged in the preparation of casebooks on the subjects indicated be- low: Edward W. Hinton, Professor of Law in the University of Chicago. Subject, Evidence. Arthur L. Corbin, Professor of Law in the Yale University. Subject, Contracts. James Brown Scott, Professor of International Law in the Johns Hopkins University. Subject, International Lazv. A. M. Cathcart, Professor of Law in the Stanford University. Sub- ject, Code Pleading. Harry A. Bigelow, Professor of Law in the University of Chicago. Subject, Property (Rights in Another's Lands). William R. Vaxce, General Editor. January, 1918. AUTHOR'S PREFATORY NOTE This collection of cases for the American Casebook Series is an abridg- ment of a larger casebook, also published by the West Publishing Com- pany, covering more fully the same subjects as are here presented. The larger edition contains approximately twice as many pages and is de- signed to serve a course for which two lectures a week are assigned. This abridged edition is suitable for a course of two lectures each week for half a year. Both the larger and smaller editions are designed for use with Profes- sor Aigler's casebook on Titles, published in the American Casebook Series. Professor Aigler's collection includes the subjects of dower, curtesy, joint ownership, fraudulent conveyances, and registration, and these subjects have therefore been omitted from both the larger arid the abridged edition of this casebook on Future Interests. The compiler of these cases in this preface (as also in the preface to the larger edition) acknowledges his great indebtedness to the Harvard Law School, first, for the privilege of using Mr. Gray's collection of cases in preparing the manuscript for this work ; and, second, the op- portunity of giving at the Harvard Law School during the year 1916- 1917, the course known as Property 111, and in this way testing with the class the effectiveness of the arrangement and cases now presented. It is the desire of the compiler, through this abridged edition, as well as through the larger edition, that Mr. Gray's collection of cases and his analysis of the subjects dealt with should continue to live and serve the great body of law students of the country, and that the present work, in the abridged edition as well as the larger one, while it must bear another's name, should play an important part in achieving that e"d- Albert M. Kales. Cambbidge, June 1, 1917. (xi)* TABLE OF CONTENTS PART I Classification of Future Interests CHAPTER I Rights of Entry fob Condition Broken Section Page 1 . Validity and Construction 1 2. Who may Take Advantage of the Breach of Condition 5 3. Mode of Perfecting a Forfeiture 10 4. Relief Against Forfeiture 12 I. License 12 11. Waiver 15 CHAPTER II Escheat and Possibilities of Reverter 20 CHAPTER III Reversions, Vested Remainders and Executory Interests 30 CHAPTER IV Contingent Remainders 1. Validity 41 2. Construction 66 3. Alienability '. 81 CHAPTER V Limitations to Classes 9G CHAPTER VI Freehold Interests' Subject to a Term 103 CHAPTER VII Rule in Shelley's Case 110 CHAPTER VIII Future Interests in Personal Property 1. Chattels Real 145 2. Personal Property Other than Chattels Real 171 4 Kales Prop. (xiii) xiv TABLE OF CONTENTS PART II COXSTRUCTIOX OF LIMITATIONS Section CHAPTER I Page Introduction 1S4 CHAPTER II Meaning of Heirs in a Limitation to tjie Testator's Heirs or the Heirs of a Living Person 190 CHAPTER III "Survivor" Construed vs. "Other" 197 CHAPTER IV Vesting of Legacies 204 CHAPTER V Guts Over Upon the Death of a Previous Taker Simpliciter, or Without Children, or Without Issue Surviving the First Taker 235 CHAPTER VI Gifts on Failure of Issue 245 CHAPTER VII Implication of Cross-Limitations 256 CHAPTER VIII Determination of Classes « 257 CHAPTER IX Divesting Contingencies and Conditions Precedent to the Taking Effect of Executory Devises and Bequests 1. Failure of Executory Devise or Bequest 279 2. Failure of Preceding Interest 292 :). Acceleration 29S TABLE OF CONTENTS XV PART III Powers „ ,. CHAPTER I Section Page Operation, Classification, Release and Discharge 301 CHAPTER II Contracts to Appoint and Appointments in Fraud of the Power. . 315 CHAPTER III ScRvivAL OF Powers 333 CHAPTER IV Powers in Trust and Gifts Implied in Default of Appointment. . 344 CHAPTER V Appointed Property as Assets 357 CHAPTER VI Defective Execution 365 CHAPTER VII What Words Exercise a Power 379 CHAPTER VIII Powers in Life Tenants to Dispose of the Fee 401 PART IV Rules Against Perpetuities CHAPTER I The Rule and Its Corollaries 40S CHAPTER II Interests Subject to the Rule 4G1 CHAPTER III The Rule Against Perpetuities Distinguished from the Rule Which makes Void Restraints on Alienation, and Provisions Requiring a Trusteeship (Otherwise Valid) to be Effective at Too RE^roTE a Time 407 4 Kales Prop. — b XVi TABLE OF CONTENTS Sfectlon CHAPTER IV Page Limitations to Classes 519 CHAPTER V Sepabable Limitations, Independent Gifts, and Limitations to a Series 533 CHAPTER VI Modifying Clauses 557 CHAPTER VII Powers 563t CHAPTER VIII Charities 57S PART V Illegai. Conditions and Re;straints chapter i Forfeiture of Estates of Inheritance 1. On Alienation 597 2. On Failure to Alienate 607 CHAPTER II Forfeiture on Alienation of Estates for Life and for Tears. ... 636 CHAPTER III Restraints on the Alienation of Estates of Inheritance 648 CHAPTER IV Restraints on the Alienation of Estates for Life and for Years 662 CHAPTER V Indestructible Trusts of Absolute and Indefeasible Equitable Interests 695 CHAPTER VI Illegal and Impossible Conditions 703 TABLE OF CASES [titles of cases printed uerein are set in ordinary type, cases cited in footnotes abe indicated by italics.] Page Abbiss V. Burnev 449 Abbott V. Bradstrect 192, 193 Abbott V. Essex Co 246 Abbott V. Jenkins 45, 77 AbeVs Case 110 Abrams v. Watson 25 Adams v. Savage lOG Adams v. Yakntitie 3 Adams* Trust 237 Adamson, In re 651 .^tna Life Ins. Co. v. Hoppin. .88, 130 JEtna Life Ins. Co. v. Hoppin. .32, 45 Airey v. Boicer 399 Alexander v. Masonic Aid Ass'n. . 193 Allen, Matter of 264 Allison V. Allison 192, 193 Ambler v. Woodbridge 23 Ames V. Cadogan 391 Amory v. Meredith 396 Amory v. Meredith 399 Anderson v. Anderson 136 Anderson v. Carj^ 651 Anderson v. Jackson 246 Anderson v. Menifee 232 Andre ii; v. Andrei'- 297 Andrei's v. Lincoln 204, 232 Andrews v. Partington 265 Afidreics v. Yoye 611, 630 Angus v. Noble 506 Annin's Ex'rs v. Vandoren's Adm'r 626 Anonymous 175 Anonymous 171, 600, 635 Archer v. Brockschmidt 143 Archer v. Jacobs 99 Archer's Case 43, 116 Archer's Case 42, 45 Armstrong v. Barber 517 Armstrong v. Kent 635 Arnold v. Woodhams 651 Ashforth, In re 4S5 Ashley v. Ashley 444 Ashley v. Ashley 257 Ashmore's Trusts, In re 225 Ashto)i's Estate, In re 193 Askeiv V. Askew 198, 257 Astley V. Micklethicait 50, 58 Atkins V. Hiccocks 207 Atkinson v. Barton 257 Atkinson v. Doivling 307, 312 4 Kales Prop. (xy Page Attorney General v. Corporation of South Mmdton 3 Attorney General v. Gleg 343 Attorney General v. Hall 608 Attorney General v. Merrimack Mfg. Co 4 Attorney General v. Wax Chand- lers Co 3 Attaater v. Attwater 599 Atwaters v. Birt 3.34 Augustus V. Seabolt 299 Austin V. Cambridge Port Parish.. 4, 10 Averill, In re 276 Avem V. Lloyd 446 Avery v. New York Cent, etc., R. Co a Avery v. U. S 4 Ayer v. Aycr 634 Ayling v. Kramer 3 Ayton V. Ay ton 260 Bacon, In re 343 Badger v. Gregory 198 Baggett V. Meiix 650 Bagshaw v. Spencer 113 Bailey v. Morris 45 Bails V. Davis 116 Bainton v. Ward 362 Baleh V. Pickering 201 Ballance v. Fortier 2 Bangs v. Sm ith 399 Banks v. Easkie 468 Barber's Will. In re 192 Barclay v. Piatt 32 Barker v. Barrows 4 Barlow v. Barlow 136 Barlotc v. Salter 255 Barnitz v. Casey 86 Barr v. Gardner 55 Barrett v. Barrett 291 Bartholomew, In re 204 Barton v. Barton 617 Barton v. Briscoe 314, 651 Barton v. Thaw 475 Bastard v. Proby 115 Bateman v. Faher 651 Batcman v. Gray 265 Bates v. Gillett 67 Batsford v. Kebbell 218 ii) xvni TABLE OF CASES Pago Bax V. Whithrcad 332 Bayley v. Morris 11^ Bvachcroft v. Broome <''f>'^ Bcnrd v. Wcstcott -^7 Bcckton V. Barton --^J Bcldinff V. J'orsous 5J> Belficid V. Booth 532 Bell r. Bair fi51 Belmont v. O'Brien 343 Bcnee, In re 54S Betwough r. Edridge 430 Bennett v. Bennett 143 Bennett r. Morris 45. 55 Benton. In re 650 Bergman v. Arnhold 75 Berrien v. Berrien 335 Berry v. Williamson 115 Beverley's Case 110 Beyfus v. Lawley 332, 361 Bey f us v. Lawley 364 Bibhem v. Potter 237 Bieldey v. Guest 311 Bi{]elow V. Cady 505 Bilderhack v. Boyce 390 Bindon (Lord) v. Earl of Suffolk 237, 238 Bingha/m's Appeal 390 Bird V. Luekie 196 Black more v. Boardman 468 Blakcman v. Miller 493 Blanchard v. Blanchard 88 Blanchard v. Brooks 87 Blanchard v. Detroit, L. & L. M. R. Co 3 Bland v. Bland 60S, 669 Blatchford v. Xewbcrry 299 Bleccker v. Smith 24 Blomfield v. Eyre 284 Blore V, Sutton 369 Blunt's Trusts, In re 588 Boatman v. Boatman 88 Bochm V. Baldwin 96 Bolding v. Strugnell 225 Bolls V. Winton 35 Bond V. Moore 61 Bond V. Moore 55, 95, 196 Bonnitcell v. Madison 24 Booth, In re 241 Booth V. Booth 209 Boothhy v. Boothby 88 Boraston's Case 42, 45, 69 Boscawen v. Bliss 14 Boston Safe Deposit & Trust Co. V. Collier 657 Boston Safe Deposit d Trust Co. V. Luke 690 Bourke's Trusts, In re 237 Bowen, In re 586 Bowen v. Lewis 124 Botven v. Scoireroft 238 Baices v. Goslctt 609 Bowler v. Bowler 67 Pago Bowles, In re 460 Bown, In re 650 Boyee v. Boyrc 706 Boi/d V. Strahan 175 Boyes V. Cook 399 Boykin v. Anerum 95 Braclenbury v. Gibbons. .. .57, 60, 99 Bradford v. Griffin 35 Bradford v. Monks 343 Bradley v. Peixoto 002 Bradly v. Westeott 6:35 Bradshaw, In re 323 Bradshaw v. Bradshaw 323 Bradstreet v. Clark 24 Brandon v. Robinson 662 Brant v. Virginia Coal & Iron Co 401 Brassey v. Chalmers 335 Bray v. Bree 564 BrechbeUer v. Wilson 80 Brcdenburg v. Bardin 335 Brennan v. Brennan 706 Brian v. Cawsens 608 Brickenden v. Williams 356 Bristow V. Boothby 563 Broadway Bank v. Adams 687 Brokaw v. Ogle 88 Bromley v. Smith 88 Brook, In re 192 Brook V. Pearson 647 Brookman v. Smith 296 Broomfield v. Crowder 69 Brown v. Brown 32,192,193 Broivn v. Chicago d N. W. R. Co 3 Brown v. Eiggs 345, 350 Broton v. Kelh r 2 Brown v. Lyon 136 Broivn v. Macgill 694 Brown V. Renshaw 305 Brown v. Tilley 4 Browne, In re 468 Broione v. Browne 52, 78 Bruce V. Charlton 204 Brummell v. Macphcrson 14 Brummet v. Barber 178 Bryan v. Spires 35 Buck V. Lantz 86 Buckley v. Simonds 34 Bucklin v. Crcighton 115, 143 Buckton V. Hay 497 Bull V. Kingston 609 Bull V. Pritchard 52, 78, 234 Bullard V. Goffe 116 Bullock, In re 676 Bulteel V. Plummcr 323 Bunn, In re 225 Burleigh v. Clough 45, 390, 635 Burrough v. Foster 246 Burrough v. Philcox 347 Burton v. Gagnon 84, 190 TABLE OF CASES ZIX Page Bushl)y V. Dixon 105 Butcher V. Butcher ?>'.V2 Butcher V. Leach 2'2C, Butter field v. Reed G!)f» Cadell V. Palmer 430 CalUson v. Morris 04 Cambridge v. Rous 237 Camp V. Cleary 598, 603 Canedy v. Haskins 116 CantiJlon's Minors, In re 208 Caraher v. Lloyd 87, 88 Carpenter v. Hubbard 115 Caripenter v. Sangamon Loan d Trust Co 238 Carroll v. Biim-s 136 Carter v. Bloodgood's Ex'rs 201 Carter v. Carter 32 Carter's Heirs v. Carter's Adm'rs 716 Carthew v. Euraght 346 Cartlcdge, In re 204 Canrardine v. Carwardine 45 Cash man's Estate, In re 407 CaskclTs Trusts, In re 650 Cassidy v. Mason 4 Casterton v. Sutherland 346 Cattlin V. Brown 550 Chadock v. Cowley 245 Chadu-ick v. Parker 11 Chaffers v. Abell 204 Chains V. Doe 57 Challis V. Doe d. Evers 536 Chamberlain v. Hutchinson 356 Chamberlain v. Runkle 143 Chamberlayne v. Brockett 591 Chambers v. Tulane 335 Chandos v. Talbot 205 Chapin v. Crow 81 Chapin v. Nott 84 Chapman v. BUssett 261 Chapman v. Cheney 95 Chapman v. Pingree 3 Cheney v. Teese 67 Chettvood v. Winston 250 Cliild V. Baylie 150, 408 Child V. Baylie 151 Cholmondley v. Meyrick 205 Christ's Hospital v. Grainger.... 578 Chudleigh's Case 42 Cincinnati v. Babb 705 City of Peoriu v. Darst 41, 81 Clache's Case 257 Clatlin V. Claflin 698 Claflin V. Claflin 657, 702 Clapp V. Foglcinan 248 Clapp V. Ingraham 357 Clark V. Henry 237 Clark V. Middlesicorth 407 Clark V. Neves 136, 143 Clark V. Shaiven 32 Page Clarke v. Fay 94 Clarke's Trusts, In re 651 Clny, In re 338 Clay V. Clay 193 Clay V. Hart 335 Clemens v. Heekseher 143 Clere's Case 30. 301, 379 Clerk V. Day 116 Clifford V. Clifford 369 Clinfelter v. Ayres 335 Clive V. Carew 651 Clobberie's Case 204 Cloberry v. Lampen 204 Close V. Railroad 4 Coates Street, In re 87, 88 Cole V. Creyon 264 Cole V. SGtcell 45, 198 Cole V. Wade 343 Coleman, In re 670 Collins V. Brackett 4 Columbia Trust Co. v. Christo- pher 314 Comberbach v. Perry n 260 Combs V. Combs 635 Com. V. Crowley 193 Com. V. Duffield 301, 364 Compton V. McMahan 338 Conduitt V. Soane 261 Conklin v. Egerton's Adm'r 338 Cannelly v. O'Brien 94 Conner v. Johnson 264 Conrad v. Lang 704 Constable v. Bull 237 C'ooA; V. Cook 97, 101 Cook V. Councilman 135 Cook V. Hammond 86 Cook's Estate, In re 299 Cookes' Contract, In re 343 Coombes, In re 650 Cooper V. Cooper 198 Cooper v. Martin 367, 378 Cooper V. Stuart 484 Coover's Apipcal 299 Corbet's Case 600 Corporation of Bristol v. West- cott 15 Corr V. Corr 208 Cory V. Cory 24 Cote's Appeal 86, 87 Cotton V. Heath 153 Courtenay, In re 265 Cov V. Cunninf/hani 2 Craft V. Indianapolis, D. d W. R. Co 41 Crai-g v. Warner 55 Graven v. Brady 299 Crawford v. Wearn 143 Creery v. Lingwood 237 Crigan v. Baines 237 Crocker v. Old South Society 24 Croughton's Trust, In re 650 xz TABLE OF CASES Page Crozier v. Crozier 284, 299 Cruder v. Phelps 704 Cnimp I', yoruood 55. 136 Cummiugs v. Hamilton 95, 96 Cumston v. Burthtt 399 CunUffe V. Brauckcr 52, 58 Cunningham v. Moody 72. 75 Carrey, In re 651 Curtis V. Liikin 596 Curtis V. Price 113 Cuthbert v. Pitrrier 635 Dale V. Bartley 299 Daniel v. Thomson 250, 251 Dart V. Dart 87 Daubeney v. Cockbnrn 364 Davenport v. Queen, The 20 Davids' 'Trusts, In re 385 Davidson v. Dallas 267 Davics, Ex parte 252 Davies v. Euguenin 314 Da vies V. Aloreton 25 Davies v. Thorns 384 Davies' Trusts. In re 356 Davis V. Christian 335 Davis V. Ripley 96 Dawbin, In re 651 Deadman v. Yantis 32 Dean. v. Dean 60 Dean v. Eandley 237 Dee V. Dee 96 Delaney v. McCormack 196 Den V. Allaire 246 Dendy v. Xicholl 16 Denn d. Nowell v. Roake 387 Demi d. Nowell v. Roake 390 Dennett v. Dennett 55, 115 De Peyster v. Michael 598 Deticold, In re 647 Devisme v. Mello 259 Dewar v. Brooke 232 De Wolf V. Middleton 196 D ick V. Harby 335, 336 Diffenderfer v. Board of Public Schools 468 Diltard v. Dillard 343 Dixon, In re 616 Dog v. Baker 11 Doe V. Considine 67 Doe V. Eyre 287 Doe V. Frost 196 Doe V. Gladwin 24 Doe V. Laming 136 Doe V. Peck 24 Doe V. Pearson 599 Doe V. Pritchard 14 Doe V. Provoost 67 Doe d. Anihler v. Woodbridge. . . . 23 Doe d. Blomfield v. Eyre 284 Doe d. Boscaicen v. Bliss 14 Doe d. Comberhach v. Perryn. . . . 260 Page Doe d. Freeman v. Bateman 2 Doe d. Gallini v. Gallini 124 Doe d. Gorges v. Webb 256 Doe d. Herbert v. Selby 45, 534 Doe d. Mussell v. Morgan 45 Doe d< Norfolk v. Hawke 604 Doe d. Noivell v. Roake 390 Doe d. Pilkington v. Spratt 193 Doe d. Planner v. Scudamore. . . . 76 Doe d. Planner v. Scudamore . ... 45 Doe d. Scott V. Roach 45 Doe d. Stevenson v. Glover 609 Doe d. Tanner v. Dorvell.. .72, 75, 256 Doe d. Willis v. Martin 70 Doe ex dem. Wigan v. Jones 302 Dommett v. Bedford 641 Donnelly v. Eastes 24 Dorr V. Lovering 556 Dott V. Cunnington 143 Doty V. B urdick 2 Douglas v. Congreve 115 Dove V. Torr 192, 193 Doyley v. Attorney General 345 Drake v. Attorney General 363 Druecker v. McLaughlin 3 Drummond's Ex'r v. Drummond. . 291 Drury v. Drury 96, 264 Ducker v. Burnham 67, 88, 94 Dugdale, In re 603 Duke V. Dvches 175 Duke of Norfolk's Case 153, 408 DuU's Estate, In re 143 Dutupor's Case 12 Dumpor's Case 14 Duncan v. Bluett 115 Duppa V. Mayo 11 Dusenben-y v. Johnson 284 D'Wolf V. Gardiner 87 Dales V. Drake 356 Early v. Earhj 86 Earnhart v. Earnhart 135 Eaton V. Boston Trust Co 690 Eaton V. Brown 189 Eaton V. Smith 343 Eaton V. Straw 297, 634 EavestafC v. Austin 298 Eccles V. Birkett 230 Eckhart v. Irons 3 Eddowes v. Eddowes 101 Edie v. Babington 359 Edward Clere's Case 36, 301, 379 Edwards v. Burt 88 Edwards v. Edwards 237, 238 Edwards v. Hammond 69 Edwards v. Varick 87 Egerton v. Massey 53 Egerton v. Massey 55 Eichelbergcr v. Barnitz 250 Elliott V. Elliott 209 Elliott V. Smith 237 TABLE OF CASES XXI Page Ellis's Trusts, In re 651 Elyton Land Co. v. South & N. A. R. Co 3 Emmet's Estate, In re 265 Emperor v. Rolfe 205 EfjuitabU TruMt Co. v. Fisher 41 Evans v. Evans 135 Evans v. Scott 205 Evans v. Walker 172, 449 Evans v. Weatherhead 143 Eve, In re 204 Eyres v. Faulkland 170 Faber v. Police 45 Faith V. Boules 4 Faloon v. Simshauser 97 Fargo v. Miller 196 Farnam v. Faniam SO Farrar v. McCue 336 Fancell v. Easton 24 Faulkner v. Lowe 343 Faulkner v. Wynford 347 Fernclei/s trusts. In re 502 resting V. Allen 50, 78 Fcsting v. Allen 57 Field V. Providence 4 Fifer v. Allen 238 Finch V. Lane Fitehie v. Brown Fitzgerald v. Sta7idish Flanders v. Clark Fleming v. Buchanan 359, Flinn v. Davis 250, Flower, In re Forbes v. Peacock Forsythe r. Lansing's Ex'rs Fortescue v. Satterthwaite Forth V. Chapman Fortier v. Ballance Fosdick V. Fosdick Foster v. Roberts Fothergill v. Fothcrgill Foulkes V. Williams Foiclcr v. Black Fox V. Fox Fox V. Fox Fox's Estate Frazer v. Board of Sup'rs Freeland v. Pearson Freeman v. Bateman Frith, In re Frogmorton v. Holyday Frogmorton v. Wharrey 45, Frost, In re Fuller v. Chamier Fu7ik V. Eggleston Furness v. Fox Furnish v. Rogers Fusselman v. Worthington Page Galland v. Leonard 237 Oallinger v. Farlinger 599 Gallini v. Gallini 124 Game, In re 502 Garde Broicne, In re 468 Garfoot v. Garfoot 337 Garland v. Smyth 198 Garrison v. Hill Gaicler v. Standerwick. Genet v. Ilunt. 422 335 608 364 626 577 335 94 87 248 444 S8 369 399 143 227 232 201 55 349 . 2 196 292 117 490 116 399 204 . 88 2 Gaines v. Fender 343 Gainsford v. Dunn 332 86 205 574 Gibson v. Doeg 24 Giles V. Austin 25 Giles V. Little 407 Gill V. Worrall 257 Gilman v. Bell 359 Gilmore v. Severn 264 Gimblett v. Purton 265 Girard Triist Co. v. Russell 595 Glover v. Condell 40 Glover v. Stillson 407 Gluck V. Elkan 24 Godfrey v. Davis 261 Godfrey v. Ilarben 360 Colder v. Bressler 343 Golladay v. Knock 81 Gooch V. Gooch 101 Goodder v. Edmunds 577 Goodill V. Brigham 37 Goodrich v. Goodrich 96 Goodright v. Davids 16 Goodiitle v. BiUingion 45 Goodtitle v. White 55 Goodtitle d. Gurnall v. Wood 417 Goodwin v. Clark 562 Gore V. Gore 1^^ Gorges v. Webb 256 Gorman v. Byrne 301 Gotch V. Foster 234 Goulder, In re 606 Gowland v. De Faria 88 Gozzard v. Jobbins 606 Graeft v. De Turk 332 Grant v. Lyman 386 Gray v. Blanchard 3 Gray v. Chicago, If. d St. P. R. Co 4, 10 Gray v. Lynch 343 Great ed v. Created 297 Greaves v. Simpson 116 Green v. Bridges 25 Green v. Harvey 616, 635 Green v. Hewitt 32 Green v. Spicer 663 Green's Case 16 Greene v. O'Connor 4 Greenough v. Welles 338 Greenwood v. Yerdon 246 Gretton v. Howard 136 Grey's Settlements, In re 650 Grimshaw's Trusts, In re 232 Grimwood V. Moss 16 XXll TABLE OF CASES Page Gross V. Bheeler 143 Grosvenor v. Boxccn 307, 314 Guernsey v. La^( ar G90 Gulliver V. Taux 616 Gulliver v. Wickett 292 Gnmall v. ^Vood 417 Gutman v. Buckler 343 Gwilliam, v. Rowel 337 Uudcox V. Cody 264 Hadley, In re 303 Badlcjj V. Ifadleii 343 Haffar, Adni'r, v. Buek 25 H agger v. Payne 25!) Haisht, In re 719 Hall V. Bliss 400 Ball V. La France Fire Engine Co 45, 94 Hall V. Nute 67 Hall V. Priest 246 Hall V. Robinson 635 Hall V. Terry 204 Hall V. Thayer 136 Hamel v. Minneapolis St. P. & S. .v. M. Ry 4 Hamilton v. Wentworth 116 Hamlet, In re 244 Hammond v. Port Royal & A. R. Co 3 Hamilton v. Rather 143 Hancock, In re 548 Hanna v. Haices 45, 115 Hannaford v. H annaford 256 Hanson v. Graham 219 Hardin v. Forsythe 2 Harding v. Glyn 344 Hargreaves, In re 453 Harman v. Dickenson 197 Harrin-gton v. Harte 364 Harriets Trust, In re 356 Han-is v. Davis 297 Harris v. Shaw 3 Harris v. Smith 250 Harrison v. Foreman 279 Harrison v. Harrison 198, 427 Hart's Trusts, In re 218 Hartshorne v. Watson 11. 16 Harvard College v. Batch 75, 390 Hm-vey v. Ballard 113 Harwood v. Shoe 704 Hassam v. Hazen 399 Howard v. Peavey 80, 94 Hawden v. Hawdcn 115 Hawke v. Euyart 723 Hawkins v. Kemp 334 Hawley v. Eafitz 4 Hatcthorn v. Ulrich 332 Hayes v. Oatley 363 Hays V. St. Paul Church 3 Hayicard, In re 237 Hay ward v. Spaulding 45, 65 Page Heard v. Read 193, 196 Henderson v. Cross 609 Henderson x\ Hill 88 Herbert v. Selby 45, 534 Herbert v. Webster 502 Hcrrell v. Sizeland 2 Ilervcy v. McLaughlin 238 Hess V. Lakin 116 Hicks V. Pegues 86 Hide V. Parrat 171 Higinbotham v. Holme 647 Hill V. Barclay 25 Hill V. Chapman 258 Hill V. Chapman 97 Hill V. Hill 88, 94, 183 Hill V. Schwarz 328 Hillhouse v. Chester 86 Hincksman v. Smith 88 Hind V. Poole 343 Hindson v. Wood 196 Hinrichsen v. Jlinrichsen 94 Hoare v. Parker 172 Hoath V. Hoath 218 Hoi ford. In re 276 Holland, In re 647 Holland v. Alsop 198 Holland v. Wood 264 Hollander v. Central Metal Co 492 Hollis' Hospital, In re 475 Hollister v. Shaio 390 Holloway v. Holloway 190 Holmes, In re 650 Holmes v. Coghill 359, 364 Holmes v. Godson 612 Holmes v. Gordon 617 Holmes v. Penny 692 Holmes V. Prescott 52, 57, 78 Hooper v. Cummings 3, 24 Hopkins v. Grimshaw 588 Hopkins v. Phelps 533 Home V. Lyeth 143 Horner v. Chicago, M. & St. P. R. Co 4 Horner v. Swan 312 Horton v. New York Cent. & H. R. Co 25 Hoskins' Trusts, In re 363 Houell V. Barnes 335 Houghton, In re 238 Houghton v. Brawn 238 House V. Jackson 94 Houston & T. C. R. Co. v. Ennis- Calvert Co 4 Howe V. Hodge 95 Howe V. Morse 506 Iloyt v. Ret Cham 4 Hubbard v. Raw son 633 Hubbird v. Goin 260 Hudson, In re 257 Hudson V. Hudson 257 Hudsons, In re 205 TABLE OF CASES zxni Page Hughes V. Ellis 296 Hughes V. Ellis 297 Hnjrhes v. Saver 24S Hughes V. Turner 385 Hulburt V. Emerson 250 Hull V. Palmer 690 Humane Soeiettf r. MrMurtrie . . . 288 Humphrey v. Campbell 359 Hunter V. Galliers 636 Hum/ V. Morgan 198 Hurst V. Hurst 291, 647 Hurto V. Grant 24 Hutchings, In re 650 Hutchinson v. Maxwell 694 Ide V. Ide 252. 626. 634 Incorporated Village of Ashland r. Grciner 4 Inderuwk v. Tatchell 203 Ingham v. Ingham 237 Innes v. Sayer 371 Innes v. Sayer 375 Iredell v. Iredell 265 Irish V. Antioch College 41 Irvine v. Neiclin 45, 52 Jackson v. Allen 24 Jackson v. Bull 626 Jackson v. Hohhouse 651 Jackson v. Jaekson 369 Jackson v. Noble 282 Jackson v. Xohle 286, 288 Jackson v. RoMns 622 Jackson v. Fon Zedlitz 694 Jackson v. Wahlron 87 Jarvis v. Wyatt 45 Jeanneret v. Polack 651 Jee V. Audley 413 Jeffers i'. Lampson 87. 94 Jeffreys v. Conner 241 Jenkins v. Bonsai 86, 87 Jenkins' Trusts, In re 297, 621 Jenncy v. A ndreics 363 Jesson V. Wright 118 Jesson V. Wright 124 Johnson v. Askey 196 Johnson v. Battelle 75 Johnson v. Jacob 45 Johnson y. Touchet 375 Jones, In re 621 Jones V. Carter Kj Jones V. Clifton 359 Jones V. Morgan 113 Jones V. Picketts 88 Jones V. Rces 143 Jones V. Tucker 382 Jones V. Westcomb 292 Jones V. Westcomb 292 Jones V, Winwood 303 Jordan v. Adams 124 Joslin V. Hammond 237 Jourolmon v. Massengill 690 Page Jiill V. Jacobs 78, 299 Kean's Lessee v. Hoffecker 86 Keep's Will. In re 198 Kellett V. Shcpard 55, 192 Kellcy V. Mvins 626, 635 Kemp V. Kemp 332 Kendall v. Gleason 193 Kcnnard v. Kennard 67 Kennedy v. Kingston 347 Kepler v. Larson 130 Kepler v. Reeves 116 Kessner v. Phillips 656 Kevern v. Williams 269 Kew V. Trainor 14 Keyser's Appeal 656 Kilpatrick v. Mayor 4 Kinch V. Ward 136 King v. BurchcU 600 King v. Norfolk d W. R. Co 4 King v. Shelton 702 Kin{jman v. Harmon 88 Kirkpatrick v. Kirkpatrick 75 Klingman v. Gilbert 444 Knight v. Broicne 647 Knight v. Pottgieser 32, 67 Knr}.r V. Barker 143 Kountz's Estate, In re 204, 232 Kron V. Kron 40, 41 Kuhn V. Webster 634 Lake V. Brown 41 Lakey v. Scott 86 Lambert v. Thicaites 347 LampeVs Case 87, 88, 149 Lane v. Del)enham 338 Lane v. Goudge 222 Lanesborough v. Fox 564 Lantsbery r. Collier 577 Large' s Case 606 Lassells v. Lord Cornwallis 362 Latimer v. Latimer 34 Latimer v. Waddell 603 Laicrcnce v. Laurence 506 Lawrence v. Pitt 86 Laurence's Estate, In re 574 Lawton v. Corlies 193 Leake v. Robinson 232, 234, 519 Lechmere & Lloyd, In re 58 Lechmere & Lloyd, In re 58, 60 Lee V. Lee 192 Lee V. Simpson 399 Leggett v. Dorcmus 303 Lemaeks v. Glover 45 Le Maitre v. Bannister 608 Leng v. Hodges 415 Leonard v. Haicorth 506 Leonard v. Sussex 113 Lester r. Garland 647 Letchworth r. Vaughan 4 Letcin v. Killey 237 Lewis V. Claiborne 246 xxiv TABLE OF CASES Page Lewis V. Lewellyn 391 Lewis V. Palmer 407 Liddi/ V. Kennedy H Ughihurne r. GUI 609 Li'lley v. Fifty Assoeiatcs 25 Littlefield v. Mott 40 Little Rod: Granite Co. v. Shall. . 25 Lloyd V. Carew 408 Lloyd V. Tweedy 621 Locke V. Lam b 232 Lockyer v. Savage 636 Locton V. Locton 337, 338 Loddington v. Kinie 49 Lofton V. Murchison 96 Tvoudon & S. W. R. Co. v. Gomm. . 461 Long V. Blackall 416 Long V. Moore 4 Ix)nghead d. Hopkins v. Phelps. . 533 Lord V. Bunn 666 Lord V. Comstocli 143 Lord Bindon v. Earl of Suf- folk 237, 238 Lord Stratheden, In re 594 Lord Townshend v. Windham .... 362, 364 Los Angeles University v. Swarth 3 Lovat V. Lord Ranelagh 25 Low V. Burron 412 Loice V. Land 198 Lonman, In re 297 Luddy, In re 237 Lunt V. Lunt • 702 Luxf ord V. Cbeeke 67 I/yle V. Richards 45 I/yons V. Bradley 55G McBee, Ex parte 13G McCall V. Lee 178 McCampbell v. Mason. . .41, 45, 81, 95 McCartney v. Hunt 2 McConnell v. Stewart 67 McCreary v. Coggcshall 55 McVue V. Barrett 24 McEhcee v. Wheeler 45 McFull V. Kirkpatrick 305 McGaughey's Adni'r v. Henry.... 356 McGinnis v. Fernandes 2 McGlynn v. Moore 24 Machen v. Machen 143 MacKenzie v. Trustees of Presby- tery of Jersey City 581 Mackinnon v. Sewell 292 Macleay, In re 599 MoQuesten v. Morgan 12 Mactier v. Osborn 25 Maden v. Taylor 257 Madiison v. Larmon. .. .67, 88, 95, 444 Maher v. Maher 204 Mainwaring v. Beovor 271 Manchester v. Durfee 136 Page Mandelbaum v. McDoncll 606, 656 Mandeville's Case 41 Ma mi V. I'honifpson 270 Manning's Case 145 Marten, In re 356 Martin, In re 227 Martin v. Margliam 595 Marvin v. Led with 32 Maryland Mut. Ben. Soc. v. Cleiv- dinen 390 Mary Portington's Case 11, 600 Mason, v. Bloomington Lihrary Ass'n 506 Mason v. Pate's Ex'r 143 Mason v. Wheeler 390 Mattheivs v. Temple 99 Maundrell v. Maundrell 37 May V. Boston 3 May V. Joynes 621 Mead v. Ballard 3 Meadows v. Parry 292 Measure v. Gee 115, 136 Mebane v. Mebane 656 Meeker v. Breintnall 390 Methodist Church v. Young 10 Mellicbamp v. MellicLiamp 99 Melson v. Cooper 626 MerkeVs Appeal 175 Merrifield v. Coblei^h 24 Merrill v. Ti^mmer 25 Mcrvin, In re 232 Metzen v. Schopp 250 Middleton v. Messenger 261 Mifflin's Appeal 566 Mildmay's Case 35, 599, 600, 601 Miles V. Harford 535 Miles V. Jarvis 58 Milhollen's Adm'r v. Rice 356 Miller v. Emans 87 Miller V. McAllister 102 Miller v. Riddle 29 IVIills, In re 391 Mills V. Mills 399 Mills V. Seattle, etc., R. Co 3 Mills V. Seward 136 Miner d v. Delaware Co 3 Minard v. Delaivare Ry 4 Minnig v. Batdorff 67 Minot V. Tappan 193 Mittel V. Karl'. 88 Mogg V. Mogg 101 Monteflore v. Browne 334 Many penny v. Bering 297 ]Moore, In re 706 Mowe, In re 363, 422, 429 Moore v. Ffolliot 349 Moore v. Littel 94 Moore v. Parker 113 Moore v. Rake 86 Moore v. Reddel 143 Moore v. Sanders 617 TABLE OF CASES XXV Page Moore V. Ullcoats Min. Co 11 Moores v. Hare 94 Hoot Case 55 Moran's Will, In re 94 Morchouae v. Cotheal 250 Moreton v. Lees 301 Morgan v. Gronow 5«ifi Moryan v. Milnmn 371 Morgan v. Morgan 20.*!; Morris, In re 220 Morrison v. Kelly 41 Morse v. Martin 3G8 Mortimer, In re 300 Mortloclc's Trust, In re 617 Morton v. Bahh 41 Mosley's Trusts, In re. 532 Moss V. Chappell 4 Mott V. Ackerman 338 Mott V. Danville Seminary 29 Moyston v. Bacon 407 Mudge v. Hamtnill 45 Muldrow's Heirs v. Fox's Heirs.. 335 Munson v. Berdan 384 Murkvn v. Phillipson 205 Murray v. Jones 292 Mussell V. Morgan 45 Mussett V. Bingle 506 Nannock v. Horton 390 'Napier v. Napier 391 Neary's Estate, In re 237 Nesbitt V. Berridge 88 Newhall v. Wheeler 634 Nichol V. Levy 686 Nicliols V. Eaton 678 Nichols V. Guthrie 88 Nichols V. Hooper 246 INioholson v. Settle 245 NicoTl V. Scott 32 Nicolls V. Sheffield 562 Nightingale v. Phillips 115 Nodine v. Greenfield SO Norfolk (Duke) Case 408 Norfolk V. Hawke 604 Norfolk's Case (Duke of) 153 Norman v. Kynaston 284 North V. Graham 29, 87 Northern Trust Co. v. Wheaton. . 94 Nowell V. Roake 387 Noicell V. Roake 390 O'Brien v. Barkley 704 O'Brien v. Battle 343 O'Callaghan v. Sivan 616 Odell V. Odell 596 O'Hare v. JohnMon 264 Oliver v. Powell 86 O'Mahoney v. Burdett 235. 291 O'Melia v. Mullarky 32, 67. 88 Oppenheim v. Ilenrj^ 268. 695 O'Grady v. Wilmot 362 Page Orr V. Yates 84 Ortmayer v. Elcock 88 Osgood V. Bliss 399 Osgood V. Franklin 335 Overton v. Lea 599 Oicen V. Gibbons 43 Pacific Bank v. Windram 690 Packham v. Gregory 222 Palmer v. Locke 316 Palmer's Trusts, In re 198 Papillon V. Voice 113, 115 Papst V. Hamilton 3 Parish's Heirs v. Ferris 250 Parker, In re 230 Parker v. Bolton 115 Parker v. Cobe 702 Parker v. Ross 67, 80 Parker v. Scars 843 Parkin, In re 328 Parsons v. Miller 3 Paschall v. Passmore 3 Patterson v. Lawrence 359, 364 Payne v. Rosser 86 Pearce v. Forwell 265 Pearee v. Loman 207 Peard v. Morton 237 Pearson, In re 64Y Pearson v. Dolman 232 Pedder v. Hunt 116 Peer v. Hcnnion 135 Pells V. Brown 38, 245 Pellet reau v. Jackson 87 Pcmbction v. Barnes 10 Pennant's Case 15 Pennoek v. Lyons 14 Pennsylvania Co. v. Baucrle 343 Pennsylvania Co. v. Price 506 People V. Byrd 96 People V. Peoria 238 Peoria v. Darst 41. 81 J'epper's Will 375 Perceval v. Perceval 55, 57 Perrin v. Blake 117 Perry v. Mcrritt 609 Peter v. Beverly 335 Phayer v. Kennedy 88 Phene's Trusts, In re 345 Philbrick's Settlement, In re.... 363 Phipps V. Ennismoi-e 647 Pickard v. Booth 241 Pick en v. Matthews 530 Pickicorth, In re 284 Pierce v. Brooks 102 Piercy v. Roberts 648 Pilkington v. Spratt 193 Pingrey v. Rulon 94 Pinkham v. Blair 196 Pirbright v. Salwey 506 I'itt V. Pelham 337 J'itzel V. Schneider 78, 532 Planner v. Scudamore 76 XXVI TABLE OF CASES Page Planner v. Scudamore 45 Piatt V. Routh 363, 364 Plunket V. Ilolmes 55 Polk V. Faris 143 Pollock V. Booth 468 Porter, In re 606 Porter v. Fox 530 Portington's Case H, 600 Portland v. Teruilliger 3 Post V. Weil 3 Potter V. Couch 603, 606 Powell, In re 276 Powell V. Boggis 606 Powell V. Brandon 143 Powell V. Howells 256 Powell's Trusts. In re 572 Pounall V. Graham 422, 429 Preshyterian Church v. Venahle.. 29 Pressgrove v. Comfort 143 Price V. Hall 78 Price V. Ball 57 Priee V. Worwood 16 Priestley v. Holgate 703 Proctor V. Bishop of Bath and Wells 534 Proctor V. Toics 2 Provost of Beverley's Case 110 Prowse V. Abingdon 207 Pulitzer v. Livingston 507 Pushman v. FilUter 009 Putnam v. Fisher 343 Putnam v. Story 338 Rabheth v. Squire 257 Rabbins, In re 257 Radcliffe, In re 305 Railroad v. Hood 4 Railsback v. Love joy 75, 88 Ramsdell v. Ramsdell 407 Rand v. Butler 196 Randolph v. Wright 634 Ransdell v. Boston 718 Rawley v. Holland 107 Raulinson v. Wass 196 Rawson v. Raivson 193 Rawson v. School District 4 Rede V. Farr 11 Redfern v. Middleton's Ex'rs .... 45 Reeve v. Long 47 Reichenbach v. Washington, etc., R. Co 3 Reid V. Gordon 305 Reid V. J. F. Wiessner Breicing Co 14 Reid V. Reid 237, 343 Reid V. Shergold 307 Reid V. Voorhees 204 Reith V. Seymour 635 Requa v. Graham 692 Reynolds v. Pitt 25 Rhodes v. Whitehead 52, 57, 78 Rice V. Boston & W. R. Corp 7 Page Richards v. Bergaveumy 116 Ricketts v. Loft us 332 Rickner v. Kessler 32 Rid dick v. Cohoon 626 Ridge's Trusts, In re 257 Ridley, In re 497 Ring V. Hard wick 557 Kingrose v. Bramham 269 Roach V. Wadham 301 Roake v. Denii 390 Robertson v. Gaines 335 Robertson v. Garrett 264 Robertson v. Guenther 88 Robeson v. Cochran 81 Robinson v. Allison 335, 336 Robinson v. Le Grande d Co 135 Robinson v. Wood 289 Rochf ord v. Hackman 642 Rochfort V. Fitz Maurize 115 Roddy V. Fitzgerald 124 Rodin V. Smith 204 Roe V. Tranmer 34 Roe d. Hunter v. Galliers 636 Roe ex dem. Sheers v. .Jeff ery .... 253 Rogers v. Eagle Fire Ins. Co 34 Rogers v. Mnitch 270 Rogers v. Randall 183 Rogers v. Rogers 238, 356 Rogers' Estate, In re 94 Rolfe V. Harris 25 Roome V. Phillvps 69 Rosher, In re 599 Ross V. Ross 607 Ross V. Ross 609, 635 Roundtree v. Roundtree 88 Rous V. Jackson 574 Row's Estate, In re 198 Royal V. Anltman d Taylor Co.. . 24 Ruddell V. Wren 84, 96 Russell, In re 143, 238 Russell V. Russell 232 Ryan v. Mahan • 359 St. John V. Chew 246 St. Paul's Church v. Attorney General 596 Salisbury v. Petty 238 Salter v. Bradshaw 88 Sanders v. Pope 25 Sanford v. Lackland 695 Sard, In re 651 Satter field v. Mayes 264 Saunders v. Edivards 115 Saunders v. Vautier 214, 695 Sayer v. Sayer 371 School V. Whitney 581 Scotney v. Lomer 225 Scott V. Bargeman 256 Scott V. Harioood 97 Scott V. Roach 45 Scovill V. McMahon 24 TABLE OF CASES XXVll Page Sears v. Russell 193 Seaver v. Fitzgerald 173 Security Co. v. Pratt 407 Serjreson v. Sealey 308 Sewall V. Wilmer 399 Seymour v. Boxoles 90 ShackcUon v. Sebree 34 Shannon v. Bradstreet 309 Sharvnyton v. Strutten 34 Sharman v. Jackson 45 Shaw V. Ford 018 Shaw V. Robinson 110 Shee V. Hale 040 Sheers v. Jeffery 253 Shelley's Case 115, 110. 123, 124, 135, 130, 143 Shelton v. Homer 335 Shepherd v. Ingram 97 Shepherd v. Ingram 257 Shrimpton v. Shrimpton 204 Siceloff V. Redman's Adm'r 143 Siddons v. Cockrell 94 Siegwald v. Siegicald 40 Siemers v. Monns 090 Simonds v. Simonds 05 Singleton, Ex parte 173 Singleton v. Gilbert 97 Sinnett v. Herbert 589 Sir Edward Clere's Case. .30, 301, 379 Slade V. Patten 502 Sloeum, V. Hagaman 299 Smaw V. Young 94 Smell V. Dee 204 Smith, In re 343 Smith V. Ashton 305 Smith V. Butcher 143 Smith V. Camelford 72, 75 Smith V. Colnian 237 Smith V. Curtis 393 Smith V. Death 311 Smith V. Floyd 350 Smith V. Kimbell 41, 241, 250 Smith V. McCormiclc 143 Smith V. Pendell 87 Smith V. Plummer 311 Smith V. Snow 034 Smith V. West 94 Smith V. Winsor 193 Smither v. Willock 284 Sneed v. Sneed 307 Snowdon v. Dales 004 Sohiei- V. Trinity Church 3 Southampton v. Hertford 590 Southard v. Central R. Co 10 Southern v. Wollaston 445 Southwell & Wade's Case 26 Spencer v. Spencer 332 Spencer, In re 050, 051 Spencer v. Wilson 227 Spengler v. Kulin 88 Springer v. Savage 32 Page Standen v. Standen 379 Stanley v. Colt 3 Stansbury v. Hubncr 001 St archer Bros. v. Duty 475 Starr v. Willoughby 80 State V. Savin 175 Stead V. Piatt 2.34 Stephen v. Cunningham 244 Stevenson v. Glover 009 Steivart v. Stewart 40, 41 Stiles V. Ctnnmings 200 StiUrell v. S. L. d II. R. Co 3 Stockton V. Weber 70() Stokes V. Van Wyck 190 Stoller V. Doyle 40 Stone V. Forbes 399 Stoner v. Curwen 115 Stores V. P>enbow 549 Storrs Agricultural School v. Whit- ney 581 Storrs V. Benbow 270 Strain v. Sweeny 41 Strange v. Barnard 009 Stratheden (Tx)rd), In re 594 Stretton v. Fitzgerald 297 Striker v. Mott 88 Stringer's Estate, In re 297 Stuart V. Babington 577 Stump V. Findlay 45 Hturgess v. Pearson 284 Sty an, In re 57 Style's Case 117 Summers v. Snt\ith 40, 240 Sunday Luke Min. Co. v. Wake- field 25 Supervisors Warren Co. v. Patter- son 3 Surman v. Surman 035 tiutton's Hospital Case 34 Swain, In re 500 Sykes's Trusts, In re 050 Synge v. Synge 647 Taber, In re 651 Taft V. Taft 75 Taint er v. Clark 338 J'dUman v. Wood 115 Tanner v. Dorvell 72, 75, 256 Tarbuck v. Tarbuck 2V)4 Tarver v. Haines 335 Taylor v. Cedar Rapids d St. P. R. Co 3 Taylor v. Cleary 135 Taylor v. Lam bert 208 Taylor v. Stainton 237 Taylor v. Taylor 88 Teaguc's Settlement, In re 500 Teal V. Richardson 143 Tcape's Trust, In re 391 Teed v. Morton 204 Temple v. Scott 88, 95 xxviii TABLE OF CASES Page Tenant v. Broiv-ne 338 Thorp's Estate. In re 198 Thellusson v. Woodford 418 Tlioinas v. Howell 704 Thomasson v. Wilson 2 Thompson, In re 572 Thompson v. Adams 80, 95 Thompson i\ Becker 88 Thompson v. Sanford 87 Thompson's Estate, In re , . 635 Thomson's Ex'rs v. Norris 314 Thorington v. Thorington 307, 314 Thornton v. Natcliez 4 Thornton v. Thornton 391 Thurston, In re 356 Thurston v. Th urston 45 Tillinsfhast v. Bradford 676 TinlcJer v. Forhcs 4 Tippetts d iSi eichould" s Contract.. 650 Toilet V. Toilet 366 Tollett V. Armstrong 651 Tolman v. Portbunj 16 To7nlinson, In re 364 Townshend v. Wmdham 362, 364 Treasure, In re 363 Trcdennick v. Tredennick 569 Treharne v. Layton 242 Tritton, In re 173 Trotter v. Oswald 252 Troughton v. Tronghton 362 Trustees of Hollis' Hospital, In re 475 Trustees of Union College v. New York 4 Tucker v. Adams 45, 143 Tugman v. Hopkins 364 WurnJmll v. Hayes 399 Turner v. Hause 2 Turner v. Moor 237 Turney, In re 230 Tyler, In re 582 Tyler v. Theilig 196 Tyrrell's Estate, In re 475 Vnderhill v. Saratoga & W. R. Co. 3 Union College v. New York 4 Uiiion Pac. R. Co. v. Cook 705 Upington v. Corrigan 10 Vanatta v. Carr 407 Tandcrplank v. King 257, 446 Van Grutten v. Foxwell 113, 136 Yan Hagan, In re 356 Van Home v. Campbell 626 Varley v. Coppard 15 Vestal V. Garrett 32 Vinson v. Vitison 34 Vize V. Stoney 225 Waddell v. Rattew 45 Wafer v. Mocato 25 Wainman v. Field 556 Page Wait, In re 390 Waite V. Littleicood 198 Wake V. Yarah 198 Wakefield v. Wakefield 80 Wales' Adtn'r v. Bowdish's Ex'r. . 359 Walker v. Mackie 385 Walker v. Mackie 385 Walker v. Shore 260 Wall V. Goodenough 2 Wallace v. Foxwell 661 Walpole V. Comoay 72, 75 Walsh V. Wallinger 349 Warden v. Richards 335 Wardwell v. McDoioell 335 Ware v. Conn 605 Ware v. Rowland 193 Warner v. Connecticut Mut. Life Ins. Co 399 Warwick v. Gerrard 35 Waters v. Waters 237 Watkins v. Williams 609 Watson V. Dodd 88 Watson V. Hayes 208 Watson V. Watson 237 Watson V. Young 548 Watts V. Clardy 143 Webb V. Hearing 66 Wehh V. Honnor 384, 385, 387 Weekes' Settlement, In re. , 350 Wehrhane v. Safe Deposit Co 115 Weinreich v. Weinreich 3 Welch V. Brimmer 196 Welch V. Episcopal Theological School 702 Weld V. Bradbury 257 Weld V. Bradhury 99 Welsh V. Woodbury 634 Wenmoth's Estate, In re • 274 Wescott V. Meeker 143 Wescott's Case 55 West V. Berney 308 West V. Fitz 41 Whall V. Converse 193 Wharton v. Mastermati 695 Wharton v. Masterman 596 Wheable v. Withers 237 Whitaker v. Whitaker 95 Whitby V. Mitchell 456 Whitby V. Mitchell 460 White V. Collins 116 White V. Hicks 384 White V. McPhceters 88 White V. Mass. Inst, of Tech 359 White V. Summers 61 White V. Taylor 335 White V. Warner 25 White's Trusts, In re 346 Whitehead v. Bennett 560 Wicker v. Ray 115 Wigan V. Jones 302 Wiggin V. Perkins 67 Wight V. Thayer 136 TABLE OF CASES XXIX Page WilcocJcg' Settlement, In re 609 Wihoxon V. Reese 338 Wild's Case 90 Wild's Case 90 Wilkes V. Holmes 30S Wilkes V. Lion 562 Wilkinson v. Duuian 569 Wilks V. Burns 331 Willr to Hold against the Landlord. — It is clear that if a tenant not only disclaims to hold under his landlord, but ac- knowledges another as such and pays rent to him, the former may, without any formality, elect to forfeit the tenancy and sue for possession in a forcible detainer suit against the tenant and the new landlord whom he has acknowl- edged. Ballance v. Fortier, 3 Gilni. (111.) 291 ; Fortier v. Ballance, 5 Gilm. (111.) 41; McCartney v. Hunt, 16 111. 76; Cox v. Cunningham, 77 111. 545; Doty v. Burdick, 8.3 111. 473; Wall v. Goodenough, 16 111. 415 (serable). It seems, also, that the giving up of possession by a tenant to a stranger who takes on assignment or sublease from the tenant, but claims to hold under a paramount title is a sufficient ground for the immediate forfeiture of the original lease. Upon such forfeiture the landlord may at once maintain forcible detainer against the stranger. Hardin v. Forsythe, 99 111. 312 ; Thomasson v. Wilson, 146 111. 384, 34 N. E. 432. Even a mere oral dis- claimer by the tenant, coupled with the claim of title in himself, is, in this state, a sulficient ground of forfeiture. Fusselman v. Worthington, 14 111. 135; McGinnis v. Fernandes, 126 111. 228. 19 N. E. 44; Brown v. Keller, 32 111. 151, 83 Am. Dec, 258 ; Herrell v. Sizeland, 81 111. 457 ; Wood v. Morton, 11 111. 547. Tlie attempt by a tenant to transfer more than he has operates as an assignment of his interest. Turner v. Hause, 199 111. 4(54, 65 N. E. 445. Quaere: Does such a conveyance by itself furnish a ground of forfeiture? It has been said that any conveyance by a tenant at sufferance will forfeit the tenancy. Proctor v. Tows, 115 111. 138, 150, 3 N. E. 569. The owner, however, is always entitled to possession as against a tenant at sufferance. For the form and effect of statutes making every breach of a covenant in a lease a ground of forfeiture, see Kales, Future Interests, §§ 24, 25. Ch. 1^ RIGHTS OF ENTRY FOR CONDITION BROKEV 3 LIT. § 328. Also, divers words (amongst others) there be, which by virtue of themselves make estates upon condition ; one is the word sub conditione: as if A. infeoff B. of certain land, to have and to hold to the said B. and his heirs, upon condition (sub conditione), that the said B. and his heirs do pay or cause to be paid to the aforesaid A. and his heirs yearly such a rent, &c. In this case without any more saying the feoffee hath an estate upon condition. WoT^ r LIT. § 329. Also, if the words were such, Provided always, that the aforesaid B. do pay or cause to be paid to the aforesaid A. such a rent, &c., or these. So that the said B. do pay or cause to be paid to the said A. such a rent, &c., in these cases without more saying, the feoffee hath but an estate upon condition; so as if he doth not perform the condi- tion, the feoffor and his heirs may enter, &c.^ LIT. § 330. Also, there be other words in a deed which cause the tenements to be conditional. As if upon such feoft'ment a rent be re- served to the feoffor. Sec, and afterward this word is put into the deed, 2 Accord: Gray v. Blanchard, 8 Pick. (Mass.) 284 (1820); Hays v. St. Paul Church, 196 111. 633, 63 N. E. 1040; Supervisors Warren Co. v. Pattersou, 56 III. 111. 120 ; Harris v, Shaw, 13 111. 456 ; Blanchard v. Detroit. Lansing & Lake Michigan E. Co., 31 Mich. 43, 18 Am. Rep. 142; Hammond v. Port Royal and Augusta Railway Co., 15 S. C. 10; Taylor v. Cedar Rapids and St. Paul R. R. Co., 25 Iowa. 371 ; May v. Boston. 158 Mass. 21, 32 N. E. 902 ; Papst V. Hamilton. 133 Cal. 631. 66 Pae. 10; Adams v. Valentine (C. C.) 33 Fed. 1; Reicheubach v. Washington, etc., Ry. Co., 10 Wa.sh. 357, 38 Pac. 1126; Mills v. Seattle, etc., Ry. Co., 10 Wash. 520, 39 Pac. 246; Brown v. Chicago & X. W. Ry. Co. (Iowa) 82 N. W. 1003; Underhill v. Saratoga and Washington R. R. Co., 20 Barb. (N. Y.) 455; Mead v. Ballard, 74 U. S. (7 Wall.) 2U0, 19 L. Ed. 190; Hooper v. Cummings, 45 Me. 359; Chapman v. Pingree, 67 Me. 198; Weinreich v. Weinreich, 18 Mo. App. 364; Parsons v. Miller, 15 Wend. (N. Y.) 561 ; Littleton, §§ 328-331. Contra: Elyton Land Co. v. South and North Alabama R. R. Co.. 100 Ala. 396, 14 South. 207 ; Druecker v. McLaughlin, 235 111. 367, 85 X. E. 647. Compare, however, Post v. Weil, 115 X. Y. 361, 22 X. E. 145, 5 L. R. A. 422 ; 12 Am. St. Rep. 809 (18S9) ; Avery v. Xew York Central, etc., R. R. Co., 106 N. Y. 142, 12 N. E. 619 ; Stilwell v. S. L. & H. Ry. Co., 39 Mo. App. 221 ; Ay- ling V. Kramer, 133 Mass. 12. If the words of condition required the grantor instead of the grantee to do something, they have been held to create only a covenant. Paschall v. Passniore. 15 Pa. 295, 307-309; Woodriiff v. Woodruff, 44 X. J. Eq. 349, 16 Atl. 4, 1 L. R. A. 380. So, if the word "condition" is used in a will, the con- text frequently shows that it was used as a word designating the trusts of a fund or the charging of a gift with the payment of legacies. Stanlev v. Colt, 5 Wall. 119, IS L. Ed. 502 ; Wright v. Wilken, 2 B. & S. 232 (110 Eng. Com. Law Reports) ; Atty. Gen. v. CoriKiration of South Moulton, 14 Beav. 357; Atty. Gen. v. Wax Chandlers Co., 42 L. J. Ch. 425; Sohier v. Trinity Church, 109 Mass. 1. The cases of unclassified special contexts where the word ''condition" has been construed to create a covenant are legion. Eck- hart V. Irons. 128 111. 568. 20 X. E. 687 ; Portland v. Terwilliger. 16 Or. 465, 19 Pac. 90; Minard v. Delaware Co. (C. C.) 1.39 Fed. 60; Los Angeles Uni- \ersitv v. Swarth, 107 Fed. 798, 46 C. C. A. 647, 54 L. R. A. 262. 4 CLASSIFICATION OF FUTURE INTERESTS (Part 1 That if it happen the aforesaid rent to be behind in part or in all, that then it shall be lawful for the feoffor and his heirs to enter, &c., this is a deed upon condition.^ LIT. § 331. But there is a diversity between this word si contingat, &c., and the words next afo'fesaid, &c. For these words, si contingat, &c., are nought worth to such a condition, unless it hath these words following, That it shall be lawful for the feoffor and his heirs to enter, &c.* But in the cases aforesaid, it is not necessary by the law to put such a clause, scilicet, that the feoffor and his heirs may enter, &c., because they may do this by force of the words aforesaid, for that they contain in themselves a condition, scilicet, that the feoffor and his heirs may enter, &c. Yet it is commonly used in all such cases aforesaid to put the clauses in the deeds, scilicet, if the rent be behind, &c., that it shall be lawful to the feoffor and his heirs to enter, &c. And this is well done, for this intent, to declare and express to the common people, who are not learned in the law, of the manner and condition of the feoffment, &c. As if a man seised of land letteth the same land to another by deed indetifed for term of years, rendering to him a certain 3 Where the conveyance is merely for certain express purposes, or upon a motive expressed, or upon a certain consideration, coupled with a re-entry clause, the estate is upon a condition subsequent. Atty. Gen. v. Merrimack Manufacturing Co., SO Mass. (14 Gray) 5SG ; Woodruff v. Water Power Com- pany. 10 N. J. Eq. 4S9 ; Hamel v. Minneapolis, St. P. & S. S. M. Ry., 97 Minn. 334, 107 N. W. 139. A fortiori, where words of condition and a re-entry clause are both used, the estate conveyed is held subject to a condition subsequent. Grav v. C, M. & St. P. Rv. Co., 189 111. 400, 59 N. E. 950; Trustees of Union College t. Citv of New York, 65 App. Dlv. 553, 73 N. Y. Supp. 51; Moss v. Chappell, 126 Cia. 190, 54 S. E. 96S, 11 L. R. A. (N. S.) 398; Minard v. Delaware Ry. (C. C.) 139 Fed. 60; Brown v. Tilley, 25 R. I. 579, 57 Atl. 380; Austin v. Cambridge Port Parish, 21 Pick. (Mass.) 215; Houston & T. C. R. Co. v. Ennis-Calvert Co., 23 Tex. Civ. App. 441, 56 S. W. 367 ; Hoyt v. Ketcham, 54 Conn. 60, 5 Atl. 606. 1/ 4 Similarly, if there is no re-entry clause, the estate is not subject to a condition subsequent where the conveyance is merely declared to be for cer- tain express purposes or upon a motive expressed (Tinkler v. Forbes, 136 111. ly^A- 221, 2.39, 26 N. E. 503; Thornton v. City of Natchez, 88 Miss. 1, 41 South. 498; Thornton v. City of Natchez, 129 Fed. 84, 63 C. C. A. 526; Barker v. Barrows, 138 Mass. 578 ; Long v. Moore, 19 Tex. Civ. App. 363. 48 S. W. 43 ; Faith V. Bowles, 86 Md. 13, 37 Atl. 711, 63 Am. St. Rep. 489 ; Field v. Prov- idence, 17 R. I. 803, 24 Atl. 143 ; Horner v. C, M. & St. P. Ry. Co., 38 Wis. 165, 175; Rawsou v. School District, 7 Allen [Mass.] 125, 83 Am. Dec. 670. See also Greene v. O'Connor, 18 R. I. 56, 25 Atl. 692, 19 L. R. A. 262; Avery V. U. S., 104 Fed. 711, 44 C. C. A. 161 ; Kilpatrick v. Mayor, 81 Md. 179. 31 Atl. 805, 27 L. R. A. 643, 48 Am. St. Rep. 509 ; Collins v. Brackett, 34 Minn, 339, 25 N. W. 708) ; or "upon a certain consideration" (Letchworth v. Vaughiui, 77 Ark. 305, 90 S. W. 1001. See, however, Close v. Railroad, 64 Iowa, 150, 19 N. W. 886; Railroad v. Hood, 66 Ind. 580); or "upon the express agree- ment" (Ilawley v. Kafitz, 148 Cal. 393, S3 Pac. 248, 3 L. R. A. [N. S.] 741, 113 Am. St. Rep. 282) ; or '"provided, however, the grantee shall do thus and so" (King V. Norfolk & Western Ry. Co., 99 Va. 625, 39 S. E. 701; Cassidy v. Mason, 171 Mass. 507, .50 N. E. 1027; Incorporated Village of Ashland v. Greiner, 58 Ohio St, 67, 50 N. E. 99). %' <^, Ch. 1) RIGHTS OF ENTRY FOR CONDITION BROKEN 5 rent, it is used to be put into the deed, that if the rent be behind at the day of payment, or by the space of a week or a month, &c., that then it shall be lawful to the lessor to distrain, &c., yet the lessor may distrain of common right for the rent behind, &c., though such words were not put into the deed, &c. SHEP. TOUCH. 120. The nature of an express condition annexed / to an estate in general, is this : that it cannot be made by nor reserved to a stranger; but itjnust be made bj and reserve^ to^ !Tilm"tHat"3oth make the estate. And it cannot be granted over to another, except it be~lo~and with the land or thing unto which it is annexed and incident. An^^scTlt is not grantable in all cases; for the estates of both the parties are so suspended by the condition, that neither of them alone can well make any estate or charge of or upon the land ; for the party that doth depart with the estate, and hath nothing but a possibility to have the "thing again upon the performance or breach of the condition, cannot grant or charge the thing at all. And if he that hath the estate, grant or charge it, it will be subject to theToridrtion still; for the con- dftion doth always attend and wait upon the estate or thing whereunto it is annexed : so that although the same do pass through the hands - >t,^ of an hundred men, yet is it subject to the condition still; and albeit ^^i^w, ^C, ^ ^^'-s^J some of them be persons privileged in divers cases, as the king, in- iv. cw^duZ* fants, and women covert, yet they are also bound by the condition. And a man that comes to the thing by wrong, as a disseisor of land, whereof there is an estate upon condition in being, shall hold the sanie subject to the condition also. """ •3', SECTION 2.— WHO MAY TAKE ADVANTAGE OF THE BREACH OF CONDITION LIT. § 347: No entry nor re-entry (which is all one) may be re- ^ , served or given to any person, but only to the feoffor, or to the donor, --"*^'^*'-) f- or to the lessor, or to their heirs : and such re-entry cannot be given ^" '^ - '■ to any other person. For if a man letteth land to another for term of life by indenture, rendering to the lessor and to his heirs a certain rent, and for default of payment a re-entry, &c., if afterward the les- ' sor by a deed granteth the reversion of the land to another in fee, and the tenant for term of life attorn, &c., if the rent be after behind, the - - grantee of a reversion may distrain for the rent, because that the rent is incident to the reversion ; but he may not enter into the land, and oust the tenant, as the lessor might have done, or his heirs, if the re- version had been continued in them, &c. And in this case the entry is taken away forever; for the grantee of the reversion cannot enter. 6 CLASSIFICATION OF FUTURE INTERESTS (Part 1 causa qua supra. And the lessor nor his heirs cannot enter ; for if the lessor might enter, then he ought to be in his former state, &c., and this may not be, because he hath aliened from him the reversion. U. r CO. LIT. 215 a: Another diversity is between conditions in deed, whereof sufificient hath been said before, and conditions in law. As if a man make a lease for life, there is a condition in law annexed unto it, that if the lessee doth make a greater estate, &c., that then the les- sor may enter. Of this and the like conditions in law, which do give an entry to the lessor, the lessor himself and his Heirs shall not only take benefit of it, but also his assignee and the lord by escheat, every one for the condition in law broken in their own time. Another di- versity there is between the judgment of the common law, whereof Littleton wrote, and the law at this day by force of the Statute of *»*-^*-' 32 H. 8, c. 34. For by the common law no grantee or assignee of the .. w reversion could (as hath been said) take advantage of a re-entry by ^ force of any condition. For at the common law, if a man had made a lease for life reserving a rent, &c., and, if the rent be behind, a re- entry, and the lessor grant the reversion over, the grantee should take no benefit of the condition, for the cause before rehearsed. But now by the said Statute of 32 H. 8, the grantee may take advantage thereof, and upon demand of the rent, and non-payment, he may re-enter. By which Act it is provided, that as well every person which shall have any grant of the king of any reversion, &c., of any lands, &c., which per- tained to monasteries, &c., as also all other persons being grantees or assignees, &c., to or by any other person or persons, and their heirs, executors, successors, and assignees shall have like advantage against the lessees, &c., by entry for non-payment of tlie rent, or for doing of waste or other forfeiture, &c., as the said lessors or grantors themselves ought or might have had. Upon this Act divers resolutions and judg- ments have been given, which are necessary to be known. \. That the said Statute is general, viz., that the grantee of the re- version of every common person, as well as of the king, shall take ad- vantage of conditions. 2. That the Statute doth extend to grants made by the successors of the king, albeit the king be only named in the Act. 3. That where the Statute speaketh of lessees, that the same doth not extend to gifts in tail. 4. That where the Statute speaks of grantees and assignees of the re- version, that an assignee of part of tlie state of the reversion may take advantage of the condition. As if lessee for life be, &c., and the re- version is granted for life, &c. So if lessee for years, &c., be, and the reversion is granted for years, the grantee for years shall take benefit of the condition in respect of this word (executors) in the Act. Ch. 1) RIGnTS OF ENTRY FOR CONDITION BROKEN 7 5. That a grantee of part of the reversion shall not take advantage of the condition ;3as if the lease be of three acres, reserving a rent upon condition, and the reversion is granted of two acres, the rent shall be apportioned by the act of the parties, but the condition is destroyed, f o rlh atjt is gntire and against common right. 6. "That in^hc king's case, the condition in that case is not destroyed, but remains still in the idng. 7. By act in law a condition may be apportioned in the case of a comm^^personT as if a lease for years be made of two acres, one^f th6TTaiEifre'or~bb rough English, the other at the conirnoii law, and the lessor having issue two sons, dieth, each of them shall enter for the condition broken, andlTkew'ise a conditTori sliall be apportioned by the act and wrong of the lessee, as hath been said in the chapter of Rents. LIT. § 348 : Also, if lord and tenant be, and the tenant make a lease for term of life, rendering to the lessor and his heirs such an annual rent, and for default of payment a re-entry, &c., if after the lessor dieth without heir during the life of the tenant for life, whereby the re- version Cometh to the lord by way of escheat, and after tlie rent of the tenant for life is behind, the lord may distrain the tenant for the rent behind; but he may not enter into" tbe land by force of the con- dition, &c., because thatne is not heir to the lessor, &c. RICE v. BOSTON & W. R. CORP. (Supreme Judicial Court of Massachusetts, 1S66. 12 Allen, 141.) Writ of entry to recover a parcel of land in Brighton, At the trial in the Superior Court, before Vose, J., it appeared that on the 12th day of May, 1834, the demandant's father conveyed the de- manded premises to the tenants by a deed of warranty, which stated that the conveyance was made upon the express condition that the cor^ poration should forever maintain and keep in good repair a pass^way over the same, and also certain fences ; the premises being land over which the railroad of the tenants passes. The demandant's father then in June, 1842, conveyed to the demandant a large tract of land, the de- scription of which included the demanded premises, by a deed of war- ranty; and died intestate, before any breach of condition. The de- mandant offeriH" evidence oFa breach' of condition after hts father's death. No entry for breach of condition was made before bringing this action. The judge excluded the offered evidence, and instructed the jury that the demandant was not entitled to recover; and a ver- dict was accordingly returned for the tenants. The demandant alleged exceptions. 8 CLASSIFICATION OF FUTURE INTERESTS (Part 1 BiGELOW, C. J. It is one of the established rules of the common law that the right or possibility of reverter which belongs to a grantor of an estate on condition subsequent cannot be legally conveyed by deed to^ third person before entry for a breach. This rule is stated in Co. Lit. 214 a, in these words: "Nothing in action, entry, or re-entry can be granted over;" and the reason given is "for avoiding of mainte- nance, suppressing of rights, and stirring up of suits," which would happen if men were permitted "to grant before they be in possession." This ancient doctrine had its origin in the early Statutes against main- tenance and champerty in Englau'd, the last of which, 32 Henr}^ A^III, c. 9, expressly prohibited the granting or taking any such right or in- terest under penalty, both on the grantor and the buyer or taker, of forfeiting the whole value of the land or interest granted, or as Coke expresses it, "the grantor and grantee (albeit the grant be merely void) are within the danger of the Statute." Co. Lit. 369 a. The principle that a mere right of entry into land is not the subject of a valid grant has been fully recognized and adopted in this country as a settled rule of the law of real property, both by text-writers and courts of justice. 2 Cruise Dig. (Greenl. Ed.) tit. xiii, c. 1, § 15; 1 Washburn on Real Prop. 453; 2 lb. 599; 1 Smith's Lead. Cas. (5th Ed.) 113; Nicoll v. New York & Erie Railroad, 12 N. Y. 133; Williams v. Jackson, 5 Johns. (N. Y.) 498 ; Hooper v. Cummings, 45 ^le. 359 ; Guild v. Rich- ards, 16 Gray, 309. The effect of a grant of a right or possibility of reverter of an es- tate on condition is thus stated in 1 Shep. Touchstone, 157, 158: A condition "may be discharged by matter ex post facto ; as in the ex- amples following. Ifone make a feoffment in fee of land upon con- dition, and after, and before the condition broken, he doth make an absolute feoffment, or levy a fine of all or part of the land, to the feoffee, or any other; by this the condition is gone and discharged for- ever." So in 5 Vin, Ab. Condition (I, d 11), the rule is said to be, "when condition is once annexed to a particular estate, and after by other deed the reversion is granted by the maker of the condition, now the condition is gone." See also 1 Washburn on Real Prop. 453 ; Hooper v. Cummings, 45 Me. 359. The original maker of the condi- tion cannot enforce it after he has parted with his right of reverter, nor can his alienee take advantage of a breach, because the right was not assignable. In the light of these principles and authorities, it would seem to be very clear that the original grantor of the demanded prem- ises destroyed or discharged the condition annexed to his grant to the defendants by aliening the estate in his lifetime and before any breach of the condition had taken place. The only doubt which has existed in our minds on this point arises from the fact that the son and heir of the original grantor of the prem- ises is the demandant in this action. But on consideration we are satis- fied, not only that the son took nothing by the deed, but also that the Ch. 1) RIGHTS OF ENTRY FOR CONDITION' BROKEN 9 possibility of reverter was extinguished, so that the original grantor haH^no right of entry for breach after his deed to his son, and the lat- ter can make no valid claim to the demanded premises either as grantee or as heir for a breach of the condition attached to the original grant. A condition in a grant of land can be reserved only to the grantor and his heirs. But the latter can take only by virtue of the privity which exists between ancestor and heir. This privity is essential to the right of the heir to enter. But .if the original grantor aliens the right or possibility in his lifetime before breach, the privity between him and his heirs as to the possibility of reverter is broken. No one can claim as heir until the decease of the grantor, because nemo est hseres vi- ventis ; and upon his death his heir has no right of entry', because he cannot inherit that which his ancestor had aliened in his lifetime. The right of entry is gone forever. Perkins, §§ 830-833 ; Lit. § 347. It may be suggested, however, that if the deed is void and conveys no title to the grantee, the right of entry still remains in the grantor and is transmissible to his heir. This argument is inconsistent with the authorities already cited, which sanction the doctrine that aliena- tion by a grantor of an estate on condition before breach extinguishes the condition ; it also loses sight of the principle on which the doctrine rests. The policy of the law is to discourage maintenance and cham- perty. Neither party to a conveyance which violates the rule of law can allege his own unlawful act for the purpose of securing an ad- vantage to himself. The grantor of a right of entry cannot be heard to say that his deed was void, and that the right of entry still remains in him, because this would be to allow him to set up his own turpitude in engaging in a champertous transaction as the foundation of his claim. His deed is therefore effectual to estop him from setting up its in- vahdity as the ground of claiming a right of entry which he had un- lawfully conveyed. Nor can the grantee avail himself of the grant of the right of entry for a like reason. He cannot be permitted to set up a title which rests upon a conveyance which he has taken in contraven- tion of the rules of law. Both parties are therefore cut off from claim- ing any benefit of the condition. The grantor cannot aver the invalid- ity of his own deed, norjcan the grantee rely on its validity. Both be- ing partrclpalors Tri~an unlawful transaction, neither can avail himself of it to establish a title in a court of law. It is always competent for a party in a writ of entry to allege that a deed, under which an adverse title is claimed, although duly executed, passed no title to the grantee, either because the grantor was disseised at the time of its execution, or because the deed for some other reason did not take effect. Stearns on Real Actions, 226. We know of no statute which has changed the rules of the common law in this commonwealth in relation to the alienation of a right of en- try for breach of a condition in a deed. By these rules, without con- sidering the other grounds of defence insisted upon at the trial, it is ap- 10 CLASSIFICATION OF FUTURE INTERESTS (Part 1 parent that the demandant cannot recover the demanded premises : not as heir, because he did not inherit that which his father had conveyed in his lifetime; nor as purchaser, because his deed was void. Exceptions overruled.^ SECTION 3.— MODE OF PERFECTING A FORFEITURE CO. LIT. 214 b: Hereupon is to be collected divers diversities. First, between a condition that requireth a re-entry, and a limitation that ipso facto detennincth the estate without any entry. Of tTiisfiTSt soimcTstranger, as Littleton saith, shall take any advantage, as hath been said. But of limitations it is otherwise. As if a man make a lease quousque, that is, until I. S. come from Rome, the lessor grant the reversion over to a stranger, I. S. comes from Rome, the grantee shall take advantage of it and enter, because the estate by the express limitation was determined. So it is if a man make a lease to a woman quamdiu casta vixerit, or if a man make a lease for life to a widow, si tamdiu in pura viduitate viveret. So it is if a man make a lease for a 100 years if the lessee live so long, the lessor grants over the reversion, the lessee dies, the grantee may enter, causa qua stipra.^ 5 Rights of entry upon a fee for condition broken cannot be devised. Southard v. Central R. R. Co., 26 N. J. Law, 1.3; rpiugton v. Corrisan, 151 N. Y. 143, 45 N. p]. 359, 37 L. R. A. 794; Methodist Church v. Young. 130 N. C. 8, 40 S. E. 691. Contra: Austin v. Canibridgeport I'arish, 21 Pick. (Mass.) 215. See, also, Gray v. C, M. & St. P. Ry. Co., 189 111. 400, 59 N. E. 950. Under the Wills Act of 1 Vict. c. 26, § 3, which makes devisable "all rights of entry for conditions broken, and other rights of entry," a right of entry for condition broken is devisable even before a breach has occurred and passes under a residuary devise , all real estate. Pemberton v. Barnes, L. R. [1899] 1 Cli. 544. Where the act provided that the right of entry was devisa- ble and transmissible by deed "although the contingencies upon which such right, estate, or interest are to vest may not have happened," it was regai'd- €d as clear that the right of entry was devisable before a breach. South- ard v. Central R. R. Co., 26 N. J. Law, 13. On the descent of rights of entry, see post, p. 86, note 31, on "Descent of Contingent Remainders." c "Apt words of limitation are quamdiu, dummodo, dum, quousque, durante, &c., V. 14 E. 2, Grant 92, a rent granted oiit of the manor of Dale, quamdiu the grantor shall dwell there. Vide 7 E. 4, 16, quamdiu fuer' amicabiles, 27 n. 8, 29 b; 3 E. 3, 15 a; and 3 Ass. p. 9. A man leases land dummodo the lessee shall pay twenty pounds, 37 H. 6, 27. A lease is made to a woman dum sola fuerit, E. 4, 29 b. A man made a feoffment in fee until, s. quous(iue the feofl'or had paid him certain money, 21 Ass. p. 18. Vide 13 El. Dy, 290, ace' PI. Com. 414; 35 Ass. p. 14. A lease for years, if the lessee shall so long live, 14 H. 8, 13. A lease of lands till he be promoted to a benefice, &c.. Lit. chap. Condit. 90, during the coverture. All these, and many others, are words of limitation, by force of which, the estate is determined without entry or claim: words of condition are sub conditione, ita quod, si contingat, proviso, &c. Vide Lit. c. Condit. 74 and 75; 3 H. 6, 7 a, b; 27 H. 8. 15, Dy., 28 H. 8, 13 ; 4 M. Dy. 139 ; 15 El. Dy. 318 ; 32 H. 8, Dy. 47. But Ch. 1) RIGHTS OF ENTRY FOR CONDITION BROKEN 11 2. Another diversity is bet\v een a condition annexed to a freehold, an d a condi tion annexed to a lease for years. For if a man make a gift in tail orlTTease for life upon condition, that if the donee or lessee goeth not to Rome before such a day the gift or lease shall cease or be void, the grantee of the reversion shall never take advantage of this condition, because the estate cannot cease before an entry ; but if the lease had been but for years, there the grantee should have taken advantage of the like condition, bcause the lease for years ipso facto by the breach of the condition w^ithout any entry was void ; for a lease for years may begin without ceremony, and so may end without ceremony ; but an estate of freehold cannot b egin nor end without ceremony. And of a void thing a stranger may take benefit, but not of a voidable estate by entry. LEAKE, PROPERTY IN LAND (2d Ed.) p. 170: "A lease for years may begin without ceremony, and so may end without cere- mony," being at common law a mere matter of contract. Therefore a condition to defeat it does not require an actual entry, unless ex- pressly stipulated. '^ According to the older cases, a condition that in a certain event a lease should cease or be void "was construed as a c onditional li mitation, and the t£rm tr eated a s ^so_tacto_voi(i ; but the l ater cases show that in these circumstances the condition is construed to render the lease voidable at the option of the lessor, who must give notice, or do some other acf"sIiowTng Kis TiSHTtion' toavoTH it.^ Tf the view expressed in the earlier cases had prevailed, it would Have permitted the lessee to put ap end to the term by his own default. And where a right of re-entry is expressed to be given upon an ante- cedent notice, the election of the lessor to resume possession is finally exercised by notice given, and it is unnecessary to make an actual entry. ^ these words ad affectum, ea intentione, ad solvendum, or other the like, do not make a condition in feoffments or grants, unless it be in the king's case, or in a last will, as it was resolved Pasc. IS El. by all the justices of the common pleas." Mary Portiugtou's Case, 10 Co. 35 a, 41 b. 7 Doe V. Baker. 8 Taunt. 241 ; Co. Lit. 214b. See Liddy v. Kennedy, L. R. 5 H. L. 134, 151, 154. 8 Rede V. Farr, 6 M. & S. 121 ; Hartshorue v. Watson, 4 Bing. N. C. ITS ; Moore v. UUooats Mining Co., [190S] 1 Ch. 575; notes to Duppa v. Mayo, 1 Wms. Saund. 442. 9 Liddy v. Kennedy, L. R. 5 H. L. 134. Note on the Demand for Re.nt Required as a Condition Precedent to Forfeiture for the Non-Payment of Rent. — Walker, C J., in Chadwick v. Parker, 44 111. 32C: Where the cause of forfeiture was default in tlie pay- ment of rent, the common-law mode of forfeiture seems to have reiinired ''a demand of the precise amount of rent due, neither more nor less; that it be made upon precisely the day when due and payable by the terms of the lease or if a further day was specified within which it might be paid to save the forfeiture, then upon the last day of that time. It was reipiired to be made at a convenient liour before simset, upon the land, at the most con- 12 CLASSIFICATION OF FUTURE INTERESTS (Part 1 SECTION 4.— RELIEF AGAINST FORFEITURE I. Licenser DUMPOR'S CASE. (Court of Queen's Bench, 1603. 4 Coke, 119b.) In trespass between Dumpor and Symms, upon the general issue, the jurors gave a special verdict to this effect: the president and scholars of the College of Corpus Christi in Oxford, made a lease for years in anno 10 Eliz. of the land now in question, to one Bolde, proviso that the lessee or his assigns should not alien the premises to anyl^erson or persons, witjiout^the special license of the lessors. And afterwards the lessors by their deed anno 13 Eliz. lijcensed the lessee to alien or demise the land, or any part of it, to any person or per- sons quibuscunque. And afterwards, anno 15 Eliz. the lessee assigned the term to one Tubbe, \^'ho by his last will devised it to his son, and by the same will made his son executor, and died. The son entered generally, and the testator was not indebted to any person, and after- wards the son died intestate, and the ordinary committed administra- tion to one who assigned the term to the defendant. The president and scholars, by warrant of attorney, entered for the condition broken, and made a lease to the plaintiff for twenty-one years, v/ho entered upon the defendant, who re-entered, upon which re-entry this action of trespass was brought : and that upon the lease made to Bolde, the yearly rent of 33s. and 4d. was reserved, and upon the lease to the plaintiff, the yearly rent of 22s. was only reserved. And the jurors prayed upon all this matter the advice and discretion of the court, and upon this verdict judgment was given against the plain- tiff. And in this case divers points were debated and resolved : First, That the alienation by license to Tubbe, had determined the condi- tion, so that no alienation which he might afterwards make" could break the proviso or give cause of entry to the lessors, for the lessors could not dispense with an alienation for one tiine, and that the same estate should remain subject to the proviso after. And although the proviso be, that the lessee or his assigns shall not alien, yet when the lessors license the lessee to alien, they shall never defeat by force spicuous place; as, if it were a dwelling-bouse, at tbe frout door, unless some otber place was named' in tbe lease, wbeu it was necessary to make it at tbat place. It was required tbat a demand sboiild be made in fact, sbould be pleaded and proved, to be availing. Tlie tenant, bowever, bad tbe entire day witbin wbicb to make payment." Pages 330-331. See, also, 2 Taylor, Landlord and Tenant (Otb Ed.) §§ 493, 494 ; McQuesten v. Morgan, 34 N. H. 400. For statutory modes of forfeiture of leases, see Kales, Future Interests, g§ 32-40a. Ch. 1) RIGHTS OF ENTRY FOR CONDITION BROKEN 13 of the said proviso, the term which is absolutely aliened by their li- cense, inasmuch as the assignee has the same term which was assigned by their assent: so if the lessors dispense with one alienation, they thereby dispense with all alienations after; for inasmuch as by force of the lessor's license, and of the lessee's assignment, the estate and interest of Tubbe was absolute, it is not possible that his assignee, who has his estate and interest, shall be subject to the first condi- tion: and as the dispensation of one alienation is the dispensation of all others, so it is as to the persons, for if the lessors dispense with one, all the others are at liberty. And therefore it was adjudged, Trin. 28 Eliz. Rot. 256 in Com' Banco, inter Leeds and Crompton, that where the Lord Stafiford made a lease to three, upon condition that they or any of them should not alien without the assent of the lessor, and afterwards one aliened by his assent, and afterwards the other two without license, and it was adjudged that in this case the condition being determined as to one person (by the license of the lessor) was determined in all. And Popham, Chief Justice, denied the case in 16 Eliz. Eh^er, 334. That if a man leases land upon condition that he shall not alien the land or any part of it, without the assent of the lessor, and afterwards he aliens part with the assent of the les- sor, that he cannot alien the residue without the assent of the lessor: and conceived, that is not law, for he said the condition could not be divided or apportioned by the act of the parties ; and in the same case, as to parcel which was aliened by the assent of the lessor, the condition is determined; for although the lessee aliens any part of the residue, the lessor shall not enter into the part aliened by license, and therefore the condition being determined in part, is determined in all. And, therefore, the Chief Justice said, he thought the said case was falsely printed, for he held clearly that it was not law. Nota, reader, Paschas 14 Eliz. Rot. 1015 in Com' Banco, that where the lease was made by deed indented for twenty-one years of three man- ors, A. B. C. rendering rent, for A. £6, for B. £S, for C. £10, to be paid in a place out of the land, with a condition of re-entry into all the three manors, for default of payment of the said rents, or any of them, and afterwards the lessor by deed indented and enrolled, bargained and sold the reversion of one house and forty acres of land, parcel of the manor of A., to one and his heirs, and after- wards, by another deed indented and enrolled, bargained and sold all the residue to another and his heirs ; and if the second bargainee should enter for the condition broken or not, was the question: and it was adjudged, that he should not enter for the condition broken, because the condition being entire, could not be apportioned by the act of the parties, but by the severance of part of the reversion, it is destroyed in all. But it was agreed, that a condition may be apportioned in two cases. 1. By act in law. 2. By act and wrong of the lessee. By act in law, as if a man seised of two acres, the 14 CLASSIFICATION OF FUTURE INTERESTS (Part 1 one in fee, and the other in borough English, has issue two sons, and leases both acres for life or years rendering rent with condi- tion ; the lessor dies, in this case by this descent, which is in act in the law, the reversion, rent, and condition are divided. 2. By act and wrong of the lessee, as if the lessee makes a feoffment of part, or commits waste in part, and the lessor enters for the forfeiture, or recovers the place wasted, there, tlie rent and condition shall be apportioned, for none shall take advantage of his own w^ong, and the lessor shall not be prejudiced by the wrong of the lessee: and the Lord Dyer, then Chief Justice of the Common Pleas, in the same case, said, that he who enters for a condition broken, ought to be in of the same estate which he had at the time of the condition created, and that he cannot have, when he has departed with the reversion of part: and with that reason agrees Lit. 80 b. And vide 4 & 5 Ph. & ]\Iar. Dyer, 152, where a proviso in an indenture of lease was, that the lessee, his executors or assigns, should not alien to any person without license of the lessor, but only to one of the sons of the lessee: the lessee died, his executor assigned it over to one of his sons, it is held by Stamford and Catlyn, that the son might alien to whom he pleased, without hcense, for the condition, as to the son, was determined, which agrees with the resolution of the principal point in the case at bar. 2. It was resolved, that the Statutes of 13 EHz. cap. 10 and 18 EHz. cap. 11, concerning leases made by deans and chapters, colleges, and other ecclesiastical persons, are general laws whereof the court ought to take knowledge, although they are not found by the jurors; and so it was resolved between Claypole and Carter in a writ of error in the King's Bench. ^^ 10 In Brummell v. Macpherson, 14 Yes. 173, the rule in Dumpor's Case was applied Miere the license given was to__a_ssign the lease to a particular as^ sioliiiff. Lord Eldon .said: '"Though Duuipor's Case always struck me as extraordinary, it is the law of the land at this date." In I'ennoclv v. Lyons, 118 Mass. 92, the rule of Duiupor's Case was applied, though, as is said in 5 Gray's Cases on Prop. (1st Ed.) p. 27, note 1, the pa- pers in the case show that the condition was against assignment by the lessee, and not against assignment by the lessee and his assigns. A mere waiver, however, of the breach of a condition arising by reason of one subletting is not equivalent to a license so as to make available the ap- plication of the rule in Dumpor's Case. Doe d. Boscawen v. Bliss, 4 Taunt. 735. In Doe V. Pritchard, 5 B. & Adol. 765, at 781, Patterson, J., apiiears to re- gard the rule of Dumpor's Case as inapplicable where a license is given to underlet as distinguished from assigning. Where the landlord and the assignee mutually agree at the time of the assignme nt, and in consideration of the landlord's consent to the asstgrrment,- t hat the c ondition against any^urther assignment without permission shall not be alsrogated, the condition "has'been held to be still operative and Tii»bn a further assignment without permission a cause of forfeiture arises. Kew v. Trainor, 150 111. 150, 37 N. E. 223 (1894). For a criticism of the rule in Dumpor's Case, see 7 Am. Law Rev. 610. For a criticism of the extension of the rule to a covenant in Eeid v. J. F. Wiessner Brew. Co., 88 Md. 234, 40 Atl. 877, see 12 Ilarv. Law Rev. 272, 23 & 24 Vict. c. 38, § 6: "Where any actual Waiver of the Benefit of any Ch. 1) EIGHTS OF ENTRY FOR CONDITION BROKEN 15 II. Waiver PENNANT'S CASE. (Court of Queen's Bench, 1596. 3 Coke, 64a.) In an ejectione firman, between Harvey, plaintiff, and Oswald, de- fendant, on a demise made 37 EHz. by John Pennant to the plaintiff, of certain land in Ardeley, in the county of Essex, for three years, from the feast of All Saints, ann. Z7 . The defendant pleaded, that the said John Pennant was seised of the said land in fee, and anno 35, demised it to the defendant for ten years, yielding the yearly rentjjf .£33 10s. at the feast of St. Michael, and tfiTe Annunciation of our Lady; and that he was possessed, till Pennant ousted him, and demised to the plaintiff, and he re-entered, &c. The plaintiff' replied, and confessed the said lease, but further said, that the said lease was on condition, that if the defendant, his executors_ or adjriimstjrator's, at~ahy time witHout the assent of the said John JPennant, his heirs orassigns, did grant, alien, or assign the said land or any part thereof," that then it should be lawful for tlie said Pennant and his heirs to re-enter: and that the clcfcnd.int, anno 35, grcintcd to one Taylor parcel of the said land lor six years, without the assent of Pennant,, for*which he re-entered, and made the lease to the plaintiff, prout, &c. The defendant, by way of r ejoinde r, said, that before the re-entry Pennant accepted the rent due at the feast of the Annunciation of our Lady^after the assignment^ J3y_jhe. hands of the defendant Walter Oswald. To whicli the plaintiff, by way of su rrejoinder , said that Pennant before the receipt of the rent had no_notice of the said demise t o Taylo r, on which plea the defendant did d emur in law : and Trin. 39 Eliz. it was adjudged for the plaintiff. And in this case these p oint s wer e resolved : 1st. That the condition be in^ c ollateral, the breach of it might be so secretly contrived, as to be impossible for the lessor to come to the knowledge of it, and tlierefore notice i n this case is material and issu- able, for otherwise the lessee would taTce advantage of his own fraud, for he might make the grant or demise so secretly, and so near the Covenant or Condition in any Lease on the Part of any Lessor, or his Heirs, Executors, Administrators, or Assigns, shall be proved to have taken place after the passing of this Act in any one particular Instance, such actual Waiver shall not be assumed or deemed to extend to any Instance or any Breach of Covenant or Condition other than that to which such Waiver shall specially relate, nor to be a general Waiver of the Breach of any such Cov- enant or Condition, unless an Intention to that Effect shall appear." Note on what Amounts to an Assignment in Breach of a Condition not TO Assign: (1) As to assignments by an administrator or an executor: Wil- liams' Executors (9th Ed.) 809-811. (2) As to effect of dissolution of a part- nership or assignment by one partner to the other, Varley v. Copi>ard, L. R. 7 C. P. 505 ; Corporation of Bristol v. Westcott, L. R, 12 Ch. D. 461. IG CLASSIFICATION OF FUTURE INTERESTS (Part 1 day on which the rent is to be paid, as to be impossible for the les- sor to have notice of it : but if a man makes a lease for years ren- dering rent, on condition that if the rent be behind, that it shall be lawful for him to re-enter; in that case, if the lessor demands the rent, and it is not paid, and afterwards he accepts the rent, (before the re-entry made) at a day after, he hath dispensed with the condition,^ ^ for there the condition being annexed to the rent, and he having made a demand for the rent, he ^vell knew that the condition was broke : but although in such a case he accepts the rent (due at the day for which"TRe"demand was made) yet he may re-enter,^^ for as well before araTter his re-entry, he may have an action of debt for the rent, on the contract between the lessor and lessee,^ ^ and that was the first difference betw^een a collateral condition and a con dition annexed t o ren"t: Vide 45 Ass. 5. ""Tlie second difference was, that in case of a condition annexed to rent, if the lessor distrains for the same rent for which the demand was made, he hath thereby also affirmed the lease, for his distress for the rent received; for after the lease determined he cannot distrain for the rent. 14 Ass. 11. Accord. The tliird was, that as well in case of a condition annexed to rent, as in case of a condition annexed to any collateral act, _if_the^ conclu- sion of tlie condition be, that then the lease for years shall be void ; there, no acceptance of rent due at any day after the breach of the condition w^ill make the void lease good. And so a diff'erence between a lease which is ipso facto void w^ithout any re-entry, and a lease which is voidable by re-entry ; for a lease which is ipso facto void by the breach of the condition cannot be made good by any accept- ance afterwards. Plow. Com. in Browning and Beston's Case, 133. The fourtli was, as the affirmation of a voidable lease by parol for money (oT other consideration) will not avail the lessee ; so the accept- ance of a rent, which is not in esse, nor due to him who accepts it, will not bind him ; as if land be given to husband and wife, and to the heirs oT the body of the husband, the husband makes a lease for forty years and dies, the issue in tail accepts the rent in the life of the wife, and afterward the wife dies ; yet the issue shall avoid tlie lease ; for at the time of the acceptance no rent was in esse, or due to him. Vide 32 H. 8, Br. Acceptance. 11 Accord: Goodright v. Davids, Cowp. ^.3 (1778). So a right of entry for breach of condition is waived by the lessor bringing an action for rent ac-_ cruiug subsequent to the^i^eacli with knowledge of its existence. Dendy v. Xit-TIoir; 4 C. B. N. S. 376. But there can be no waiver by receipt of rent nr liy distres s of a cause of forfeitui-e whore the forfeiture has been perfi'< tid lu'Tore the rent w as re- ceived or the distress levied. .Tones v. Carter, l.^i M. & W. 71S; ToTnian v. Purt- bury, L. K. 6 Q. B. 245; L. R. 7 Q. B. 344; Grimwood v. Moss, L. R. 7 C. P. 360. 12 Accord: Green's Case, Cro. Eliz. 3 (15S2) ; Price v. Worwood, 4 H. & N. 512. 13 Hartshorne v. Watson, 4 Bing. N. C. 178. Ch. 1) RIGHTS OF ENTRY FOR CONDITION BROKEN 17 The fifth was between a lease for Hfe and a lease for years, for in the case of a lease for life, if the conclusion of a condition annexed to the rent (or otTier collateral' act) be, that then the lease' shall be void, there (because an estate of freehold created by livery, cannot be de- temmed^before entry) in such case acceptance of rent due at a day after shall bar the lessor of his re-entry, for this voidable lease may well be affirmed by acceptance of rent : and therefore, if a man makes a lease for years, on condition that if the lessee do not go to Rome, or any other collateral condition, with conclusion that the lease shall be void, in that case, if the lessor grants over the reversion, and afterwards the condition is broke, the grantee shall take benefit thereof; for the lease is void, and not voidable by re-entry; and therefore the grantee who is a stranger, may take benefit thereof; bj.it if the lease be made for life with such condition, there the gran- tee shall never take benefit of it, for the estate for life doth not deter- mine before entry, and entry or re-entry in no case (by the common law) can be given to a stranger, 11 H. 7, 17 a, Br. Cond. 245; 10 E. 3, 52, per Stone ; 21 H. 7, 12 a. So if a parson, vicar, or prebend, makes a lease for years, rendering rent, and dies, the successor ac- cepts the rent, it is nothing worth, for the lease was void by his death, otherwise is it of a lease for life: but if a bishop, abbot, prior or such like, makes a lease for years and dies, if the successor accepts the rent, he shall never avoid the lease, for the lease was only void- able, 11 E. 3, Abbot, 9; 8 H. 5, 19; 37 H. 6b; 24 H. 8, Br. Leases, 19; F. N. B. 50 C. But note, reader, I conceive that in the case of a lease for life, if the lessor accepts the same rent which was demanded, he hath affirmed t he lea se,^for_he cannot_receiye ijt as due on any contract, as in the case of'a Tease for years, but he ought to receive it as his rent, and then he^oTlr'affirm the lease to continue ; f Qr_vvhen he accepted the rent, he could not have an action of debt for it, but his remedy then was by assize, if he had seisin, or by distress, ^^nd therefore I conceive in such case,^tlie acceptance of the rent shall bar him oniTs^re-entryT" ancTit appears by Littleton, cap. Conditions, fol. 79 a, that in such case, if the lessor brings an assize for the rent, he relinquishes, and waives the benefit of his re-entry, although it be for the rent due at the same day ; but if he re-enters first, then he mav have an action of debt for the rent behind, 17 E. 3, IZ; 18 E. 3, 10; 30 E. 3, 7; 38 E. 3, 10. And afterwards Mich. 39 and 40 Eliz. in the Common Pleas, which plea began Hil. 38 Eliz. Rot. 1302, in trespass between March and Curtis, for land in Essex, the like judgment was given by Anderson, Chief Justice, there, Walmsley, Justice, and the whole court, where a lease for years was made, rendering rent, and with condition that if the lessee should assign his term, that the lessor might re-enter, and the lessee assigned his term, that although tlie lessor had accepted 4 Kales Fbop. — 2 18 CLASSIFICATION OF FUTURE INTERESTS (Part 1 the rent by the hands of the lessee, yet, forasmuch as the lessor had not notice of the assignment, the acceptance of the rent did not con- clude him of his entry; so this point hath been adjudged by both courts. See for the said differences (which lie obscurely in our books) 45 Ass. 5, the Case of Waste, 22 H. 6, 57; 6 H. 7, 3 b; F. N. B. 120, 122; Plow. Com. Browning and Beston's Case, 133, 545; 14 Ass. 11; 40 E. 3, Entry Congeable, 41 ; 11 H. 7, 17: 10 E. 3. 52; 21 H. 7, 12; 21 H. 6, 24; '39 H. 6, 27; 26 H. 8. And in these two cases many good cases and differences were taken, when acceptance of rent (or other things) shall bar him who accepts it of the arrearages of the rent, of re-entry, of action, or of execu- tion, and the reason of the old books briefly reported, and in an ob- scure manner, well explained. If he who hath a rent-service or a rent-charge, accept the rent due at the last day, and thereof makes an acquittance, all the arrearages due before are thereby discharged : and so was it adjudged between Hopkins and Morton in the Common Pleas, Hil. Rot. 950, vide 10 Eliz. Dyer, 271, but there the case is left at large; and therewith agrees 11 H. 4, 24, and 1 H. 5, 7 b. But note, it appears by the said record of 10 El. that the bar to the avowry ought to be in such case, with conclusion of judgment, if against this deed of acquittance he ought to mal^e avowry ; so that it appears that the acquittance is tlie cause of the bar of estoppel in such case. For it appears by 8 Ass. pi. ult. ; 9 E. 3, 9; 29 E. 3, 34, that if a man makes a lease for life rendering rent, or if there be lord and tenant by fealty and rent, and the rent is behind for two years; and afterwards the lessor, or the lord, disseises the ter-tenant, and afterwards the tenant recovers against him in assize, and the rent, which incurred during the disseisin is recouped in damages, yet the lord or lessor shall recover in the assize, the arrearages before the disseisin; and the bar of the latter years is no bar of the arrearages before. Vide 39 H. 6; Bar. 79, where the principal case of annuity may be good law, either be- cause there the defendant pleaded the acquittance for the last day, and demanded judgment of action, where he ought to have relied upon the acquittance. Or because, in the case of annuity, he is not bound to pay the annuity without acquittance ; but in the case of rent-service, or rent-charge, he who receives it is not compellable to make an ac- quittance, but the making thereof is his voluntary act, to which the law doth not compel him. If there be lord and tenant, and the rent is behind, and the tenant makes a feoffment in fee, if the lord accepts the rent or service of the feoffee, he shall lose the arrearages in the time of the feoffor, although he makes no acquittance; for after such acceptance he shall not avow on the feoffor at all, nor on the feoffee, but for the services which in- curred in his time, as appears in 4 E. 3, 22 ; 7 E. 3, 8 ; 7 E. 4, 27 ; 29 H. 8, Br. Avowry, 111. But in such case, if the feoffor dies, al- though the lord accepts the rent or service by the hand of the feoft'ee. Ch. 1) RIGHTS OF ENTRY FOR CONDITION BROKEN 19 he shall not lose the arrearages, for now the lord cannot avow on other, but only on the feoffee : and that, to which the law compels a man, shall not prejudice him. So, and for the same reason, if there be lord, mesne, and tenant, and the rent due by the mesne is behind, and afterwards the tenant doth forejudge the mesne, and the lord receives the services of the mesne, which now issue immediately out of the tenancy, yet he shall not be barred of the arrearages which issue out of the mesnalty: so, if the rent be behind, and the tenant dies, the acceptance of the services by the hands of the heir shall not bar him of the arrearages ; for in these cases, although the person be altered, yet the lord doth accept the rent and services of him who only ought to do them ; and all this appears in 4 E. 3, 22; 7 E. 3, 4; 7 E. 4, 27; 29 H. 8, Avowry Br. 111. But acceptance of rent or services by the hands of the feoffee shall not bar the lord of the relief before due, for relief is no service, but a fruit and approvement of serv^ices ; for if it were part of the services, then an action of debt would not lie for it so long as the rent continues, but it is as a blossom of fruit fallen from the tree ; and for relief, it is not necessary to avow on any person certain ; and the book in 4 E. 3, 22, is to be intended, that the father made a feoff- ment in fee by collusion and died : and there it is held, that if the lord had accepted the services by the hands of the feoffee in the life of the father, he should lose his relief. But note, reader, relief was not taken within the equity of tlie Statute of Marlebridge, as it is adjudged in 17 [27] E. 3, 63 ; but now it is remedied by the Statute of 32 and 34 H. 8 of Wills. But in the case before, the lord (before acceptance of the rent or service by the hands of the feoffee) might have avowed on the feoffee for all the ar- rearages incurred, as wt;ll in the time of the feoffor, as in the time of the feoft'ee, as it is in 7 H. 4, 14; 19 E. 2, Avowry, 222. And by what hath been said it appears, that the acceptance of homage or any other service of the heir, shall not bar the lord of relief. Vid. temp. E. 1, Relief, 13; 15 E. 3 lb. 5; 16 E. 3 lb. 10; 3 E. 2 Avow. ]^C)Q 14 * * * 1* Balance of case omitted. 20 CLASSIFICATION OF FUTURE INTERESTS (Part 1 DAVENPORT v. THE QUEEN. (Privy Council, 1877. 3 App. Cas. 115.) Appeal ^^ from an order of the Supreme Court of Queensland, dis- charging a rule to set aside a verdict found for her Majesty, and to en- ter a nonsuit or a verdict for Davenport, or for a new trial in an ac- tion of ejectment brought in the name of her Majesty, on the fiat of her Attorney-General for Queensland, to recover land in the Darling Downs District in Queensland. In 1868 her Majesty leased a tract of land to one Meyer for a term of eight years, from September 23, 1867. The rent was to be paid annually in advance, and on payment of the last year's rent the les- see was entitled to a deed of the land in fee. Meyer transferred the lease to Davenport, the appellant, in June, 1869, and Davenport to D'Abedyll in 1870. Davenport was in possession as tenant to D'Abedyll when this suit was brought. ]\Ieyer failed to cultivate or improve the demised premises within a year from the date of the lease. The first question which arose was whether this failure, under the provisions of the lease, made the lease either voidable at the option of the Crown, or absolutely void, and if so, which. The Privy Council was of opinion that the lease was void- able at the option of the Crown. This part of the case is omitted. Sir Montague; E. Smith. * * * The principal facts are undis- puted. The rent payable on the 1st of January, 1869, was duly paid into the colonial treasury, but there being no evidence that the Crown was then made aware of the non-improvement, nothing turns upon this payment. However, on the 1st of February in that year the surveyor of the Darling Downs district, who had been directed by the Surveyor- General to examine the allotments which had been leased, made a re- port in which he stated that no cultivation or improvement had been made, among others, in the allotment in question. A copy of this re- port was sent in the month of June following by the Surveyor-General to Mr. Taylor, the Minister for Lands of the colony. Mr. Taylor, who was examined at the trial, deposed that having made himself ac- quainted with the report, he laid it before his colleagues in the ministry, and that the result of their deliberations was a determination not to proceed for the forfeiture of the allotments, but to allow the future rents to be paid. Mr. Taylor says he thereupon told the Surveyor-Gen- eral to take no action on this report, adding, "we could not afford it." Accordingly, Air. D'Abedyll paid the subsequent yearly rents in ad- vance as they became due, viz., on the 1st of January in the years 1870, 1871, and 1872; and on the 31st of May, 1873, he paid in advance the whole of the remaining rent accruing under the lease. He paid at the same time the fees chargeable on the issue of deeds of grant. IS Only part of tlie case is given, and tlie following short statement is sub- stituted for that in the report. Ch. 1) RIGHTS OF ENTRY FOR CONDITION BROKEN 21 It is not denied that the Minister for Lands was made acquainted with these payments, nor that they were paid "as rent ;" and it cannot be doubted that the minister knew they were so paid. Two receipts given by the local land agent were produced, in which the payments are described as "rents." On the 23d of December, 1869, a notice headed "Payment of Rents under the Leasing Act, 1866," was published in the Gazette. After giving notice to lessees living at a distance from Brisbane that the local land agents had been instructed to receive "the rents," it contains the following note : "The accompanying schedule contains all selections made under the Leasing Act of 1866, excepting those which have been forfeited for non-payment of rent. Rents which may be received upon such of these selections as may have been forfeited by operation of law, will be deemed to have been received conditionally, and without prejudice to the rigHTof the Government to deal witli the same according to the pro- visions contained in the Act in that behalf." The schedule contained the name of the appellant (who was then the assignee of the lease), the allotment No. 196, and the amount due was described as "third year's rent, i40." Similar notices were published in the Gazette on the 18th of Novem- ber, 1870, and the 31st of October, 1871. After the rent for the whole term of eight years had been fully paid, and before the term of the lease had expired, and without an offer to refund any part of the money, this ejectment was commenced. The writ bears date the 16th of September, 1874, and alleges the ti- tle of the Crown to have accrued on the 3rd of May, 1869, treating the lessee and his transferees as trespassers from that date. Upon the trial of the action, in which the above facts were admitted or proved, the judge directed the verdict to be entered for the Crown; one question only, which will be hereafter adverted to, having been left to the jury. The principal points were reserved for the consideration of the court, which, by the judgment under appeal, sustained the ver- dict. * * * If then the Crown could treat the lease as voidable, the further ques- tion to be considered is, Efas it elected so to treat it and waived the for- feiture ? On this part of the case their Lordships have felt no difficulty. The evidence of waiver seems to them to be clear and overwhelming. Not only was the rent for three successive years accepted in advance, but in 1873 the whole of the remaining rent accruing under the lease was paid up in full. And these rents were received by the officers of the Government, as appears by the evidence before set out, not only with full knowledge of the breach of the condition, but in consequence of the decision of the ministers of the Crown in the colony, come to after mature deliberation, that the Government of the colony wanted the money, and could not afford to insist upon the forfeiture. 22 CLASSIFICATION OF FUTURE INTERESTS (Part 1 It was sought to obviate the effect of these receipts by referring to the passage contained in the "notification of rents due," set out above. This notification appeared in the Gazette in three successive years, the last year being as far as appears 1871. After that year the publication was apparently abandoned. It is therefore very doubtful whether this notification can in any way affect the acceptance in the year 1873 of all the rent then remaining due. But, supposing this notice is to be regarded as pointing to all future rents, their Lordships think it would not prevent the acceptance of these rents from operating as a waiver. The notification itself de- scribes the payments as "rent," and their Lordships have no difficulty, upon the evidence before adverted to, in coming to the conclusion of fact, that the money was not only paid, but received as "rent." A question of this kind received great consideration in the House of Lords in Croft v. Lumley, 6 H. L. C. 672. In that case the facts were much more favorable to the contention that there was no waiver than in the present. Thejenant tendered and paid the rent due on the lease after the landlord had declared that he would not receive ifa's rent un- der an existing lease, but merely as compensation for the occupation of thelan^. The opinion of all the judges, except Mr. Justice Crompton, was that the receipt of the money under these circumstances operated as a waiver.' Tn the present case the rent, as already stated, was re- ceived as rent, with, at most, a protest that it was received conditionally, and without prejudice to the right to deal with the land as forfeited. Lord Wensleydale, who was disposed to agree with Mr. Justice Cromp- ton in his conclusion of fact in the particular case, appeared to have no doubt that when money is in fact received as rent, the waiver is com- plete. A very learned judge, Mr. Justice Williams, gave his opinion in the following terms : "It was established as early as Pennant's Case, 3 Rep. 64 a, that if a lessor, after notice of a forfeiture of the lease, accepts rent which accrues after, this is an act which amounts to an affifmance of the lease and a dispensation of the forfeiture. In the present case the facts, I think, amount to this : that the lessor accepted the rent, but accompanied the receipt with a protest that he did not ac- cept it as rent, and did not intend to waive any forfeiture. But I am of opinion the protest was altogether inoperative, as he had no right at all to take the money unless he took it as rent ; he cannot, I think, be allowed to say that he wrongfully took it on some other account, and if he took it as rent, the legal consequences of such an act must follow, however much he may repudiate them." Without finding it necessary to invoke this opinion to its full extent in the present case, it is enough for their Lordships to say that where money is paid and received as rent under a lease, a mere protest that it is accepted conditionally and without prejudice to the right to insist upon a prior forfeiture, cannot countervail the fact of such receipt. The finding of the jury that there was no waiver appears from the notes of the learned judge who tried the cause to have been founded Ch. 1) RIGHTS OF ENTRY FOR CONDITION BROKET"! 23 on his direction, "that the intention of the party receiving the rent, and not of the party paying- it, must be looked at in considering the ques- tion of waiver, and that unless the jury were of opinion that the rents were received after the 23d of May, 1869, unconditionally and unre- servedly, they should find no waiver." In their Lordships' view of the law which has just been stated, this direction is erroneous. They do not, however, deem it necessary to send down the case for a new trial, because the question of waiver really depends on undisputed facts, from which the proper legal inference to be drawn is, in their opinion, clear. Even if the evidence of the receipt of the money as rent had been less convincing than they have found it to be, they would have hesitated to come to the conclusion that the ministers of the Crown took this money wrongfully, and without any color of right, as they would have done if it had not been accepted as rent. Upon a review of the whole case, therefore, they are of opinion tliat the verdict ought to be entered for the defendant. In the result, their Lordships will humbly advise her Majesty to re- verse the judgment of the Supreme Court, discharging the rule nisi of the 11th of December, 1874, and, instead thereof, to direct that such rule be made absolute to set aside the verdict found for the plaintiflF, and to enter the verdict for the defendant, with costs. The defendant (appellant) will also have the costs of this appeal. DOE d. AMBLER v. WOODBRIDGE. (Court of King's Bench, 1829. 9 Barn. & C. 376.) Ejectment for a house in the city of London. Plea, Not guilty. At the trial before Lord Tenterden, C. J., at the London sittings after Hilary Term, it appeared that the lessor of the plaintiff was owner of the house in question, which the defendant occupied under a lease, con- taining a covenant that the tenant should not alter, convert, or use the rooms thereof then used as bed-rooms, or either of them, into or for any other use or purpose than bed or sitting rooms, for the occupa- tion of himself, his executors, &:c., or his or their family, without the license of the lessor in writing ; and the lease contained a clause of for- feiture for breach of any covenant. The defendant had let part of the house to a lodger, who occupied up to the time of the trial the rooms specified in the covenant above set out ; but the lessor had, after he knfew of such occupation, received rent under the lease : and the only question was. Whether by so doing he had waived the forfeiture? L ord Tenter den, C. J., thought there was a^ continuing breach as long as the rooms were occupied contrary to the covenant, and directed the jury to find for the plaintiff, but gave the defendant leave to move to enter a nonsuit. Denman now moved accordingly, and contended, that the receipt of rent by the landlord was a waiver of the forfeiture. In Doe v. Allen, 24 CLASSIFICATION OF FUTURE INTERESTS (Part 1 3 Taunt. 78, ejectment was brought for a forfeiture incurred by carry- ing on a trade prohibited by the lease. The defendant could not prove any payment of rent after the business was commenced, but it appears to have been admitted by the court that such proof would have been an answer to the action. In Doe v. Banks, 4 B. & A. 401, the payment of rent was held not to be a waiver, because the breach of covenant, which consisted in ceasing to work a coal-mine for a certain period, was not complete at the tinie of the payment. Per Curiam. The c onversioi i of a house into a shop, is a breach complete at once, and the forfeiture thereby incurred is waived by a subsequent acceptance of rent. But this covenant is, that the rooms shall not be used^ r certain purposes. There was, therefore, a new breach of covenant every day during the time that they were so used, of which the landlord might take advantage ; and the verdict, which proceeded on the particular words of this covenant, was right. Rule refused. ^^ 16 Accord: Farwell v. Easton. 63 Mo. 446; Gluck v. Elkan. 36 Minn. SO, 30 N. W. 446 (keei> a stairway jopen); Bleecker v. Smith, 13 Weud. (N. Y.) 530 (to plant ajQple trees and I'eplace those destroyed); Jackson v. Allen, 3 Cow. (X~TT~220 (give unobstructed enjoyment of a way) ; Doe v. Gladwin, 6 Ad. & E. (N. S.) 9oo (51 Eng. Com. Law Rep.) ("insure and continue in- sured") ; Doe V. Peck, 1 B. & Ad. 42S ("insure and keei) insured"). -- — ^■' TiTBonniwell v. Madison, 107 Iowa, 85, 89, 77 N. W. 530, the Court said, by Deemer, C. J.: "Moreover, while it is a general rule that no demand for I)erformance [of covenant to maintain a fence] is necessary, yet where, as in this case, there is an evident waiver of performance by defendant's immedi- ate grantor, it seems to us that demand is necessary, before the right of re-entr\' exists. See Merrifield v. Cobleigh, 4 Cush. (Mass.) 178 ; Bradstreet V. Clark, 21 Pick. (Mass.) 389; Donnelly v. Eastes, 94 Wis. 390, 69 N. W. 157; Cory v. Corv, 86 Ind. 567; Royal v. Aultman & Taylor Co., 116 Ind. 424, 19 N. E. 202, 2 L. R. A. 526; Hurto v. Grant [90 Iowa, 414, 57 N. W. 899] supra." In Crocker v. Old South Society, 106 Slass. 489, in Boston, the condition of forfeiture of a pew, if the owner left the meeting house without first offering the pew for a certain price, was held to be a continuing covenant, so that a waiver of a breach occurring at one time did not pi'eveut the condition being subsequently broken and a forfeiture enforcod. In McGlynn v. Moore, 25 Cal. 384, a covenant to build within a given time on the (Ietfllged"T?reihises was held not jo be a continuinLr covciumt. ~ On the Extinguishment of the Right of Entry for ConuYtion Broken BY Limitation. — See Glb.son v. Doeg. 2 Hurl. & U. 615 (1857) ; Hooper v. Cum- mings, 45 Me. 359; Scovill v. McMahon. 62 Conn. 378, 26 Atl. 479, 21 L. R. A. 58, 36 Am. St. Rep. 350. See also McCue v. Barrett, 99 Minn. 352, 109 N. W. 594. Note on Relief from Forfeitube in E quity. — Act 4 Geo. II, c. 28, § 2, provided that a ianaiora in pla(^e 6T BiSllilllg' an-^entry for forfeiture for non- payment of rent might serve a declaration in ejectment and that six months after execution executed in the ejectment by the landlord against the tenant, the tenant should be barred and foreclosed from all relief or remedy in eq- uity against the forfeiture. Section 3 provided the terms upon which relief in equity from the forfeiture for non-payment of rent would be given within the six months. Section 4 provided for the termination of the ejectment suit by the tender of rent or its payment into court and that if relief were given to the tenant in e«orway, in Win. 37 [1022], which seems to be the same as that cited by Lord Hale, is against the donor, though it is not mentioned in Winch that the judges finally decided the point. See also contra Lord Coke, the case of Southwell and Wade, in 1 Ro. Abr. 816 A, pi. 1, and s. c. in Poph. 91. — IJaif/rave's Note ad loc. Ch. 2) ESCHEAT AND POSSIBILITIES OF REVERTER 27 solution of any corporation all its land came back to the donor, the fact being that what made this true in case of land held in frankal- moign did not apply to land held on other tenures by corporations. GRAY, RULE AGAINST PERPETUITIES (2d Ed.) § 50: But t he notions w hich^Lori d TnWp impn<;pH upon h is hr^^^^i'^^" ''^i''^ Tint al - ways long survive h is retirement. In Joh ns on v. Norway^ (1622) arose thel^recise question whether, on the disso lution of ? rnrpnra- tion^its land wenTl;o the dono r or~es c heated to the lord. Hobart, C. J., said : "The great doubt^oF the case will be upon the barre of the defendant, whether by the death of the abbot and the monks, the land escheat to the lords of whom that was holden, or whether that shall go to the donors, and to the founders, and he thought tliat the land shall escheat, to which Winch seemed to agree." The report adds that the Judges said they would advise of the case, and gave order to argue it again; but Lo rd Hale's ]MSS.^ say that i t was held that the la nd escheated . This is th e only English case in which the question has been decided. GRAY, RULE AGAINST PERPETUITIES (2d Ed.) § 13: (3) Possibilities of Reverter . — Some est ates were term inab le by specia,l or collateral limitations ; for instance, an estate to A. till B. return ed from Rome ; or an estate to A . an d his heirs until they ceased to be tenants~ot tlieHNIanor of Dale. On the happen ing of the contmgency, the lebfifof was in ot his old estate without entry! The estate was not rut sliort, as it wouldjT^yg , been hy entry tor breach of condition, bii t expired by the terms of its original limitati on. After a life estate of this kind a remainder~couldbe limited. After such a fee it has com- monly been supposed that there could be no remainder ; but there was a so-called possi bility of reverter to the feo ffor and his heirs which w as not alienableT ~~ ~ § 14. An estate in "f ee simple conditional," so called, was by far the most common of these estates with special limitati ons. This was an esLate to the d onee and tiie heirs of his bod_v (either 'all the heirs of his body or some special class of them), with a provision that on the failure of such heirs the land should revert to the donor and his heirs. Sometimes this provision was expressed ; but, even though not expressed, yet on a gift in frankmarriage, or simply to A. and the heirs of his body, it was tacitly implied. If the donee of such an pst ate had issue bnrn, then he ronlrl nlipnntp thp IqnH sn nd tn pncs a f ee simple . If he never had issue born, or if he alienated before issue bom, or if his issue, tliough born, had all died before there had been 2 Winch, 37. « Cited Co. Lit 13 b, Harg. note. 28 CLASSIFICATION OF FUTURE INTERESTS (Part 1 any alienation of the estate, then, on his death, or the subsequent fail- ure of his issue, the land reverted to the donor and his heirs. This 4Axr^ possib ility of reverter was^^alienable ; but it could be released to the ten" anr" of_j he fee simpl e_bonditionar There could be no remainder after a fee simple conditional. § 18. In 1285, by St. Westm. II, 13 Edw. I, c. 1, De Donis Con- di tionalibus, estates in fee simple conditional w ere turned into estate s tail, the donor's possibility of reverter became a reversi on,"lind a re~ mam der could be created after the fee tai l as after a life estate. Tn- terests were thus secured to future generations of a family, and, fail- ing these, to the remainderman or donor, which could not be destroyed by the tenant for the time being of the estate. § 19. By the gradual operation of (1) the doctrine of Co llater al \yarranty; (2) the allowance, by the courts, of Common Recoveries as a"Tneahs of barring estates tail ; and (3) the Statlites of Fines, 4 Hen. VII, c. 24, and 32 Hen. VIII, c. 36, estates tail became alienable, and the reversions and remainders after them destructible. The alienation of estates tail is at present regulated in England by St. 3 & 4 Wm. IV, c. 74, by which fines and recoveries were abolislied and simpler" modes of assurance substituted. Wherever in any of the United States estates tail have been preserved, simpler forms of conveyance ha ye also generallv taken the place of fines and recoveri es. § 20. At com mon^Jj uv a tenant in fee could eithe r. (1) with the consent of the lord, substitute another in his own place to hold the fee of the lord ; or (2) by- subinfeudation, grant the land to be held of himself. But the former mode could be employed only when the feoffee was to hold the same fee that the feoffor had held ; and, there- fore, when tlie feoffor conveyed a part only of his land the feoffee had to hold of him ; and so, when the feoffor conveyed a life estate, or a fee with a special limitation (e. g. to A. and his heirs, tenants of the Manor of Dale), or (after the Statute De Donis) an estate tail, the feoffee held directly of him. All reversions and possibilities of re- verter were therefore always in the hands of the persons of whom land was held; for though a reversion could be alienated, it carried with it the lordship of the particular estate; and a possibility of re- verter could not be alienated. Land in frankalmoigiialsocouT3!~not be held of any one but the grantor. § 21. T he St. Wes ttn III, 18 Edw. I, c. 1 (1289)Jaio wn as th e Statute Q uia Kniptor esTerrafiim, e nacts" thaton~an convevances~1n fe e the tenaiTt"shall not hold of the grantor, but of ihe _£r^^^'^v''^ Inrr]^ THis put an end to subinfeudation. The Statute does not affect gifts in tail or for life. We have here to consider its effects on the future interests allowed by the common law. § 31. (3). Possibilities of Reverter. — These rights, as their name implies, were reversionary rights ; but a reversionary right implies tenure, and the Statute Quia Emptores put an end to tenure between. Ch. 2) ESCHEAT AND POSSIBILITIES OF REVERTER 29 t he feoffor of an estate in fee simpl e and the feoffee. Therefore, since_ t lTe Statute, there can be no possibiHty of reverter j-emaining in the_ feoffor_u pon the conveyance of a fee ; or, in other words, since the Statu te, th ere can be no fee with a special or colj ateraLlirnitntion ;, and tlie attempted imposition of such a limitation is invalid. The di stinction b etween a right of entry for condition broke n and a pos- sibility of reverter is this • after the statute, a feoffor, by the fcottmen t, su bstituted the feoffee for himself as his lord's tenant . By entry fo r breach of condition, he avoided the substitution , and placed himself in the same position to the lord which he had formerly occupied. The right to enter was not a reversi onary right coming into effect on th e te Tmination ot an estate, bu t was the right to substitute t he estate o f the grantor tor the estate of th e grantee . A possi bility of reverter, on the other n ana, did not wor k the substitution of on e estate for ah-^ oth erTTJut was e ssen ti?ilTy'a reversiona ryinterest, — a returning ot the land to the lord of whom it was held, because the tenant's estate had determined. § 32. In accord ance with the doctrine of the foregoing section, no possibility ot reverter after a determinable fee has been sustained in E ngland siiiLd L lltr"Statut e Quia Emptores.'* A fee simj)le subject to a conditional limitation, that is, to a shifting use or executory devise, is sometimes called a determinable fee ; but this is not technically exact. A determinable fee is one subject to a special limitation; that is, a limitation wli ich"~marks the original bounds ot t he estate, an"^ after which, m case of a fee, no other estate can be gra nted^ A con di-~ tional limitation, as the term is cominonly used, cuts off the first estate an d introduces anothe r. An estate to A. and his heirs, tenants of tlie Manor of Dale, is an assurance of a determinable fee. An estate to A. and his heirs, but if he dies unmarried, then to B. and his heirs, is a fee simple subject to a conditional limitation. Determinable fees were good at rnmmnn law, but we re done away witlT by the Statute Quia E mptores . ,CQ nditional ^li mitations were not good at common law ; th ey were first introduced by the Statutes of Uses and ot Wills. " 4 But see Mott v. Danville Seminary et al., 129 111. 403, 21 N. E. 927 (1889) ; Presbyterian Church v. Venable, 159 111. 215, 42 N. E. 836, 50 Am. St. Rep. 159 (1890) ; Miller v. Riddle, 227 111. 53, 81 N. E. 48, 118 Am. St. Rep. 2(>1 (1907) ; North v. Graham. 235 111. 178, 85 N. E. 267, 18 L. R. A. (N. S.) 624, 126 Am. St. Rep. 189 (1908). 5 See, also, Gray, Rule against Perpetuities (2d and 3d Eds.) §§ 774-788. 30 CLASSIFICATION OF FUTURE INTERESTS (Part 1 /L CHAPTER III REVERSIONS. VESTED REMAINDERS AND EXECUTORY INTERESTS 2 POLLOCK & MAITLAND, HISTORY OF ENGLISH LAW, 21, 22: Two technical terms are becoming prominent, namely, "re- vert" and "remain." For a long time past the word " reverti" alternat- ing with "redire" has been in use both in England and on the mainland to describe what will happen when a lease of land expires : The lan d w ill "come back" to the lessor . We find this phrase in those "three iTIe leases" which Bishop Oswald of Worcester granted in King Edgar's day. But occasionally in yet remote times men would endeavour to provide that when one person's enjoyment of the land had come to an end, the land should not "come back" to the donor or lessor, but should "remain," that is, stay out for, some third person. T he verb ''reman - e re" was a natural rontrast to the verb "reverti" or "redire": the land is to stay out instead of coming bac k. Both terms were in common use in~the England ot the thirteenth century, and though we may occasion- ally see the one where we should expect the other, they are in general used with precision. Land can only "revert" to the donor or those who represent him as his heirs or assigns ; if after the expiration of one es- tate the land is not to come back to the donor, but to stay out for the benefit of another, then it "remains" to that other. Gradually the terms "reversion" and "remainder," which appear already in Edward I's day, are coined and become technical ; at a yet later date we have "reversioner" and "remainderman." When creating a life estate it was usual for the donor to expressly say that on the tenant's death the land was to revert to him. But there was no need to say this ; if he said nothing the land went back to the donor who had all along been its lord. But the donor when mak- ing the gift was free to say that on the death of the life tenant the land should remain to some third person for life or in fee. As a mat- ter of fact this does not seem to have been very common; but in all probability the law would have permitted the creation of any number of successive life estates, each of course being given to some person living at the time of the gift. WILLIAMS ON REAL PROPERTY (21st Ed.) 332, 333: If a tenant in fee simple should grant to another person a lease for a term of years, or for life, or even if he should grant an estate tail, it is evi- dent that he will not thereby dispose of all his interest ; for in each case, his grantee has a less estate than himself. Accordingly, on the expira- Ch. 3) REVERSIONS AND EXECUTORY INTERESTS 31 tion of the term of years, or on the decease of the tenant for life, or on the decease of the donee in tail without having barred his estate tail and without issue, the remaining interest of the tenant in fee will re- vert to himself or his heirs, and he or his heir will again become tenant in fee simple in possession. T he smaller estate which he has so grante d is called , during its continuance, the parti cular estate, being only a part, or particula, of the estate in fee. And durmg the continuance of suclf particular estate , the mteresT"or"the tenlint irTTee simple, which still reirialns uncHsposed of — that is, his present estate, in virtue of which he is to have again the possession at some future time — is called his re- version. ■ If at the same time with the grant of the particular estate, he should also dispose of this remaining interest or reversion, or any part thereof, to some other person, it then changes its name, and is termed, not a reversion but a remainder. Thus, if a grant be made by A., a tenant in fee simple, to B. for life, and after his decease to C. and his heirs, the whole fee simple of A. will be disposed of, and C.'s interest will be termed a remainder, expectant on the decease of B. A remainder, therefore, always has its origin in express grant: a reversion merely arises incidentally, in consequence of the grant of the particular estate. It is created simply by the law, whilst a remainder springs from the act of the parties. ID. 342: A remainder chieflv differs from a reversion in t his, — that bet ^en the _qwner of t he particular estate and the owner oT the re- maiiider (called the rema inderm an) no tenure exists. They both derive" their estates trom the same source, the grariFoi the owner in fee sim- ple ; and one of them has no more right to be lord than the other. But as all estates must be holden of some person, — in the case of a grant of a particular estate with a remainder in fee simple, — the particular tenant and the remainderman both hold their estates of the same chief lord as their grantor held before. It consequently follows, that no rent service is incident to a remainder, as it usually is to a reversion; for rent service is an incident of tenure, and in this case no tenure exists. T he other point of diffp rpnrp hpt^'"^^r' a t-p-t^pT-ginn p ^nr] q r^t7''nindpr \Yf^ have already notice d, namely, that a reversion arises necessarily from th e grant ot the particular estate being simply that part of the P'^tgt p of the grantor wdiich remains undisposed of. but a remainder is alw ays itself created by an express grant. GRAY, RULE AGAINST PERPETUITIES (2d Ed.) § 113: Re- versions. — All reversions are vested interests. From their nature they are always ready to take effect in possession whenever and however the preceding estates determine. 32 CLASSIFICATION OF FUTURE INTERESTS (Part 1 FEARNE'S CONTINGENT REMAINDERS, Vol. 1, p. 216: Tlie present raparitynfJ^^"'" ?" effect in possession, if the possession were to became" vacantrancT not the certainty that the possession will become" vac ant before the estate limited in remainder determines, universall y distmguishes a vested remainder from one that is contmgent. WILLIAIMS ON REAL PROPERTY (21st Ed.) 345: But, if anjr es tate, be it ever s o small, i s always read y^^om_jts commencement to its end ^to come mto possession the moment the prior~estates^ be they what they may, ha ppen to determine, — •i t'is then a vested r ema inder, and recognised m law~ a s^an estate grantable by deed Itjvv oiiTd~b e~an estate ~ in possessi on". were~it not th atlo ther estates have aTprior claim ; and their pri ority alone postpones, o r perha ps may entirely prevent posses2_ sion being taken by the remainc[erman7~ The gift is im mediate ; but the enj oyment must necessarilv depend on the determination of the estates of those who have a prior right to the possession. GRAY, RULE AGAINST PERPETUITIES (2d Ed.) § 101 : _A re mainder is vested in A., when, throughout its continuance, A., or A. an d his heirs, have the right to the immediate possession, wlienever and however the preceding estates may determine.^ LEAKE ON PROPERTY IN LAND (2d Ed.) 230, 231 : If a grant be made to A. for life, and after the lapse of a day after his deatE t o BT tor lite "oFTnTeeTthe limita tion t o 13. is not a Femaiiider, becauseltdoes noTgommencejn pojsession _immecliately on the determinatioiTof the" particular estatei _it i s a limitation of a" freeho l d estate to commence in fut uro, which in a^mmq n law conveyance is void, and the reversion of A.'s estate remains in the grantor . 1 See definition of vested remainders adopted by Mr. Justice Cartwriglit in his opinion in Brown v. Brown, 247 111. 528, 93 N. E. 357, and that announced by Mr. Justice Baker in ^Etna Life Ins. Co. v. Hoppin, 214 Fed. 928, 131 C. C. A. 224, post, p. 136; also the distinction between vested and 'contingent remainders as announced by Mr. Justice Dunn in Carter v. Carter, 234 111. 507, 511, 85 N. E. 292. Theplain est case of a vested r emainder is where the^ l imitations are to A- lor liTeT^ wlth remainder to B ^and hisnieTfs. Brown v. Brown, 247 HIT 52SnJ3nST~Er357 ; Deadman v. Tantis, 230 111. T43, 82 N. E. 592, 120 Am. St. Rep. 291 ; Marvin v. Ledwith, 111 111. 144 ; Knight v. Pottgieser, 176 111. 368, 52 N. E. 934; Green v. Hewitt, 97 111. 113, 37 Am. Rep. 102; Clark v. Shawen, 190 111. 47, 60 N. E. 116 : Rickner v. Kessler, 138 111. 636, 28 N. E. 973. See also Vestal v. Garrett, 197 111. 398, 64 N. E. 345; Nicoll v. Scott. 99 111. 529, 548 ; Sprinsjer v. Savage, 143 111. 301, 32 N. R 520 ; O'Melia v. Mullarky, 124 111. 506, 509, 17 N. E. 36 ; Barclay v. Piatt, 170 111. 384, 48 N. E. 912.— Ed. Ch. 3) REVERSIONS AND EXECUTORY INTERESTS 33 Also a limitation whi ch ij to tak e eff ect in defeasance of a prece ding -/kj^x^ 34 CLASSIFICATION OF FUTURE INTERESTS (Part 1 that a grant of the freehold could not be made to commence at a future time, leaving the tenancy vacant during the interval. (Buckler's Case, 2 Co. 55a; Co. Lit. 217a.) As a consequence of the same rule if a feoffment were made to A. for life and after his death and one day after to B. for life or in fee, the limitation to B. was void, because it would leave the freehold with- out a tenant or in abeyance for a day after the death of A. (Fearne, Cont. Rem. 307.) GRAY, RULE AGAINST PERPETUITIES (2d Ed.): § 136. Si^'inyin^- u>cs seem to lia\e lieen first recognized in Anon. (Bro. Ab. Feoff, al Uses, 340, pi. 50) ( 1538 ), where a covenant to stand seised to the use of B. on the performance of an act by B. was held to raise the use on the happening of the contingency. (See Gilb. Uses (Sugd. Ed.) 164, note. So Wood's Case, in the Court of Wards (1560), cited 1 Co. 99a; and see Mutton's Case, Dyer, 274b; 2 Leon. 223; Dal. 91 ; Moore, 96, 376; 1 And. 42 (1573); Woodliff v. Drury, Cro. El. 439; sub nom. Woodlet v. Drury, 2 Roll. Ab. 791, pi. 1 ('l595); Mills v. Parsons, Moore, 547 (1595); Blackbourn v. Lassels, Cro. El. 800 (1600) ; Wood v. Reignold, Cro. El. 764, 854 (1601) ; Lewis, Perp. 57, 58.) 2 2 Accord: Eoe v. Traumer, 2 AYils. 75 (release to uses); Eogers v. Eagle Fire Ins. Co., 9 Wend. (N. Y.) 611 (bargain and sale) ; Wynian v. Brown, 50 'Sle. 139, 151-159 ; Vinson v. Vinson, 4 111. App. 138, 140. See. also, Shackel- ton V. Sebree, 86 111. 616 ; Latimer v. Latimer, 174 111. 418, 429, 430, 51 N. E. 5iS.— Ed. "Is A Bar gain and Sale to a Person Not in Esse GoodV — It is clear thaFk''h*^"OTHff'Tfi' "possession or reinauKlfc'r, nWy U6 I'UlsiM U3- bargain and sale to one man, on a consideration paid li.v another. (Sharington v. Strotten. Plowd. 298, 307. 2 Roll. Ab. 784, pi. 6, 7, 2 Inst. 672. Bucldey v. Simonds, Winch. 59, 61. Case of Sutton's Hospital, 10 Co. 23, 34a.) In Gilbert on Uses K (Sugd. Ed.) .398, it is said: 'If a man bargains and sells lands to one for lite, ^ (/t^ " then to his first son in tail, who is not yet born, it seems this is a good con- tingent remainder, rising out of the estate of the bargainor; but 'tis said by Newdigate (2 Sid. 158) that liy bargain and sale only, no contingent use can be supported, it seems he means by the estate of the bargainee; but, qut^re, whether it may not, ut ante, but It seems a feotfment or fine is the surest way, and so to put it out of the power of the owner of the land to destroy the future uses. Qu;ere, wliether the consideration given li y the pa rty in uses w i 11 create a use tcT fl h e not i r u ^kse. ' To Ihls i iiissaue I he r^difor. Mr. gui^l i?Trr has appenaed a note: 'It s eems clear that a contingent use to a person not in esse cannot be ra isecTT^y a bargain and sale; bec iiuse of course rue m- tend(Hl CcsLul que use caniiot pay a considei-ivFTon. aTiTl a cons ideration paid by tlTe leiitiiiL I'ot' lire wouldn nt. it is (• (uicciveil . extend to tiie unburir~son7~ In t ill - same booU (i)Uge tn) (iiTbert says tliat a mTiu cannot in a l)argain and" sale reserve to himself a power of making leases, because 'no uses will rise without consideration, therefore not to the lessees ; for where the p(>rsons are altogether uncertain, and the terms unknown, there can be no considera- tion.' To this the editor adds in a note: 'But although a general power of leasing cannot be reserved, yet a power may be reserved in a bargain and sale to grant a lease to a person from or on behalf of whom a valuable con- sideration moved at the e.xeeution of the deed.''~ (See also Sugd. Pow. [8th Ed.] 1.38, 139.) In Sanders on Uses (2 Sand. Uses [5th Ed.] 62) it is said tliat 'if there be a bargain and sale for the life of the bargainee, with a power Ch. 3) REVERSIONS AND EXECUTORY INTERESTS 35 § 137. In Anon. (Bro. Ab. Feoff, al Uses, 339, pi. 30) (1152), there was a feoffment to the use of W. and his heirs until A. paid a sum of money, and then to A. and his heirs. It was assumed by all that this was a good shiftinguse. (See Brent v. Gill^ert, Dal. Ill (1574) ; Brent's Case, 2 Ceon. 14; Dyer, 340 a (1575); Manning v. Andrews, 1 Leon. 256 (1576); Bracebridge's Case, 1 Leon. 264; sub nom. Harwell v. Lucas, Moore, 99 (1578); Stonley v. Bracebridge, 1 Leon. 5 (1583); Smith y. Warren, Cpo. El. 688 (1599); Anon. Moore, 608; Anon. 13 Co. 48 (1609) ; s. c., semble, Jenk. 328; Sympson v. Sothern, Cro. Jac. 376; 2 Bulst. 272; sub nom. Simpson's Case, Godb. 264; sub nom. Simpson v. Southwood, 1 Roll. R. 109, 137, 253 (1615); Allen's Case, Ley, 55 (1617) ; Lewis, Perp. 58-60.) ^ § 142. No difference on the score o f destructib ility was at first felt to exist betwieprcmainders limited by way of use and conditional linii - ta tions. In Brent v. Gilbert, Dal. Ill (1574), there was a feoft'ment to" the use of A. and of such woman as should be his wife at his death, for their lives, with remainders over. A. levied a fine, married B., and died. The feoffees entered. It was held by the Court of Queen's Bench that the entry of the feoffees revived the shifting use to B. The same result would have followed had B. had a remainder limited by way of use. In Brent's Case, 2 Leon. 14; Dyer, 340a (1575), the facts were the same, except that it appeared that A., before levying the fine, made a feoffment in which the feoffees joined. In the Common Pleas, Dyer, C. J., Manwood, and Monson, JJ. (Harper, J., dissenting), held that if the entry of the feoffees was necessary to revive the use, they were debarred from entry ; and Dyer, C. J., and ]\Ianwood, J., thought such entry was necessary. There is no indication that the opinions of the judges would have been altered if B. had had a remainder instead of a shifting use. Indeed it is said that B. "shall take by way of re- mainder." (2 Leon. 16. See Dillon v. Fraine, Pop. 70, Id; 1 Sugd. Pow. r7th Ed.] 13-15 ; and cf. Hoe v. Garrell (1591), cited in Pells v. Brown, 2 Roll. R. 216, 220; Palm. 131, 136.) for him to make leases, a lease made under that power cannot operate as an appointment of the use to the lessee.' ^ " The statciiicnt of these eminent lawyers appears to have little support el- />~i*->^ ther in prnKijile or authority. As a cnnsidcration iiaid tiy one iH Tson can ^J ra isH a use, and ^\\^\\ U luUire us^, toano tlier, tPere s^■en]s no IVHli^oii ull^-jt shiUllil mil I'llli^e a Use lo a person not in e^i^^'G. — If the uesl ui k\\w iisse llll(!' to prr?" or proillise tlie'Tonsiut'ratKm, rTiat w<*ni(l'lK' a reason for ri'ijuiriiii: him to iDe in esse; but as the consideration can he paid or promised by a stran- ger, tlie reason fails. A man may covenant to stand seised to the use of r elatives not in esse, e. !!r'. m mfi hse of ti\^ (L'ovenanror's unliorn cliUdren. ^ (!:?ee Bolls v Winton. Xoy. Vl'l\ Mildmay's Case. 1 Co. 175, 170b, 177a -^War- wlclc v. Gerrard. '1 Vern. 7; '1 Hayes. Conv. |.')tli Ed.l 89 et se;eeni that if a use can l>e raised t_o an unljoin person by a ( ^ o^•(:Mulllt to stand seised, it can lu^ ra-Laea-tii snch \tv x- s on Dy a harpiin ana sale." (iray. Rule a'-^^unst Perpetuities (lid Ed.) g§ Gl7 Brewst. (,1'a.) 5S0. — £d. 36 CLASSIFICATION OF FUTURE INTERESTS (Part 1 SIR EDWARD CLERK'S CASE. (Court of Queen's Bench, 1599. 6 Coke, 17b.) In an assize by Parker against Sir Edward Clere, Knight, of lands in the county of Norfolk, the case in effect was such. Clement Har - wood seised of three acres of land, each of equal value, held in capite, made a feo ffnient in fee of two of them tothe usej of his wife for h_e r life7 tor hefjointure , and af terwards made a teottment by deed of tlie thi rd acre, to the use of such person and persons, an d of such estate • ahd'estates a s he should limit and appoint by his last will in writing,^ and at terwards by his last will in writing he devised the said third acre to one in fee (under whom the plaintiff claimed ). And wheth- er'this devise was good for all th e said third acre," or not, oT tor" t^ vo" parts ot it, or void tor tlie whole, was the ques tion. And in those cases four points were resolved by Popham, Chief Justice, and Baron Clark, Justices of Assize of the said county, upon con- ference had with the other Justices : U If a man seised of lands in fee, makes a feoft'ment to the use of such person and persons, and of such estate and estates as he shall appoint by his will, that by operation of law the use doth vest in the feoffor, and he is seised of a qualified fee, that is to say, till declaration and Hmitation be made according to his power. Vide Lit. fol. 109 a. \V hen a m gn makes a fenft'ment to the us e of h is last will, he has the use in the mean time , ^s I f in such case ^ th e'feoffor by his wilUimj ts estates according to his power reserved to ^ '«<'-»c^*/^ to thengse of hi s will, and to _th e use ot h im and his heirs is all one . % Irf the case at bar, when Clement Harwood had conveyed two parts to ^he use of his wife by'^ct"S3cecuted, he could not as owner~df tlie land r Ch. 3) REVERSIONS AND EXECUTORY INTERESTS 37 devise any part of the residue by his will, so that he had no power to de\'Tse any part thereof as owner of the land and be cause he had not el ected as m the case put before, either to lirniFTt'according ^ toETs povrer, or to devise it as owner of the land (for in the case at bai%~Eav^ in^, ag mvner ot the land^onveyed two parts to the use of his wife ut s upra) he could not make any devise (thereof) therefore the devise o ught of necessity to enure as a limitation of an use, or otherwise the" devise shall be utterlv void; and judgment was given accordingly for the plaintiff for the whole land so devised. And afterwards on the said judgment Sir Edward Clere brought a writ of error in the King's Bench, sed non praevaluit, but the judgment was affirmed.* GRAY, RULE AGAINST PERPETUITIES (2d Ed.) § 144: The fi rst indic ati on of the idea t ha t a conditionaMimitation of a freehold interest was'^indestr uctible appears in Smith v. Warren , Cro. El. 6^8 (1599): Irrthat case" a fine was levied to the use of the conusee and his heirs on condition that he would pay an annuity to the conusor, and on default of payment the land should be to the use of the conuser for his life, and one year over. The conusee made a feoffment in fee ; the annuity was not paid, and the conusor entered on the feoffee's lessee. The Court of Common Pleas held that the feoffment had not destroyed the use to the conuser, "for it is a charge or burden upon the land, which goes along with the land, in whosesoever hands it comes. And being limited to the conusor himself, Glanville [J.] conceived it to be a condition unto him ; but if it had been to a stranger, to have arisen up- on such a condition, the nonperformance thereof had been a springing [or, as we should now say, 'shifting'] use unto him; for now it is mere- ly a tie and charge upon the land, which is not destroyed by the feoff- ment ; and although it be a future use, it may be well raised upon non- performance of the condition; as it was adjudged in Bracebridge's Case." [This is not Bracebridge v. Cook, Plowd. 416, as stated in the margin, but Bracebridge's Case, 1 Leon. 264.] The springing jis e hprf^ was preser\-ed under circ umstances in which, according to Chudleigh 's Case, a remamder limited by way of use would have been destroyed. The fact that the use arose as a penalty tor breach of a condition in fa- vor of the grantor seems to have had some influence — it is hard to say precisely what — on the decision. 4 See Lord Eldon's remarks in Maundrell v. Maundrell, 10 Ves. 246. 254 et seq. (1804), 263 et seq. (1S05), accord., disapproving Goodill v. Brigliam, l B. & P. 192 (1798). 38 CLASSIFICATION OF FUTURE INTERESTS (Part 1 PELLS V. BROWN. (Court of King's Bench, 1620. Cro. Jac. 500.) Replevin for the taking of three cows at Rowdham. The defendant justifies for damage fesant as in his freehold. The plaintiff traverseth the freehold ; and, thereupon being at issue, a special verdict was found, in which the case appeared to be, That one William Brown, father to the defendant, being seised of this land in fee, having issue the defend- ant, his son and heir, and Thomas Brown his second son, and Richard Brown, a third son, by his will in writing devised this land to "Thomas h is son and his heirs foreve r, paying to his brother Richard twenty pounds at the age of twenty-one years ; and if Thomas died without is- s ue, living \A^illiam his brother, that then William his brother sho iin have those lands to him, and his heirs and assigns foreyer, paymg the saicl sum as Thomas should nave~pOTdr" 'T nomas enters, aiTd suffers a co mmon recovery, with a single voucher, to the use of h imselt and his" heirs ; and afterwards d evises it to the wife of Ldward Pells , the plain-' iv^ and her heirs ; and d ies witho ut issue, living the said William Brown, who entered upon Edward Pells, and took the distress. This case was twice argued at the bar, and afterward at the bench ; and the matter was divided into three points. First, whether Thomas had an estate in fee, or in fee-tail only? Secondly, Admitting he had a fee, whether this limitation of the fee to William be good to limit a fee upon a fee ? Thirdly, If Thomas hath a fee, and William only a possibility to have a fee. Whether this recovery shall bar William, or that it be such an estate as cannot be extirpated by recovery or otherwise ? As to the first, all the justices resolved, that it is not an estate-tail in Thomas, but an estate in fee ; for it is devised to him and his heirs forever ; and also paying to Richard twenty pounds ; both which clauses show that he intended a fee to him. And the clause, "If he died wit h- o ut issue." is not absolute and indefinite, whensoever he died withou t is sue, but i t is with a contingency, "If he died without issue, living William ; " tor he might survive William, or have issue alive at the time of his death, living William ; in which cases William should never have it, but is only to have it if Thomas died without issue, living William. Vide 19 Hen. 6, pi. 74. 12 Edw. 3, pi. 8. 7 Co. 41, Beris- ford's Case. 10 Co. 50, Lampet's Case. And therefore it is not like to the cases cited on the other part, 5 Hen. 5, pi. 6, 37. Ass. pi. 15 & 16, and Dyer, 330, Clactey's Case ; for it is an exposition of his intent what issue should have it, viz. of his body ; and whensoever he died without issue, the land should remain, &c. But here it is a conditional limitation to another, if such a thing happen ; and therefore they all re- lied upon the book, Dyer, 124, and Dyer, 354, which are all one with this case. Ch. 3) REVERSIONS AND EXECUTORY INTERESTS 39 Secondly, They all agreed that this is a j^ood limitation of the f ee to W illiam by way of that con tingency^jiot_by_,way_Q f immed iate remain- der; for they all agreed it cannot be by remainder; as, if_one deviseth land to one and his heirs, and if he die without heir, that it shall remai n t o'another, it is void and re pugnant to the estate ; for one fee carinot b e in jremainder after anothe r ; for the law doth not expect the determina- tion of a fee by his dying without heirs, and therefore cannot appoint a remainder to begin upon determination thereof, as 19 Hen. 8, pi. 8, and 29 Hen. 8, Dyer, 33. B ut bv way of contingency, and by way o f e xecutory devise to another , to deternnne the one estate and limit it To another, upon an act to be performed, or in failure of performance thereof &c., for the one may be and hath always been allowed: as de- vise of his land to his executors to sell, if his heir fail of payment of .such a sum at such a day, this is an executory devise. So the case cited in B oraston's Case , 3 Co. 20, of Wellock and Hammond, where a de- vise was to the eldest so n and heirs^pay ing such a sum to the voung er s ons, otherwise that the land shoiiTd be to him an d his heirs, is a .gQod executory_devise. And a precedent was shown, Trinity Term, 38 EHz. RoTir867, Fulmerston v. Steward, where upon special verdict it was adjudged, that whereas Sir Richard Fulmerston devised to Sir Edward Cleere and Frances his wife, daughter and heir of the said Sir Richard Fulmerston, certain lands in Elden, in the county of Norfolk, to them and the heirs of Sir Edward Cleere, upon condition they should assure lands in such places to his executors and their heirs, to perform his will ; and if he failed, then he devised the said lands in Elden to his ex- ecutors and their heirs; it was adjudged to be a good limitation and no condition; for if it should be a condition, it should be destroyed by the descent to the heir ; but it is a limitation, and as an executory devise to his executors, who for non-performance of the said acts entered and sold; and adjudged good. So here, &c., for it is a good executory de- vise upon this limitation. And Doderidge said, the opinion 29 Hen. 8, Dyer 33, was that such a limitation in fee upon an estate in fee cannot be, and it had been oftentimes adjudged contrary thereto. _ To the third point, DodEridoe held, that this recovery should bar /9-A^>j> '^^^--^-yLf William ; for he had b ut a possibili ty to have a fee ^nd (|uasi a contin- ge nt estate, which is destroyed b y this recovery beforcit came in esse ; for" otherwise it w ould be a niTschicvous kind of perp etuity, which couTcl not by any means be dc sti oyed ^.\nd although it was objected, thaFlPrecoVt'ry shiill not bar but where a recovery in value extends thereto, as appears by Capel's Case, 1 Co. 62 a, where a rent-charge granted by him in remainder was bound, yet he held, that this recovery destroying the immediate estate, all contingencies and dependencies thereupon are bound, and a recovery shall bind every one who cannot falsify it; and here he who hath this possibility cannot falsify it, there- fore he shall be bound thereby. But all th e other Justices were herein a gainst h im , that iliis recovery shall not bind : tor he who sullered the recover}^ had a fee, and William Brown had but a possibility if he sur- 40 CLASSIFICATION OF FUTURE INTERESTS (Part 1 vived Thomas ; and Thomas dying without issue in his Hf e, no reco very in value shall exten d thereto^ mless he had been party 15y wayof vouclie e,"and then it should ; forby entering into the warranty he gave all his possibility; therefore they agreed to the case which Damport at the bar cited to be adjudged, 34 Eliz., where a mortgagee suffers a re- L U. jLJ" i«.«^ V. cover}'-, it shall not bind the mortgagor; but_i i he had been party by /ua/v50, 21 N. E. 191 ; Glover v. Condell, 163 111. 566, 592, 45 N. B. Ch. 4) CONTINGENT REMAINDERS 41 CHAPTER IV CONTINGENT REMAINDERS SECTION 1.— VALIDITY WILLIAMS ON REAL PROPERTY (2Lst Ed.) 356-358*: The simplicity of the common law allowed o f the creation of no other es - tates than particular estates, to llowed by the vested remainders, whic h hav e already occupied our attention. A conti n gent remainder — a re- ma inder not vested, and \vhich never mip hf ^-o^t — w:^^ In^ ig regarde d as illegal. Down t o the reign of Henrv VI not one instance is to be oA-v^-.A- /H/~o found or' a contingent remainder being h eld valid. ^ The early author- ities on the contrary are ratner opposed to such a conclusion.^ And, 173. 35 L. R. A. 360; Strain v. Sweeuy, 163 111. 603, 005, 45 N. E. 201; Stewart v. Stewart, 1S6 111. 60, 57 N. E. 885; Kron v. Kron, 195 111. 181, 62 N. E. 809. In the following cases the court said that by deed a fee cannot be limited qnlTTee'hy wtiy of reitiainaer, or that there can be no I'emiTtTKtgr ^gTTer a ves£ecliemainUer in lee: Peoria v. Darst, lUl 111. 609, 616, 619; McCaHp- bellv: Mason, UjTTyC^OO, 509, 38 N. E. 672; Smith v. Ivimbell, 153 111. 368, 372, 38 N. E. 1029. Jr. Morton v. Babb, 251 111. 488, 96 N. E. 279, where the limitations were by deed to A. and his heirs, provided that, in case A. should die leaving no issue, then the premises should revert unto the grantor and his heirs, the court held that the grantor had a possibility of reverter after a determinable fee. A power created by d eed to appoint a new trustee i s valid. Morrison v. Ke Hy, 22. i l l. 010, <4 Am. Dec. 1 69; Lake v. Brown, 116 111. 83 , 4 N. E. 773 : Craft V. I., D. & W. Ry. Co., 166 111. 580, 46 N. R 1132; West v. Fitz, 109 111. 425, 442 (semble). I t would seem, al so, fbat rlnnsips i n depds p rnviflinir f or the shitting of the legal tit le in fee from one trustee to a successor in tr ust wirliout any aribOlntment were also valid . Equitable Trust Co. v. Fisher, 106 111. 189 (semble) ; Irish v. Antioch College, 126 111. 474, 18 N. E. 768, 9 Am. St. Rep. 638. * The notes are those of Williams. — Ed. 1 The reader should be informed that this assertion is grounded only on t he author's researches. The general opinion appears to be in lavor ot the an tinuit : ^ of contingent remainders, b ioe Third Report of Real Property uom- mfssioners, p. 'za; i i^teph. <_om. (.srn Ed.) 615, n. (c). And an atteuipt to cre- ate a contingent remainder appears in an undated deed in Mad. Form. Angl. No. 535, p. 305. See, too. Bract, fo. 13a ; Fleta, fo. 179 ; Brittou (Ed. Nichols) i, 231 and n. (k), and Introd. Ix-lxiii. 2 Y. B. 11 Hen. IV, 74, pi. 14, in which case a remainder to the right heirs of a man who was dead before the remainder was limited was ht'ld to vest by purchase in the person who was heir. But it was said by Ilankey, J., that if a gift were made to one for his life, with remainder to tlie right heirs of a man who was living, the remainder would be void, because the fee ought to pass immediately to him to whom it was limited. Note, also, that in Mandeville's Case, Co. Litt. 26b, which is an ancient case of the heir of the body taking by purchase, the ancestor was dead at the time of the gift. The cases of rents are not apposite, as a diversity was long taken between 42 CLASSIFICATION OF FUTURE INTERESTS (Part 1 at a later period, the authority of Littleton is express, ^ that every remainder, which beginneth by a deed, must be in him to whom it is limited, before livery of seisin is made to him who is to have the im- mediate freehold. It appears, however, to have been adjudged, in th e reign of Henry \ 1, that it land 5 ti given 10 a man fOl liib life, with remainder to the right heirs of another who is living, and who afterwards dies, and tlie n the tenant tor lite dies, the heif of ttre stf gTT^^ shall hav e thi s land ; and j ^t it was said that, at the time o f the sfrant, the remainder was in a manner void.'* This decision ulti- mately prevailed. And the same case is accordingly put by Perkins, who lays it down, that if land be leased to A. for life, the remainder to the right heirs of J. S., who is alive at the time of the lease, this remainder is good, because there is one named in the lease (namely, A. the lessee for life), who may take immediately in the beginning of the lease.^ This appears to have been the first instance in which a contingent remainder was allowed. In this case J. S. takes no estate at all ; A. has a life interest ; and, so long as J. S. is living, the remain- der in fee does not vest in any person under the gift ; for the maxim is nemo est haeres viventis, and J. S. being alive, there is no such person living as his heir. Here, accordingly, is a future estate which will have no existence until the decease of J. S. ; if, however, J. S. should die in the lifetime of A., and if he should leave an heir, such heir will then acquire a vested remainder in fee simple, expectant on A.'s life interest. But, until these contingencies happen or fail, the limitation to the right heirs of J. S. confers no present estate on any one, but merely gives rise to the prospect of a future estate, and creates an interest of that kind which is known as a contingent remainder.'^ a grant of a rent and a conveyance of the freehold. The decision in H. 7 Hen. IV, 6b, pi. 2, cited in Archer's Case, 1 Rep. 66b, was on a case of a rent charge. The authority of P. 11 Rich. II, Fitz. Abr. tit. Detinue, 46, which is cited in Archer's Case, 1 Rep. 67a, and in Chudleighs Case, 1 Rep. 135b, as well as in the margin of Co. Litt. 37Sa, is merely a statement by the judge of the opinion of the counsel against whom the decision was made. It runs as follows: "Cherton to Rykhil — You think (vous quides) tliat inasmuch as A. S. was living at the time of the remainder being limited, that if he was dead at the time of the remainder falling in, and had a right heir at the time of the remainder falling in, that the remainder would be good enough? Rykhil — Yes, sir. — And afterwards in Trinity Term, judgment was given in favour of ^Yad [the opposite counsel]: quod nota bene." It is curious th at so much pains should have been taken b y modern lawyers to e.'cpTanr tlie reasons whvji re niinnder tp the h jnr s ot a pefs oir-who take5~rn''TTor'gyt7rfe^of freeTYoTd~sIibunriiu.LluiyA; be eirheldTo be a coiftlh gent reiirrrrnTler C^.v T-V>al-iie, "C T^.'^?^^; sq.), wlien the construction adopted (subs e- quenliy cnlN d tlic nulc in s^lnnTpy^iPngp) was flpoirlef l on before c ontingent remainders xycrc alluwiMj^. nCitt. § 721. 8ee, also, M. 27 Hen. VIII, 24a, pi. 2. 4 Year Book, 9 Hen. VI, 24a ; H. 32 Hen. VI, Fitz. Abr. tit. Feoffments and Faits, 1)9. 5 Perk. § .52. G 3 Rep. 20a, in Boraston's Case. Tl ie gift to the heirs of J. S^_has been determined to be sulhcient to confer ah estate' in fee simple on the person Ch. 4) CONTINGENT REMAINDERS 43 FEARNE'S CONTINGENT REMAINDERS, Vol. 1, pp. 3, 4: A contingent remainder is a remainder limited so as to depend on an event or condition, which may never happen or be ijerformed, or which may not happen or be periormed t ill after the determmation of the precedin g estat e ; for if the preceding estate (unless it be a mere trust estate) determine before such event or condition happens, the remainder will never take effect ; as will appear, when I come to treat of the time when a contingent remainder is to vest. ID., p. 9, Butler's Note (g) : All contingent remainders appear to be so far redu ci ble under one head,TlTat they depend for their vesting on the happening of an event, which, by possibilitv. may not happen dur- ing jhe continuance of the preceding estate, or at the instant of its determination. ' LEAKE ON PROPERTY IN LAND (2d Ed.) 233 : Bu t a renn ain- d er ma y be li mited to a person not yet as certained, or to a certain per- so n uijon a cotTclition precedent which may liorliirpT Jen luitil trfter-the det ermination ofthe particular estate ^ and whilst such uncertainty l asts, as to the person or the interest, it is describe d as a contingent remainder. ARCHER'S CASE. (Court ot Queeu's Bench, 1599. 1 Coke, CGb.) Between Baldwin and Smith, in the Common Pleas, which began Trin. 39 Eliz. rot. 1676, in a replevin, upon a special verdict, the case was such : F rancis Arche r was seised of land in fee, and held it in socage, and by his will in writing devised the land to Robert Archer the f ather, for his li feraTid aft erwards to the next heir male of Robert , and to the heirs male of the body of such next heir male ; K'fibprf harl f ssue John, Francis died . Robert enfeoffed Kent with warranty upon whom John entered, and Kent re-entered, and afterwards Robert died, &c. At first, it was agreed by Anderson, WalmsklKy et totam cur', that Robert had but an estate for life, because Robert h ad ^p pvprpgg estate for life devised to him, and the r emainder is limited to the next who may be his heir, without any additional limitation to the heh's of such lieir! '!» .larni. Wills (4tli Ed.) CI. (i2. If. however, the trift lu' uia(Te~aTrT'r t ITe~31st of Deoeinb er, is:;."., oi- by the wi ll Of a testator wlio shall hav e dieiT afte r that day, tiie lano win ueseend. on the decease of the heir "uTfest ate. iKy TTo his heir, but to the next heir ol .1. >^.. in the same manner as if .1. S. bal l been tirst entitled to the estate . Stal. •'! cV: 4 Will. 1\. c. lUi;. § 4. Jf the hetl's taKiii^" as imrcliasers under sucli a .!-'ift he female, they take as joiut t eulints, and not li?^ conaiveiiois. — uweu v. uiuuums, lyui', 1 CH. ii^ii. 44 CLASSIFICATION OP FUTURE INTERESTS (Part 1 heir male of Robert in the singular number ; and the right heir male of iTobert c annot enter for the forfeiture in the life of Robert, for he c annot be heir as long as Robert lives . Secondly, that the remainder to the right heir male of Robert is good, although he cannot have a rf ght heir clurmg nis iit ej_but it i s sufficient that the remainder vest s eo instanti t hat the particular estate determine s. And so it is agreed in / Hen. 4, b h, and Cranmer's Case, 14 Eliz. Dyer 309 a. Thirdly (which was the principal point of the case), it was agreed per totam cur', that by the feofl-ment of the tenant for life, the remainder was d estroyed ; for every contingent remainder ought to vest, either durmg the particular estate, or at least eo instanti that it determines; for if t he particular estate hf^ pnAaA^ nr d^t^r minprl ip fact, or in law, befor e th e contingency falls, the remainder is void. And in this case, inas- much as by the feoffment of Robert, his estate for life was determined by a condition in law annexed to i t, and cannot be revived afterwards by any possibility; tor this reason the contingent remainder is destroy- ed, against the opinion ot Gascoigne m / Hen. 4, 'Z6 b. Eut it the ten-" ant for life had been disseised, and died, yet the remainder is good, for there the particular estate doth remain in right, and might have been revested, as it is said in 32 Hen. 6. But it is otherwise in the case at the bar, for by his feoffment no right of the particular estate doth remain. And it was said it was so agreed by Popham, Chief Justice, and divers justices in the argument of the case between Dillon and Freine [Chud- leigh's Case, 1 Coke 120a, ante, p. 82,] and denied by none. See 11 R. 2, tit. Detinue, 46. And note the judgment of the book, and the rea- son thereof, which case there adjudged is a stronger case than the case at the bar. But note, reader, that after the feoffment, the estate for li fe t o some purpose had continuance; for all leases, charges, &c.. made by the tenant for life shall stand during his lite, but the estate is suppose d to continue as to those only who claim by the tenant for life before the f orteiture • but as to Ml Othel'iJ who d o not claim by the tenant for life hi mself, the particular estate is determined : and by th e better opinion, the warranty shal l bind the remainder, alth ough th e warranty was cre- ate d bet ore the remainder attached or vested, and although the remain- der was in the consideration of the law, and he who shall be bound by it, never could have avoided it by entry, or otherwise; yet forasmuch as the remainder did commence, and had its being by force of the de- vise, which was before the warranty; for this reason it shall bind the remainder; but the same was not unanimously agreed: and as the feoffment of the tenant for life shall destroy the remainder, which was in consideration of law, so, et a fortiori, the warranty of his ancestor (by whom he is intended to be advanced) shall bind him. And in many cases one shall be bound, and barred of his right by a warranty, who could never have defeated it by any means, as in 44 Edw. 3, 30, and 44 Ass. p. 35. Lessee for life is disseised, to whom a collateral ancestor of the lessor releaseth, and dieth, he shall be barred. Vide 3 Hen. 7, 9 Ch. 4) CONTINGENT REMAINDERS 45 a, and 33 Hen. 8, Br. Guarantee, 84, a feme covert, who cannot enter nor avoid the warranty, shall be barred. So if tenant for life, the re- mainder to the right heirs of J. S., had been disseised, and the disseisor had levied a fine at the common law, the right heir of J. S. shall be bound, and yet he could not enter nor make claim. B ut the point ad- judged was, that by the feoffment of th e tenant for life, th e reiiiainder was destroyed.' ■^ See, also, the following Americnn cases, where the life estate was pre - ma turely term inated b.v a tortious feofFment inade or common recovery suf - fef edby the TiTo tCTlMii r. and wliore In consefpiotiw tile contingent remaiiid er wa r destr oyed: — WaTTTToll \. Kalluw, b Itawlo (i'a) i*:jl; ^tump v. FindlayT 2 RawIeTnrri^S, 10 Am. Dec. U32 ; Lyle v. Kichards, 9 Serg. & R. (Pa.) 322 ; Abbott V. Jenkins, 10 Serg. & R. (Pa.) 296 ; Redfern v. INIiddletou's Ex'rs, Rice (S. C.) 459 ; Faber v. Police, 10 S. C. 376 ; McElwee v. Wheeler, 10 S. C. 392. In Bennett v. Morris, 5 Rawle (Pa.) 9, a remainder similar to that in Archer's Case was held contingent and destructible. As to the character of remainders to the heirs of a living person and the destructibility of such re- mainders, see the following: Williams, Real Prop. (17th Ed.) 411, notes (d) and (8); Digby, Hist, of the Law of Real Prop. (4th P:d.) 264-269 (translating case from Year Books antedating 156S) ; Fearue, Contingent Remainders, 9; Chal- lis, Real Prop. (2d Ed.) 120; Boraston's Case, 3 Co. 19b; Irvine v. Newlin, 63 Miss. 192. See. also, Bailey v. Morris, 4 Ves. Jr. 788; Frogmortou v. Wharrey, 2 Wm. Black. Rep. 72S ; Mudge v. Hammill, 21 R. I. 283, 43 Atl. 544, 79 Am. St. Rep. 802; Hanna v. Hawes, 45 Iowa, 437, 440; Thurston v. Thurston, 6 R. I. 296, 300; Jarvis v. Wyatt, 11 N. C. 227; Lemacks v. Glover, 1 Rich. Eq. (S. C.) 141; Tucker v. Adams, 14 Ga. 548; Sharman v. Jackson, 30 Ga. 224; Johnson v. Jacob, 74 Ky. (11 Bush) 646; Hall v. La France Fire Engine Co., 158 N. Y. 570, 53 N. E. 513; ^IcCampbell v. Mason, 151 111. 500, 38 N. E. 672 ; JFAna Life Ins. Co. v. Hoppin, 249 111. 406. 94 N. E. 669 ; .aitna Life Ins. Co. v. Hoppin, 214 Fed. 928, 131 C. C. A. 224, post, p. 136. Gray's Rule against Perpetuities (3d Ed.) § 921: "And this doctrine has been repeatedly laid down and followed, as by Lord Northington in Car- C>w^>t*-J £i-y wardine v. Carwardine, 1 Eden, 27, 34, where he says: 'It is a certain prin- ru.^ y ciple of law, that whe rever such a construction can be put upon a limitation . ^■*'^»-*-w» ^-v a s that it may take'~etl:cct py way or remainder, it sbp11 npvpv tnke ulac oiig ruUG^ fCi^ c^ a springing use t)^ ^-^^5"^^^o''y deyjse ;' by Lord Mansfield in Goodtifle"^ ^ ■ ^^ ^ *! Biilington, Dougl. Too, 708; by ix)rd Kenyon in Doe d. Mussell v. JSIorgan, 3 '^■*'"^-»-t ^ ^ J T. R. 763, 765, where he says: 'If ever there existed a rule respecting ex- / w' ^ ^' ecutory devises which has uniformly prevailed without any exception to the ^^*2llZ—X. ^^"-^ ^Y^*^ contrai'y, it is that which was laid down by Lord Hale;' by Lord Ellen- borough, in Doe d. Scott v. Roach, 5 M. & S. 482, 491, 492, where he says: ■ 'As circumstances stood when the will was made the limitation to Mary Dennett's children must have been construed a contingent remainder, not be- cause the testatrix meant it to operate in that particular mode, that is, by contingent remainder, nor because her intention would be most effectually carried into effect by treating it as a contingent remainder, but because it is a rule of law that no limitation shall operate by way of executory devise, which, at the time of the testator's death, was capable of operating by way of contingent remainder ;' by the Court of Common Pleas in Doe d. Planner V. Scudamore, 2 B. & P. 289, 296, 297, 298 ; and by the Court of King's Bench in Doe d. Herbert v. Selby, 2 B. & C. 926, 930. And Lord St. Leonards in Cole V. Sewell, 4 D. <& War. 1, 27, says: ' Now, if t here be one rule of law m ore sacred than another, it is this, that no UWirf lliaH Mtlilll I H4 ( ' li i im t i i ii ' il \ \\ bp~ f,ii t\\(MMit()rv or sldllili g use, wiucii can by jinssiliilitv fiilfn ■^"""••f by \^in y o l,rein:iiu(lcr-7 — STC Pi'.tiuii. (T R. ..M-.,'jn: MbillTTExec. Int. 71, 72; Tbeob. Wills (7th Ed.) 649; Wms. Real Prop. (22d Ed.) 386; 21 Law Quart. Rev. 129. See also Burleigh v. Clough, 52 N. H. 267, 273, 13 Am. Rep. 23; Hay- ward V. Spaulding, 75 N. H. 92, 71 Atl. 219." 46 CLASSIFICATION OF FUTURE INTERESTS (Part 1 JOSHUA WILLIAMS, ON THE ORIGIN OF THE PRESENT MODE OF FAMILY SETTLEMENTS OF LANDED PROPER- TY, 1 Juridical Society's Papers, 45, 53 : C hudleigh's case was argued /,'«.-yiJX, ^' i n th r ih t h 3-f ii ii f lln i ri ;^ n n f Qu rr n Elir a K rth (1 Rep. 121a); and in the 39t h and 40th years of that reign the doctr ine there laid down was conhrmed by the decision of Archer's case (1 Rep, bbb), ni which a teir^ i-Ti, '""^'^ • a nF tor lite w^as held to have des inov ed by his feoffment a c ontingent remainder to the next heir male of aperson then l iving! However; notwithstanding these decisions, limitations to the use ot~"unborn first and other sons successively in tail appear to have continued, of which an example may be seen in a settlement dated the 20th March, 3 Jac. 1 (Harleian Charter, 83 H. 20), w'here limitations occur to the use of the first male child begotten of the bodies of the husband and wife in tail, with remainder to the use of the second, and so on down to the fifth, followed by similar limitations to the use of the first female child in tail, with remainder to the others down to the sixth. It was evident, however, that, whilst these contingent remainders to unborn children were liable to be destroyed by the feoffment of the tenant for life, there was very little certainty in a settlement thus made, and a plan was ac- cordingly devised for giying the free hold to trustees during the lite of th e^atner upon trust to preserve the contingent remainders to his chil - dren. It is said by counsel in the argument of the case of Garth v. Sir John Hind Cotton (1 Ves. Sen. 524), that this plan was i nvented by L ord Keeper Bridgman ; and Lord Hardwicke, in his judgment in the /^♦f^cxxce^ same case, A. D. 1750, states, that the invention of trustees to preserve contingent remainders was then about 100 years since ; and he subse- quently states, that the limitation to trustees to preserve contingent re- mainders took its rise from the determination of two great cases, Chudleigh's case and Archer's case, though it was several years after those resolutions before that light was struck out, and it was not brought into practice amongst conveyancers till the time of the Usurpa- tion; when probably the p roviding against forfeitures for what wa s then c alled treason, and delinquency w.ns an additional motive tn it. (1 Dicll>ens, that by marriage and other settlements, estates are limited in remainder to the use of the sons and daughters, the issue of such marriage, with remainders over, without limiting an estate to trustees to presei've the contingent I'e- mainders limited to such sons and daughters, by which means such sons and daughters, if they happen to be born after the decease of their father, are in danger to be defeated of their remainder by the next in remainder after them, and left unprovided for by such settlements, contrary to the intent of the parties that made those settlements: be it enacted by the King's most excellent Majesty, by and with the advice and consent of the Lords Spiritual and Temporal, and Commons, in this present Parliament assembled, and by the authority of the same, That W-here any estate already is or shall here- after, by any marri age or other settlement, be limited in remainder to . or to t he use of theT irstor otherson or sons of the body of any person lawfully begotten, with any remainder"~or remainders over to, or to the use of any other person or persons, or in remainder to, or to the use of a daughter or daughters lawfully begotten, with any remainder or remainders, to any other person or pers ons, that any sen or sons, or daugnter or daugtiters ot su cfi peTSon o r persons lawf\ ill;^^J)ei ^tten or to be begotten, tnat sli a ll be born at ter t he d ecease ot nis, her oi' their father, shall and may, by vn-tue ot sucn set- tfeme liL, Luk e .such es tate so 'llmltgd" to the first and other sons, or to the daughter or daughters, in the same manner, as if born in the lifetime of his, he r or their father , although the;-e shall happen no estate to be limited to trustees, after tne decease of the father, to preserve the contingent remainder to such afterborn son or sons, daughter or daughters, until he, she or they come in esse, or are born, to take the same; any law or usage to the contrary in any wise notwithstanding. II. Provided also. That nothing in this Act shall extend or be construed to extend to divest any estate in remainder, that by virtue of any marriage or other settlement, is already come to the possession of any person or persons, or to whom any right is accrued, though not in actual possession, by reason or means of any afterborn son or sons, or daughter or daughters not happen- ing to be born in the lifetime of his, her or their father. "It is singular that this Statute does not expressly mentio n limitations or d evises n ^ '' Cor, cu rr tr,*~ ^o '\ *•' A^-^r^ ci C^ LODDINGTON v. KIME. (Court of King's Bench, 1695. 1 Salk. 224.) In replevin a special verdict was found, viz., That Sir Michael Armin being seised in fee, devised a rent-charge, and then d evises the land to A. for life "without impeachment of wast e ; and i n case he have any i ssue male, then to such issue male and his heirs forever ; and if he' di e without issue male, then to B. and his heirs foreve r." A. entered and suffered a common recoverv', and died without issue. *~" ^__^_ M ' . — 1st question was, W'hether A. was tenant in tail by this devise? Pow- ELL held the express esta te for life not d estro yed by the implication that a rose on the latter_ word s followio o Tso that A. was only tenant f or life, and the r atherTbecause these words, viz., impeachment of waste, an dTor lite, must in that case be rejected , quod Trebv, C. J., conces- sit. 23Ty! The CouRThe ld. that is^ue was to be taken here as nome n s ingulare , because the inheritance was annexed and limited to the word issue ; so that the inheritance was in the issue, and not in A. the father. 3dly. That this li niitation to the issue was not an executory devise, be - /• v • ing after a freehold, but a contingent remainder, so that a posthumou s v and to hold the same unto the said George Allen, Thomas Youle, and U^ihOoh^-^»^ t» John Gillatt, their heirs and assigns, to the uses, upbfi'ahd for fhe i&^ ■ ffj" tmstsT intents, and purposes, and with, undei, and subject to the pow- '^""^ cTa, provisions, and declarations hereinafter expressed and contained of and concerning the same; ^** viz., to the use of my said dear wife an d her assigns, for and d uring the term of her natural hte, it she shall so long continue my widow and unmarried, without impeachment of waste; and f rom and after her decease or second marriage, which shall first happen, t o the use of my said granddaughter, iMartha Han- n ah Johnson, and her assigns, for and during the term of her natur al liTe, and from and after her d ecease to the use of all and ev ery the child or childreiT ot her, tne said Martha Hannah Tohnson. who shall at- ~ ta rn the age ot twenty-o ne years, if more than one, equally to be divid- ed amongst them, share and snare alike, to hold as tenants in com- mon, and not as joint tenants, and to their several and respective heirs and assigns forever, and if but one such child, then to the use of such ' one child, his or her heirs and assigns forever; and for want of an y s uch issu e, then it is my will and mind , and I do hereby direct, that my said trustees, and the survivor of tTiem, and the heirs and assigns of such survivor, do and shall stand seised and possessed thereof, in trust, a s_to on e equal half part or share thereo f, to permit an d suffer A nn Joiin sonT^the wite ot my grandson ThomasTvoger ijelk Johnson, or any otlier wife whom he may happen to marry, to receive and take th e rents, issues, and profits thereof, for and during the t6rffl~ of her n atural lite, t'or the maintenance and education ot all and every the c iiiTd or cn ndr Lii of iii) ' said g r ands t Tn Tholius Rugei Delk Jul m- 9 Only the opinion is here Riven. 1 " The rule of destrnctibility of contingent remainders could not be in- vokt'd \v n(M-(' th e interests were enultableT Astley v. Micklethwait, 15 Ch, biv. ,j\) (lSf>{)). — ■ Ch. 4) CONTINGENT REMAINDERS 51 son [and from and after her decease, to the use of all and every the c hi ld and children'^! nTy "said gr an dson,~Thomas K jj^^cr^Eelk JoFnso n^ lawfully begotten, who shall attain the age of twenty-one yearsT^ more than one, equally to be divided amongst them, share and share alike, to hold as tenants in common, and not as joint tenants, and to their several and respective heirs and assigns forever; and if but one such child, then to the use of such one child, his or her heirs and as- signs forever. A nd as to the other equal half part or sha re_thereof. to stand seised and possessed thereof to th e use of the said Sarah Rhodes, for and during the term of her natural life, and from and after her decease, to the use of all and every the chiId~ or"childrerTror th e said Sarah Rhodes, lawfully begotten, who shall attain the age of twenty-one years, if more than one, to be equally divided amongst chem, share and share alike, to hold as tenants in common and not as joint tenants, and to their several respective heirs and assigns forever." Martha Hannah Jo hnso n survived the t estator's wddow, and after his death, namely, m the year 1825, married Maurice Green Fest ing. She di ed in 1833, leaving three infant children; and the main q uestion is , whether those children took on her death any interest in the devised e states . W'e think that they did not. It was contende d on their behalf that they took vested e states in fee immediately on the death of t heir moth- er~ subject only to be devested in the e\ent of their dying under twent y - one, and the case, it was said, must be treated as coming within the prm- ciple of the decision of the House of Lords in Phipps v. Ackers, 3 CI. & Fin. 703, and the cases there referred to. To this, howeve r, we c annot acced e. -In all those cases there was an absolute gift to some ascertamed person or persons, and the courts held, that words accom- panying the gift, though apparently importing a contingency or con- tingencies, did in reality only indicate certain circumstances on the happening or not happening of which the estate previously devised should be devested, and pass from the first devisee into some other channel. The clear distinction in the present case is, that here there is n o pit t'^ nny "^"^ •"•^'■"' '"''""^= ""^ nnnvpr tlip nrlmlp r>f tliP rPr jin-^i'tP H p- s cription. The gift is not to the children of Mrs. Festing. but to the ch ildren who sh all attain twenty-one, and no one who has not attaine d his age of twen ty-one years is an object of the testat or's bounty, any niore than a person who is not a child nf Afr^. I^Vsfirip^ Lven it there were no authority establishing this to be a substantial and not an imaginary distinction, still we should not feel inclined to extend the doctrine of Doe v. Moore, 14 East, 601, and Phipps v. Ackers to cases not precisely similar. But, in fact, the distinction to which we have adverted in a great measure forms the ground of the decision in the case of Duffield v. Duffield, 3 Bligh, N. S. 20, in the House of Lords, and Russell v. Buchanan, 2 C. & M. 561, in this court; and on this 52 CLASSIFICATION OP FUTURE INTERESTS (Part 1 short ground our opinion is founded. We think that Mrs. Festing was tena nt for hfe, with contingent remainders in fee to suc h ot her ch iP d fgn as should attain twenty-one ; and as no child had attained tw enty-one when the ])articular estate determined hv her dea th, the re mamder was necessarily defeated . It is equally clear that all the ot her limitations were d efea ted by the same event, namely the dcatH o f ]\Irs. Festing leaving;- several infant children, but no child w ho had th en attained the a^e of twenty-one year s. For the limitations to take effect at her decease were all of them contingent remainders in fee, one or other of which was to take effect according to the events pointed out. If Mrs. Festing had left at her decease a child who had then attained the age of twenty-one years, her child or children would have taken absolutely, to the exclusion of all the other contingent remainder-men. If on the other hand, there had at her decease been a failure of her child or children who should attain twenty-one, then the alternative limitations would have taken effect; but this did not happen, for though she left no child of the age of twenty-one years, and there- fore capable ot "takmg under tne devise in favor ot her children, yet neither is it possible to say that ther e was" at her decease a failure o f her issue who s hould attain the age oft wenty-one years 7jor_sKe left three children,~all or any ot whom mTgh t and still m ay attain the prescribed age ; so that the contingency on~ wHich alone~the alternative limitationsw ere to take effect had not Happened when__ th£ particiilar esta te deternimed, and those a lternative limitatio ns, all of which were cont ingent remainders, were therefore "defeated^ On^liese short grounds, we thinlc it clear, that neither the infant children of Mrs. Festing, nor the parties who were to take the estate in case of her leaving no child who should attain twenty-one, take any interest whatever, but that on her death the whole estate and interest vested in the heir-at-law. We shall certify our opinion to Vice-Chancellor Wigram accord- ingly/^ 11 Accord: Bull v, Pritchard, 5 Hare, 567 (1S47) ; Holmes v. Prescott, .3.3 L. J. Ch. 2G4 (1864) ; Rhodes v. Whitehead, 2 Dr. & Sm. 532 (1S65) ; Cunliffe v. P.raiicker, 3 Ch. Div. 393 (1876); Irvine v. Newlin, 63 ISIiss. 192. Coutra: Browne v. Browne, 3 Sm. & G. 568 (1857). Ch. 4) CONTINGENT REMAINDERS 53 EGERTON V. MASSEY. (Court of Common Pleas, 1857. 3 C. B. [N. S.] 338.) CocKBURN, C. J.^^ I am of opinion that the defendants are entitled to the judgment of the court. The action is brought to try the right to property devised by the will of one Elizabeth Cdover, who died seised in fee-simple. The devi se was to the testatrix's niece Eunice Highfield, for life , with r emaincler to her children in such shares as sh e should appoint, with remainder, in default of issue of Eunice, to her n ephew, Peter Highfield, in fee . And the will contained a residuary clause, whereby the testatrix gave and bequeathed a ll the residue and remainder of her estate and effects, wdiatsoever and" wheresoever, not thereinbefore disposed of, unto her said niece Eunice Highfield, her heirs an d assigns forever . It appears that, after the death of the testatrix, iiu nice Highfield by lease and release of the 1st and 2d of October, 1832, c onveyed the premises in question to one Peter Jacksq n. in fee; and the question is, whether that is a valid conveyance, or whether the testatrix's nephew Peter Highfield, — Eunice Highfiel d, the tenant for life, having d ied without issu e, — became entitled to the estate. That question turns upon w hether b}'- the conveyance to Jackson the life-est ate of Eunice Highfield became merged in the re\e r- ' sToh, so that, by the failure of the particular estate upon which t he co ntingent remamder of Peter PJighfield depended, the rontin p; -ent "re- m ainder was destroyed . 1 am of opinion that that is the true state of things. The testatrix first creates a life estate in Eunice Highfield, and ^\__^^^^^^ c^^^^/x-ty^ " then gives a c ontingent remainder to Peter Highfield, leaving the ^^"'t" the contingent reniaiiitler. there was no inerL^ 'r of t he lite esta r e and tlie reversjiin: rmnKet v. Ilohiies. 1 Lev. 11 (semble) ; ChaFIis, Ke:ll Proj)." {2d Ed.) 12(1 : Fearne, C. R., 341 et so*] ; 3 Preston on Conveyancing (3d Ed.) 51, 38s. 491. See, also, Kellett v. Shepard, 139 111. 433, 2.S N. E. 751, 34 N. E. 254. I n such cases the merger occurred only w hen the o ne who was both life tenant an cT ie\ei lienor conveyed t o^STTPtrU p a'j'l^ Lio Lk the liL'tJ ealate and the le^ei'StunT l^gerton v. -Mas.sey, 3 C. B. J^. S. 338, supfii; — BwilH'LL V. ^t(>F ris, supra; Bond v. Moore, supra ; Beldr Ing V. Parsons, supra ; 3 Preston on Conveyancing (3d Ed.) 489. But see Dennett v. Dennett, 40 N. H. 498, and McCreary v. Coggeshall, 74 S. C. 42, 53 S. E. 978, 7 L. R. A. (N. S.) 433, 7 Ann. Cas. 693. ^^^lere an iindivided liart of the reversion is conveyed to the life tenant a merger occurs, and the contingent remainder is destroyed to the extent of the interest held in reversion and ctmwyed to the life tenant. Oump v. Norwood. 7 Taunt. 362; Fearne, C. R., 310; Craig v. Warner, 5 Mackey (16 D. C.) 460, 60 Am. Rep. 381. See, also, 3 Preston on Conveyancing, 89; Westcott's Case, 3 Co. 2, 60. An executory devise does not mcrprp jp t^^, fap nUQn ^ which it is limited , though they l>elong to the same Person. Goodtitle vr"\N nite, lo East, 174 56 CLASSIFICATION OF FUTURE INTERESTS (Part 1 the termination of the particular estate, or afterwards. In the former case the future interest took effect as a common-law remainder, with- out any gap between the termination of the particular estate limited and the contingent interest expressly limited. If the event happened after the termination of the particular estate, and the future interest still took effect, it would do so after a gap and by a process of cutting short the reversion in fee which would have vested in possession be- tween the time the life estate terminated and the time the future inter- est expressly limited was ready to take effect in possession. In thecase at bar the future interest in B., when cre ated, is limited upon an even t which may happen at the ve ry time when A.'s life es- tatelermiiiates by A.'s death, or it may happen after that time. In the former cajg B.'s interest will take effect as a common-law remainde'r witliout any gap between the lite estate expressly limired and the m- tere st~e^^essly Imiited to B. Under these circumstances there can be no cutting short by B. of any estate which has come into possession. On the other hand, B.'s interes t might, if it took eft'ect as limited, do so after A.'s life estate had termmafed and after a tuture mterest in fee had vested in possessi on in the children of A. In thatcase B.'s interest, it it took ettect, would do so as a shift ing executory intere st cut ting short a previous estate in fee expres sly limited. It is argued on behalf of N. that the tuture interest in B. in the case at bar is as clearly destructible, if it must take effect as a shifting in- terest after a fee expressly limited, as is the contingent remainder when it must, by the termination of the particular estate before the contin- gency happens, take eft'ect, if at all, as a springing future interest cut- ting short a reversion in fee by operation of law and vested in posses- sion. It is argued that when X. died A. had no child, and B.'s interest was,' therefore, at that time capable of taking effect as a common-law remainder vesting in possession at A.'s death. It is insisted that the rule of the common law, as deduced from the cases of the destructibil- ity of contingent remainders, is that if the future interest can possibly take effect as such a common law remainder it must do so, and if after- wards, as events turn out, it cannot do so, but must take effect as an executory interest which would have been invalid under the feudal land law, then it must fail entirely. It is claimed that a future interest which, as it is created, can take effect as a remainder, must do so in that way or fail entirely and that it logically makes no difference whether the future interest fails to take eft'ect as a remainder because the event upon which it is limited happens after the tennination of a life estate with no other estate expressly created intervening, but only a reversion in fee, so that the future interest would, if valid, be obliged to take eft'ect as a springing executory interest, or because another fee expressly limited does intervene, so that the future interest would have to take effect as a shifting executory interest. The weakness with these logical deductions is that they are based upon an illogical premise. The adherence to the rule of destructibil- Ch. 4) CONTINGENT REMAINDERS 57 it y after springing and shifting^ inj^erests were allowed and made in- des tructible was^ Iogi(^rerror ._The rule that aTIuture inlerest.wHch can take effect as a common law remaindef~must do^ so or fail entire ly a'nd can never take effecr as a springi ng~e3cecutory devise or usej ^jio more than a circumlocution announcing the rule of dest ructibility Tt is, thereforeVequally a logical error. We may guess that the rule of destructibility would never have obtained if the question had come up after the validity of springing and shifting interests and their inde- structibility had become established and the rule against perpetuities promulgated. A rule of destruc tibility which is founded more upon a pre j udice in favor ot feudal~rures than upon logic is norin a goo3 ~ posi tion at this day to msist upon its extension, accordingj othe strict- est logic, to a case not actually covere d and determined Ijy authority. FoT this reason the doctrme o± destructibility is held to b^ inapplicable in the case at bar.^* ut-u^i ^ ?^/- X-J^ 8 & 9 VICT, c. 106, § 8 (1845) : That a co ntingent remai nder, ex- is ting^'ar'any~timF"aTteF~nie~3TsF"of December, 1844, shall be, and, if created before the passing of this act, shall be deemed to have been, c apable of taking effect, notwithstanding the determination, by forfei- tu re, sur render, or merger, of any preceding e state of freehold in the same nianneT, in all resptctsT as it such determination had not hap- penedT'"'' i4 But see Gray, Rule against Perpetuities (3d Ed.) § 338, note 3, and Chal- lis V. Doe, 18 Q. B. 231, 7 H. L. C. 531, post, p. 536. 15 "In a note to tlie passage just cited [3 Dav. Conv. (3d Ed.) 267] refer- ence is made to a suggestion that tlie provision in 8 & 9 Vict. c. 106, § 8, pro- tecting contingent remainders from failure by the forfeiture of the preceding t<^ /«-eration of a feoffment. Id. 268, note (u). The writer, ' ' indeed, afterwards adduces a reason against the conclusion to which he ad- '"^-C ^f-LJ^-r^ iv-»^ verts, and seems inclined to approve. But the reason he advances in its fa- ^^ , » __ vour seems to he grounded on a misapprehension. Forfeiture by the act of *'*'^/*-^ **^ a tenant for life did not cease to be possible with the enactment depriving (v*v»*.u»i ' Lr^ LiJC' feoffments of their tortious operation. A life estate was formerly liable to f^^/#»-*^ forfeiture not only by means of a conveyance executed by the tenant and op- '^ "■^-4-t^.wv-i^ . erating by wrong, but also for various other acts by him. 2 Blk. Com. 267, ' 268. Though not all of these were still operative at the time of the passing of the act of 1845, yet f orfeiture for treason and felony conti nued until 1870, and then from its abolition forfeitur e tor oUtlaAVfy'was'excented . 33 & 34 Vict. c. 23, § 1. "T he act of 1845 did not afford any support to such continge nt remainder s as were de peiTdrrrtr'O'nT m e v e n t -wlitrh iTiighf Tfor happen until a lter the natural tcrnnnalion ot the proaHiing estate nf frochold. i''esting v. Allen, 12 M."Sc W. 2'«y; Ke ytyan, Johns. 3S7 : Holmes v. I'rescott, 10 .Jur. (N. S.) 507 ; 33 L. J. Ch. 264; Rhodes v. AVhitehead, 2 Dr. & Sm. 532; Perceval v. Perceval, L. R. 9 Eq. 386; Price v. Hall, L. R. 5 Eq. 399; Brackenbury v. 58 CLASSIFICATION OF FUTURE INTERESTS (Part 1 In re LECHMERE and LLOYD. (Chancery Division, 1881. IS Ch. Div. 524.) Adjourned Summons. Elizabeth Williams, widow, being seised of a farm called Pistill, in the county of Radnor, by her will, made in 1846, shortly before her death, devised the same as follows : "I give and devise the said farm, lands, and hereditaments, unto and to the use of my granddaughter, El i zabeth Eckley, and her assigns du ring her lif e, without impeacliment^f waste ; and from and aft er he r d ecease I give and devise the same to such children of the said Eliza- beth Eckley living: at her death, and such i^^sue then living of her cliil- f^pe.-^t" ■ dre n then de ceased, as either before or after her decease shall, being a .. r / '' "*^^ male or mal es, attam the age of twenty-one years, or. beingf a female or Cf oJc^dy^^ females, attain that age or marry, in fee simple, to take, if more than Ctt ■ ' X- 1 *^(fw ^^^^> ^^ tenants in common, according to the stocks, and not according T^ ' to the number of individuals ; and if there shall be no such children or ). .. t ^^rt vv-^ issue," t"hen over. Elizabeth Eckley married Thomas Lechmere, and d ied in 1879, leav- ing seven children, of whom five had attained t wenty-on e at the time of her death, and two, a son and a daughter, were infants, the daughter being also a spinster. There was no issue of any deceased child. The five adult children having enter ed into a contra ct for the s ale^ of the ?arm,'the question arose, upon an ohjecfion by the purchasers, whether these five children could make a good title to the entirety of the property; and whether all the seven children did not take vested interests in remainder as tenants in common, subject, as to the shares of the two infant children, to be divested in case of their dying under age. Gibbons, 2 Ch. D. 417 (but see In re Lechmere and Lloyd, 18 Ch. D. 524; Miles V. Jarvis, 24 CTi. D. 633) ; Cunliffe v. Brancker, 3 Ch. D. 303 ; Astley K. Micklethwait. 15 Ch. D. 59. Wherever, therefore, until after the passing of the act next referred to, such remainders were limited, it was necessary to limit estates to trustees to preserve them." Vaizey on Law of Settlements, 1163, 1164. In some American states the contingent remainders act which exists is of partial effect only, like the Statute of 8 «& 9 Vict, supra: Maine. Rev. St. 1871, c. 73. § 5; Massachusetts, Rev. Laws (1902) e. 134. § 8. The acts in both these states antedate the English Contingent Remainders Act of 1845. The Massachusetts act appears in R. S. 1836, c. 59, § 7; the Maine act in R. S. 1841, c. 91, § 10. In South Carolina (1 Rev. Stat. 1893, c. 66; Code of Laws 1902, vol. 1, § 2465) the act goes no farther than to provide that a contingent remainder shall not be "defeated by feoffment with livery of seisin." In Texas the statute goes no farther than to provide that the remainder shall not be defeated by the alienation of the particular estate, either by deed or will, or by the union of such particular estate with the inheritance by purchase or descejit. Batts' Ann. Civ. St. 1897, § 626. Ch. 4) CONTIXGENT REMAINDERS 59 The question was raised for the opinion of the court upon a sum- mons taken out by the purchasers under the Vendor and Purchaser Act, 1874. Jessel, M. R. I am sorry there is a report of such a case as Brack- enbury v. Gibbons, 2 Ch. D. 417, because I am not aware of any other case in which the words we have here occur, and I cannot now say what I otherwise should have said had there been no such reported case. But, with all respect, I must say this, that the real point does not ap- pear to have been taken by Vice-Chancellor Hall in Brackenbury v. Gibbons, for he fails to point out that the devise in that case, so far as it related to children who had not attained twenty-one when the par- ticular estate determined, could really only take effect as an executory devise and not as a remainder at all. He seems to have relied upon Holmes v. Prescott, 10 Jur. N. S. 507; 12 W. R. 636, and Rhodes v. Whitehead, 2 Dr. & Sm. 532 ; but those were different cases altogether, for there the words "or after" the death, which were in Brackenbury v. Gibbons, and which we have here, did not occur. The Vice-Chancellor says that "Every gift which can take effect as a remainder absolutely excludes its being treated as an executory devise." I agree, that is the rule ; but I am at a loss to see how the devise in that case or this could take eft'ect as a remainder. The rule is that a ^remamde r must be capable o t taking ettec t when t he preceding estate determin es. Now what is the gift here? it is thisl [His Lordship then read the clause of the will above stated, and continued:] The rule being as stated by Vice-Chancellor Hall, that every gift which can take eft'ect as a remain- der absolutely excludes its being treated as an executory devise, how is it possible to construe such a gift as this — "to such children of the said Elizabeth Eckley living at her death as either before or after her decease shall, being a male or males, attain the age of twenty-one years, or, being a female or females, attain that age or marry, in fee simple" — as a gift that can take effect as a remainder as to those chil- dren who had not complied with the conditions of the will before the death of the tenant for life? It is impossible. It ca nnot take eft'ect as a remainder as regards those children who attain twent y-one o r marr y after the death ot the tenant for life; for the cla ss to take under the"gTf t to children who attained twcntv-one or married after the deat h co flT^not Dossiblv be ascertained during the lifetime of the tenant fo r lije. W here the gilt is to a class which can by no possibility be as- cer tained at the determi nation of the preceding estate ot freehold, the class can only take on the footing of its being an ex ecutory devise. What ground is there tor cutting clown the devise and saying that only those who had attained twenty-one or married at the death of the ten- ant for life were to take? If the devise be to A. for life, and after her death simply to a class of children who shall attain twenty-one or marry, I agree that those members of the class who have not attained twenty-one or married at the death of the tenant for life, though they may do so afterwards, can- 60 CLASSIFICATION OF FUTURE INTERESTS (Part 1 not take, according to the rule in Festing v. Allen, 12 M. & W. 279; but here_ u^e have two d istinct classes as the^ objec ts of the devise, the one being children living~at th'e^eath of the tenant for life and attaining twenty-one or marrying before the death, and the other being children living at the death and attaining twenty-one or marrying after the death. There are two children who were living at the death of the ten- ant for life, but are at present under age : why should they not, upon their fulfilling the conditions of the will, participate in the testatrix's bounty equally with the other children who had fulfilled those condi- tions in the lifetime of the tenant for life? But to enable the second class to participate it is necessary to read the gift to them as an execu- tory devise. The rule is that you construe every limitation, if you pos- sibly can, as a remainder, rather than as an executory devise. It is a harsh rule : why should I extend it ? Why should a gift which can- not possibly take effect as a remainder not take effect as anexecutory devise ? I see no good reason why it should not. The result is, in my opinion, that t he d evise in this case could not ta ke effect as a remainder in respect of those children who surv iv"ed tlie ten ant for life but had not a ttairied twentv-one at her death, and must,^ therefore, m order to let in those children, be construed as an executory de yise. Consequently t he five children w lio have attaine d twenty-olTe t ake vested i nterests liable to open to let in the two infant c HIIdren on th eir fulfilling the conditi ons of the wil l ; and I am therefore of opinion that the five children who attained twenty-one in the lifetime of the tenant for life cannot now make a good title to the entirety of the property.^* i« Accord: Dean v. Dean, [1891] 3 Ch. 150; In re Wrightson, [1904] 2 Ch. (C. A.) 95. In Dean v. Dean, supra, Chitty, J., said: "Apart from the clauses as to maintenance and advancement, tliis case is not distinguishable from Brackenburj' v. Gibbons and In re Leehmere and Lloyd, 18 Ch. D. 524. The decisions in those cases are conflicting. In the former, Hall, V. C, had present to his mind two rules of law ; the first, as he stated it, "that every gift which can take effect as a remainder absolutely ex- cludes its being treated as an executory devise' ; and, secondly, that a contin- gent remainder fails unless it is ready to take effect in possession immediately on the determination of the particular freehold estate. He applied both rule.;. In the latter case, the blaster of the Rolls (Sir G. Jessel) declined to apply the first rule, and held that the limitation was a valid executory devise. The distinction which he drew between a future limitation to all the children of a tenant for life who shall attain twenty-one and a future limitation to all the children of a tenant for life who either during his life or afterwards shall attain twenty-one, seems at first sight subtle and over-refined. So far as the testator's intention is concerned, the meaning of the limitations is the same ; in both cases the testator intends that all the children who attain twenty-one, whether before or after the death of the tenant for life, shall take ; and it would seem strange to any one not acquainted with the niceties of the law relating to real property in this country, that any different legal effect should l>e given to a mere difference in words which mean the same thing. But a difference in the mere form of words does in several cases make a dif- ference in law. For instance, w^here there is a limitation of real estate to a man for life, or until he shall attempt to aliene, and a limitation over on such attempt, both limitations are valid and effectual; but, if intending the very Ch. 4) CONTINGENT REMAINDERS 61 40 & 41 VICT. c. 33 (August 2, 1877): Every contin gent r emainder created by any instrument executed after tHe passing of this act, or by any will or codicil revived or republished by any will or codicil ex- ecuted after tliat date, in tenements or hereditaments of any tenure, wh ich wou l d have been valid as a springing or shifting use or execu - tory devise or other limitation had it not had a sufficient estate to s up- port it as a contin gent remainder, shall, in the event of the particula r e state determining be fore the contingent remainder v ests, be capab le of taking effect in all respects as it the contmgent remamder had orig- ifially been created as a springing or shifting use or executory devise or other executory limitationT" BOND V. MOORE. (Supreme Court of Illinois, 1908. 236 111. 576, 86 N. E. 386, 19 L. R. A. [N. S.] 540.) Petitions by W. A. Bond and others and by Lester Curtis against Sally Palmer Curtis ]\Ioore and others, to register land titles. From decrees dismissing the petitions, petitioners appeal, and the appeals were consolidated. Reversed and remanded, Horace K. Tenney and Albert M. Kales, for appellants. John S. Huey, for appellees. DuxN, J. Sarah Walker died testate in 1883, seised of the west quarter of lot 2, in block 32, known as No. 205 Lake street, and of the west quarter of lot 3, in block 16, known as No. 103 South Water street, both in the original town of Chicago. The second clause of her same thing, the testator limits the real estate to a man for his life, and then adds a condition that he shall not aliene, and that if he does, the property shall go over, the condition and gift over are void." But compare White v. Summers, [1908] 2 Ch. 256. 17 "This statute appears to provide for most of the cases in which, subse- quently to 1845, it was still necessary to limit estates to trustees for the preservation of contingent remainders, including that — if, indeed, it was one — which has been already mentioned, of a parent's estate being subject to determine or shift in his lifetime, as, for instance, on his failing to assume or discontinuing the use of a prescribed name and arms, or on his acquiring another estate, and its being intended that the remainder to his children should take effect, notwithstanding the determination of his estate. "Yet even this statute appears to have left one case unprovided for, and in which it may be still necessary to insert limitations to trustees to pre- serve. If a remainder is limited to such children as shall attain a certain age, and when the last precedent particular estate determines some only of those children have attained that age the remainder will vest in them. Con- sequently the Act will not operate, and the younger children will be excluded." Vaizey's Law of Settlements, 1164, 1165. See, also. 6 Bythewood's Conveyancing (4th Ed.) 400, 401. In Washburn on Real Property (6th VA.) 1600. the following states are re- feri'ed to in the note as having a complete contingent remainders act: Ala- bama, Georgia, Indiana, Kentucky, Michigan. Minnesota, Montana, New York, North Dakota, Virginia, West Virginia, and Wisconsin. 62 CLASSIFICATION OP FUTURE INTERESTS (Part 1 will, which was executed September 25, 1876, was as follows : "I give, bequeath and devise all of my estate, real and personal, unto my son, Lester Curtis, during his lifetime, and authorize him tcTTell or ex- cTiange any or all of my real estate, and to invest the proceeds thereof as in his judgment he may think best; but should he die without chil- dreii, then the estate, or so much of it as may remain after his reason- able expenses for living, etc., shall go to my nearest relatives, in such proportions as the law in such cases does provide." Lester Curtis was the only heir of the testatrix. He was unmarried at the date of the will, but at the time of the death of the testatrix he was married and had two children. Immediately after his mother's death he entered into possession of the premises, and has ever since continued in possession of them. In February, 1908, he conveyed them to William A. Bond, by deeds reciting the second clause of the will of Sarah Walker that undei* it Lester Curtis took a life estate, and that he was also entitled, by descent, to a legal reversion of the fee pending the event of his dying without children, and the taking effect in possession, in that event, of the gift to the testatrix's nearest relatives, and that it Avas the intention of the grantor to convey the life estate and the rever- sion in fee, so that the life estate should merge in the fee and be ex- tinguished and prematurely destroyed, and the grantee be vested at once with a legal estate in fee in possession, and that any contingent future interest in the nearest relatives should be destroyed. On Feb- ruary 13, 1908, William A. Bond executed a declaration of trust in fa- vor of Lester Curtis for the premises at No. 103 South Water street in fee, and on February 24, 1908, together with his wife, by special warranty deed conveyed the premises at No. 205 Lake street to Lester Curtis. On February 26, 1908, Bond, claiming the fee as trustee, filed his application to have the title to the premises at No. 103 South Water street registered under the Torrens act, and Curtis filed a separate ap- plication for the registration of the title to the premises at No. 205 Lake street, 'i'he two daughters of Curtis were made parties defend- ant, as were also various nieces and nephews of Sarah Walker, her next of kin. Mary Isabel Curtis, one of the daughters, assented to the petition, but the appellee Sally Palmer Curtis Moore, the other daugh- ter, filed an answer, denying that Lester Curtis and Bond were the owners of the fee, and alleging that she and her sister were the owners of the fee in remainder, subject to the life estate. The answers of the nieces and nephews alleged that, next to the daughters, they were the nearest relatives of Sarah Walker, and in case of the death of the two daughters without issue before the death of their father, such of the nieces and nephews as should survive Lester Curtis would be entitled to the fee. The causes were referred to an examiner, who found that the petitioners were the owners of the fee and entitled to have their ti- tles registered ; but upon objection the reports were disapproved, and decrees were entered dismissing the applications, but without prejudice Ch. 4) CONTINGENT REMAINDERS 63 to the rights of the petitioners in an estate less than the fee. The ap- peals, prosecuted separately to this court, have been consolidated. The principal question arising upon the construction of the second clause of Sarah Walker's will is whether or not there was a devise, by implication, of the remainder in fee to the children of Lester Curtis, by reason of the gift over to the nearest relatives of Sarah Walker should he die \vithout children. [The court held that there was no re- mainder by imxjlica tion in the_children.] The limitation of the estate to the nearest relatives of the testatrix should Lester Curtis die without children is a contingent remainder. Since Lester Curtis was himself the nearest relative of the testatrix at the time of her death, the devise comes within the rule that, where there is a gift to one for life, with remainder to the testator's next of kin, and the life tenant is tlie sole next of kin at the death of the testa- tor, the remainder will be considered as given to the persons answering the description at the termination of the estate for life. Johnson v. Askey, 190 111. 58, 60 N. E. 76. Both the event upon which the estate in remainder is to come into possession, the death without children of Lester Curtis, and the persons who may at that time be entitled, as the nearest relatives of Sarah Walker, to take the estate, are uncertain, and the remainder is therefore contingent. Until its vesting, or the de- termination of the impossibility of its vesting, tlie reversion in fee de- scended to Lester Curtis as the heir. Peterson v. Jackson, 196 111. 40, 63rN. E. 645; Harrison v. Weatherby, 180 111. 418, 54 N. E. 237; Pink- ney v. Weaver, 216 Hi. 185, 74 X. E. 714. It is contended by appellants that, by the conveyance to William A. Bond of the life estate devised to Lester Curtis, and of the remainder in fee inherited by him, the life estate became merged in the fee, and tlie contingent remainder to the nearest relatives was destroyed. The ef- fect of a conveyance of his estate, by a life tenant, to the remainder- man is to cause the destruction of the particular estate, which becomes merged in the fee. Field v. Peeples, 180 111. 376, 54 N. E. 304; 2 BTackstone's Com. 177; 4 Kent's Com. 100. Every remainder requires a particular estate to support it, and a contingent remainder must vest daring the continuance of the particular estate, or eo instanti that it de- termines. 2 Blackstone's Com. 168. If the particular estate comes to an end before the event upon the happening of which the contingent re- mainder is to take effect occurs, the remainder is defeated; and this is so whether the preceding estate reaches its natural termination or is brought to a premature end by merger, forfeiture, or otherwise. "Un- less a contingent remainder becomes vested on or before the deter- mination of the preceding vested estate, it can never come into posses- sion ; it has perished. It makes no difference whether the preceding estates have ended by reaching the limit originally imposed upon them, or whether they have been cut short by merger, forfeiture, or other- wise. Gray on Perpetuities, § 10."' Madison v. Larmon, 170 111. 65, 64 CLASSIFICATION OF FUTURE INTERESTS (Part 1 48 N. E. 556, 62 Am. St. Rep. 356. "Contingent remainders may be defeated by destroying or determining the particular estate upon which they depend before the contingency happens whereby they become vest- ed. Therefore, where there is tenant for Hfe, with divers remainders in contingency, he may, not only by his death, but by alienation, surrender, or other methods, destroy and determine his own life estate before any of those remainders vest, the consequence of which is that he utterly defeats them all." 2 Blackstone's Com. 171. So a tenant for life, with subsequent contingent remainders, might make a tortious conveyance by deed of feoffment with livery of seisin, and thus forfeit his life es- tate for the express purpose of destroying the contingent remainders, and upon reconveyance of the tortious title would hold it free from the contingent remainders. It was to prevent contingent remainders from being defeated by such premature determination or destruction of the preceding estate that the device was invented of interposing trustees to preserve contingent remainders having a legal estate to support the re- mainders until the happening of the contingency. When the estate for life and the next vested estate in remainder or reversion meet in the same person, notwithstanding intervening contingent remainders, the particular estate will merge in tlie reversion or remainder, and the con- tingent remainders will be destroyed. A qualification of this rule ex- ists where the creation of the particular estate and the remainder or re- version occur at the same time and by the same instrument. Fearne on Contingent Remainders, §§ 316-324; 3 Preston on Conveyancing (3d Ed.) 399; 2 Washburn on Real Property (6th Ed.) 553, pars. 1597, 1598; WilHams on Real Property, 233. In Egerton v. IVl^ssey, 3 C. B. (N. S.) 338, the devise was to Eunice Highfield for life, remainder, in default of issue of Eunice, to Peter Highfield in fee, residuary devise to Eunice in fee. After the death of the testatrix, Eunice, by lease and release, conveyed to Peter Jackson in fee, and after her death without issue the question of title arose between those claiming under Peter Jackson and those claiming under Peter Highfield. It was held that under the residuary devise the reversion in fee went to Eunice Highfield ; that the life estate did not merge in it so long as both remained in the devisee, but that upon her conveyance of both estates to Peter Jackson the Hfe estate merged in the fee, and that the contingent remainder of Peter Highfield was destroyed. The same question arose in Bennett v. Morris, 5 Rawle (Pa.) 9, and a simi- lar question in Craig v, Warner, 5 Mackey (D. C.) 460, 60 Am. Rep. 381, and were similarly decided. In Faber v. Police, 10 S. C. Z76, and McElwee v. Wheeler, 10 S. C. 392, the devise was for life, with contin- gent remainders over, the life tenant being the sole heir of the testator. The devisees made deeds of feoffment with livery of seisin, and their grantees reconveyed to the grantors. It was held that, the common law not having been modified in South Carolina at the time, the effect of Ch. 4) CONTINGENT REMAINDERS 65 the deeds was to destroy the h'fe estates and perfect the absolute title in the life tenants. Redfern v. Middleton, Rice (S. C.) 459. The case of Frazer v. Supervisors of Peoria County, 74 111. 282, is cited as sustaining the proposition that the court will not permit a con- tingent remainder to be destroyed contrary to the will of a testator or grantor. A deed was made to an unmarried woman and the heirs of her body. She reconvcyed before having issue, and it was held that the contingent remainder to her children was not thereby destroyed. The question there discussed was the effect of section 6 of the statute of con- veyances, which modifies estates tail so as to give the first taker a life estate, with the remainder in fee simple absolute to the next. The doc- trine of merger, which has just been considered, did not apply to es- tates tail under the statute de donis, which were an exception to the rule. Such estates were protected and preserved from merger by the operation and construction given to the statute de donis for the express purpose of preventing the particular tenant from thus barring and de- stroying the estate tail. 2 Blackstone's Com. 177, 178. It was held m Frazer v. Supervisors of Peoria County that tlie General Assembly did not intend to restore the common law as it stood before the adoption of the statute de donis, and leave the donee with power to alien the es- tate and repurchase, and thus cut off both the remainder and reversion, but did intend that the person who should first take from the tenant in tail should take a fee simple absolute, without any power in the donee to dock the remainder, or any reversion in the donor except on failure of issue. The case deals with an estate tail only under our statute, and is a case of statutory construction only, having nothing to do with the general question of the destruction of contingent remainders. Our conclusion is that the language of the will does not warrant the implication of a devise of the remainder to the children of Lester Cur- tis ; that the reversion descended to Lester Curtis, as heir at law ; that by his deed to William A. Bond the life estate merged in the reversion, and the contingent remainder to the nearest relatives of the testatrix was destroyed; and that the appellants hold the title to the premises involved in the respective causes in fee simple. The decrees are reversed, and the causes remanded for further pro- ceedings in accordance with this opinion.^ ^ Reversed and remanded. 18 The three judges dissenting did so only as to the point that there was no remainder in tlie cliildren by implication. But see Simonds v. Siniouds. 199 Mass. 552. 85 N. E. 860, 19 I* R. A- (N. S.) 686 (1908) : Ilayward v. Spaulding, 75 N. U. 92, 71 Atl. 21SLa908) ; Gray, Rule against rerpetuities (3d Ed.) § 918 et seq. 4 Kales Prop. — 5 66 CLASSIFICATION OF FUTURE INTERESTS (Part 1 PROPOSED LEGISLATION. No remainder or other interest sliall be defeated by the determina- tion of the precedent estate or interest prior to the happening of the event or contingency on which the remainder or expectant interest is limited to take effect.^® SECTION 2.— CONSTRUCTION, WEBB V. HEARING. (Court of King's Bench, 1617. Cro. Jac. 415.) Ejectment for a messuage in London. Upon a special verdict the case was, that William Say was seised in fee of this messuage holden in socage, having Margaret his wife, Francis his son, and three daugh- ters, Agnes, Alice, and Elizabeth, and deviseth the said messuage in this manner: "I bequeath to Francis my son my houses in London, after the death of m} n\'ite; "and if my th ree_da ughters, or either of^ them,~do overhve theiFmotlier, and Francislheir brother and his heirs,'' then they to enjoy the same houses ior term ot tneir lives ; and the same houses th en I give to _jny sister^sons , Roger Wittenbury_and Joh n Wittenbur y, and they to pay yearly to the Bachelors' Company^ Merchant Taylors'i6. 10.y. And if they or their successors deny the payment of the said sum, then it shall be lawful to the wardens of the said company to enter and discharge them forever." It was found, that the devisor died; the son and two of the sisters died without is- sue; the wife jNIargaret survived them, entered and died; Elizabeth, the third sister, survived, entered, and died, having issue the defendant ; John Wittenbury died ; Roger entered, and died ; Henry Pierson the lessor, his cousin and heir, entered, and made that lease ; the defendant, as cousin and heir of Francis the son, ousts him, &c. The principal question was, Wheth er Fr ancis the son had a fee or a fee jail by this will, in regard the limitation is. "If his sisters s ur yive_ hi m and his heirs" ? The Court resolved, he liaiLb ut a fee-tail : for "heirs," JnJMs place, is intended "heirs of his body ;" for the limitation being to his sister^ it"Tsnec essarilv _to_be intended^ that it 'was if h e3l^^uld_die without is^ sue of his b ody ; for they are his heirs collate ral. And therefore there is a difference where a devise is to one and his heirs, and if he die with- out heirs, that it shall remain, it is void, as 19 Hen. 8, pi. 9; yet when a 19 Adapted from section 1 of a proposed act concerning limitations of inter- ests in property, drafted by Professor Ernst Freuud. See, also, 1 111. Law Rev. 378. Ch.4) CONTINGENT REMAINDERS 67 devise is to one and his heirs, and if he die without heir, it shall be to his next brother, there is an apparent intention what heirs he intended ; and the intention being collected by the will, the law shall adjudge ac- cordingly. A'ide 18 Eliz. ; Dyer, 333, Chapman's Case; 6 Co. 16, Wild's Case. The second point, whether John Wittenbury and Roger Wittenbury had a fee by this deviseT Aiid itwa s resoTve J't heyliad ; becaiise tTicy had paid a consideration for it, viz., an annual sum ; and the words, "if tkey or their successors deny the payment," show the intent, that it should go to their heirs. Vide 4 Edw. 6, "Estate," Br. 78 ; 6 Co. 16. A third point, the estate being limited, "And if my three daughter s or either of t hem, do overlive their mother and brother and h is heirs , then tliey to have it, and, after them John Wittenburv and Roger Wit- te nbury', &c." Whether this be a contingent estate, and if so, whether it were performed, two ot the daughters dying in tHe^litet imeTbf tHeir brother. And it was resolved that this was no limitation contingent, -" buf shows when it shall commence, which is well enough performed : wherefore it was adjudged for tlie plaintiff. — I was of counsel with the plaintiff. LUXFORD V. CHEEKE. (Court of Common Pleas, 1683. 3 Lev. 125.) Ejectment upon the demise of Benjamin Cutter and ]\Iary his wife; and upon Xot guilty it was found by special verdict, that John Church was seised in fee, and by his wife Isabel had issue four sons : Humph- ry the first, Robert the second, Anthony the third, John the fourth; and by his will the 6th of March, 1583, devised all tojiis wife fo rjier^ life, if she do not xmrry, but if she do marry, that Humphry present ly afterni er~deceg?b euLei, hav e, hold, and enjoy all the land to him an d th e heirs males ot his body; remainder to Robert, and the heirs males oThis body; the remainder to Anthony, and the heirs males of his body; remainder to John, and the heirs males of his body; with divers 20 A fortiori, where the limitations are to A. for life, remainder to B. for life, B.'s remainder for life is vested. Gray, Rule against Perp. (2d Ed.) § 102 ; Madison v. Laruion, 170 111. U5, 48 N. E. 55G, G2 Am. St. Kep. 350. Hall V. Nute, 38 N. H. 422, contra, no\A- seems to be overruled. Keunard V. Kenuard, 63 N. H. 303 ; Wi^gin v. Perkins, 64 N. H. 36, 5 Atl. 904 ; Parker V. Koss, 69 X. H. 213, 45 Atl. 576. The introduction of a remainder after a life estate with the words "afte r thc upon condition precedent, or i f the condition tje subsequent ; scil. that the estate in fee shall vest immediately upon the death of the father, to be divested if he die before 21. For the defend- ant it was argued, that the condition was precedent, and that the estate should descend to the youngest son in the mean time, or at least shall be in contingency and in abeyance till the first son shall attain to one and twenty; and so the eldest son has no title now, being no more than 17. On the other side it was argued, and so agree d by the Court, that th ough by the first w ords this may se em to be a cond ition pr ecederit T y et, taking all the words togeth er, this^ was not a condition p recedent, but a present devise to the eldest son, subject to and defeasible bv thi s condition subsequent, scil. his not attaining the age of 21 ; and they re- sembled this to" die case of Spiiiig"ahd CsesaF, reported by Jones, j., and abridged by Roll. 1, Abr. 415, nu. 12. A fine to the use of B. and his heirs if C. pays him not 20.?. upon Septemb. 10, and if C. does pay, to the use of B. for life, remainder to C. and his heirs, where the word si does not create a condition precedent, but the estate in fee vests pres- ently in C. to be divested by payment afterwards ; so here. Accord- ingly this case was adjudged in Mich. Term next foUowing.^^ 21 Followed in the case of freehold land in Broomfield v. Crowder, 1 B. & P. N. R. 313 (1S05), and in Roome v. Philliiis, 24 N. Y. 463. Cf. Boraston's Case, 3 Co. 19a (1587). And see Hawkins on Wills, 237-242. Lt^ake, Digest of the Law of Property in Land, p. 367: "Accordingly a devise to A. if or when he shall attain a given age, followed by a devise over in case he die under that age, is construed as giving an inunediately vested estate, subject to be divested by the executory devise over taking effect, and not as an executory devise upon his attaining that age, which would be the necessary construction if it stood alone without the devise over." (^ J 70 CLASSIFICATION OP FUTURE INTERESTS (Part 1 DOE d. WILLIS V. MARTIN. (Court of KiniJc's Bench, 1700. 4 Terra R. HO.) This was an ejectmenffor some premises in the Isle of \Vie;ht on the joint and several demises of Richard Legg Willis, James Willis, Bethia Ann Willis, and Alary Willis. And on the trial at the Summer Assizes at Winchester, 1789, before Buller, J., a special verdict was found, stating in substance as follows : That Bethia Legg, being seised in fee of the premises in question, on her intended marriage with Richard Willis, by deeds of lease and release, dated the 14th and 15th of Februar}^, 1757, between Richard Willis of the first part, Bethia Legg of the second part, and Peter Bracebridge and Robert Willis of the third part, conveyed to Brace- bridge and Robert Willis and their heirs to the use of herself in fee till marriage, and afterwards, to her sole and separate use for life, without impeachment of waste, and not to be subject to the control or debts of her husband; remainder to tlie use of Richard Willis for life, without impeachment of waste ; remainder to the use of all and every the child or children or such of them of Richard Willis and Bethia for sucli^es- tates and interest, &c., and in such parts, shares, and proportions as Richard Willis and Bethia should by deed appoint, and for want of such appointment, then to the use of the child or children of Richard Willis and Bethia in such parts, shares, and proportions, and for such estates and interest, as the survivor of them should by deed or will appoint, and for want of such appointment, then to the use of all and every the child or children, equally, share and share alike, to hold the same, if more than one, as tenants in common, and not as joint-ten- ants, and if but one child, then to such only child, his or her heirs or assigns forever; and in default of such issue, then to the use of the survivor of Richard Willis and Bethia in fee. [The deed contained a proviso for the revocation of the uses, the statement of which is omit- ted.— Ed.] The verdict then set forth that on the 3d March, 1757, the marriage between Richard Willis and Bethia Legg took effect ; and that they had several children ; (to wit) Richard Legg Willis, their eldest son and heir, James Willis, Bethia Ann Willis, and Mary Willis, the lessors of the plaintiff; and also one Thomas Willis, since deceased. [Facts as to an alleged revocation under the above-mentioned proviso were stated in the verdict, but are here omitted. — Ed.] The verdict then stated that in Hilai-y Term 9 Geo. III. [1769] a fine sur conusance de droit come ceo, &c., was levied of the premises in" question by Richard Willis and Bethia his wife to Joseph Martin. That on the 21st of December, 1775, Joseph Martin by will devised to the defendants and their heirs upon certain trusts therein mentioned, and Ch. 4) CONTINGENT REMAINDERS 71 died in March, 1776; on whose death the defendants entered, &c. In 1778 Bethia Willis died; and in 1780 the first-mentioned Richard \Vd- lis also died, without making any appointment by virtue of the power contained in the release of February, 1757. On Richard Willis's death Richard Legg Willis was beyond the seas, and did not return till the latter end of the year 1785; James Willis was then an infant, of the age of 19 years; Bethia A. Willis was of the age of 18 years; and Mary Willis is still an infant. Thomas Willis, having survived Richard Willis and Bethia, died in 1782, being then an infant; after w^hose death and within five years next after, Richard Legg Willis returned to this country, and James Willis and Bethia A. Willis attained their re- spective ages of 21 years, and before the time when, &c., they the said Richard hegg Willis, J. Willis, B. A. Willis, and ]\L Willis, in due form of law entered, &c., in order to avoid the fine ; and thereupon became seised, &c., and being so seised, caused an action to be commenced for trying the title, &c., within one year next after such entry, which action is now prosecuting with effect, according to the form of the Statute, &c. And after such entry, and while they were seised, they demised to the plaintifT, &c., w^io entered, and was possessed thereof until the defendants entered and ejected him, Szc. But whether, &c. This verdict was argued three several times; first by Jekyll for the plaintiff, and Gibbs for the defendants, in Hilary Term, 1790; a second time by Watson, Serjt., for the plaintiff, and by Lawrence, Serjt., for the defendants, in Easter Term last; and on this day by Morris for the plaintiff, and Wilson on behalf of the defendants. Lord Kenyon, C. J.-- The principal question in this case is. Whether t he remainders to the children of Robert and Bethia Willis were vested or contingent ?af the latter, it cannot be disputed_^but that the destruclion of the particular estate on which they depended, before thev btcanie vested, would destroy them. One argument which has r been used is, that the estate limited to the trustees was an use executed ^ ^ •' in iJiem, for that otherwise the estate limited to the wife for her sole and separate use would not be secured to her, but would be under the husband's control. But in answer to that it is sufficient to observe, that it is limited to the trustees, without saying "to and to the use of the_trustees." If none of the limitations of the settlement could possi- sTbly tal-:e effect without this construction, I should be inclined so to decide it ; as was done some years ago in a case in the House of Lords. But that is not the case here ; for this estate was limited to Bethia Willis and to her heirs until the marriage should be solemnized ; it was therefore intended that the legal estate should not be taken out of her unless the marriage took effect. Besides the Court of Chancery would 2 2 The opinion of Asliluirst, J., in concurrence, is omitted, as also those parts of the other opinions which deal with the question of the revocation of the uses of the settlement. It was held by all the judges that there was no revocation. ic lXJLf ^ * lie (le\c-ieil In- the excciit'H.in ni tlie power of ap- poiiTOTTeht. The opinion of Lord Hardwicke in the latter case is pe- culiarly deserving of attention, because when it was discussed, the former one of Walpole v. Lord Conway, where he had intimated a dif- ferent opinion, was strongly pressed upon him, and because too he de- cided the last case at a time when he had the assistance of some of the most eminent lawyers who ever attended the bar of that court. I can- not therefore forbear thinking that, on the authority of that case, we ought to decide that the remainders to the children were vested, sub- ject nevertheless to be devested by the parents executing the power of appointment. No appointment has been made; and therefore at the time when the acts stated in the verdict were done by the parents in opposition to the interests of their children, Jhejimitations to the chil- dren were not destroyed. This decision puts an end to this cause as" far as respects all the children but one ; but it has been c ontended jhat they only took estates for life, and that, one being since dead, the rever- sion in fee of the parents immediately came into possession. And that brings me to the next question, whether the children took estates for life or in fee, which arises on these words : "and for want of such appoinfment, then to the use of all and every the child or children, equally, share and share alike^ t'o hbld~ the same, if more than one, as tenants in common, and not as joint-tenants, and if but one child, thciT t'l 7uc!i onl}' cTiild, h\< or her heirs or assigns f')rc\-er." And the ques- tion is, w hether t he wprd.s, "his or her heirs" may not with_2ropfiety, and ought not, considering the whole settlement and the manifest in- tention of the parties, to act as words of limitation on all the preceding words in the sentence; I cannot bring myself to doubt but that they m;'.y. By putting the stops, or using the parenthesis, as pointed out by the plaintiff's counsel, it becomes perfectly clear. And we know- that no stops are ever inserted in Acts of Parliament, or in deeds ; but the courts of law, in construing them, must read them with such stops as will give effect to the whole : if then we use tlie points suggested by the counsel, the clause will read thus, "to the use of all and every the child or children, equally, share and share alike, his or her heirs or as- signs forever." If this had been like the case of Hay v. Lord Coventry, 3 T. R. 83, we might have lamented that the parties had not inserted words of inheritance to carry their probable intent into execution, but we could not have supplied them. But in this case there are words of_ inheritance; and I think we should defeat the^mamTesTTntehtion of the parties, and the object of the settlement, which was to give tlie chil- 74 CLASSIFICATION OF FUTURE INTERESTS (Part 1 dren estates of inheritance, were we not to read this part of it in the manner contended for by the plaintiff's counsel. BuLLER, J. This case has been so fully discussed both on the bench and at the bar, that I will content myself with stating the general grounds of my opinion. With respect to the first and principal question, the argument on the part of the defendants, as far as authorities are concerned, rests on L. Lovie's Case, and on that of Walpole v. Lord Conway. But what was said by Lord Coke in the former case certainly did not apply to the point before the court ; the question there arose on the will only ; and nothing was said either in argument or by any other of the judges on the construction of the deed. The same case is also reported in Moor. 772 ; where it appears that the remainder under the will was contin- gent, because it could not arise unless the eldest son died without issue, and there was also an alienation. Therefore I think it did not occur to Lord Coke tliat a remainder, when once vested, could be afterwards devested by the execution of the power. If there were no authority against this case, I could not have made up my mind to agree to it ; but his opinion has been since controverted in other cases. In 2 Lord Raym. 1150, Mr. J. Powell, speaking of L. Lovie's Case, said, " Though it was a doubt in L. Lovie's Case, whether a remainder could belimlF ed after a contingent fee, yet it is none now. And,therefore if a fee- sTmple be limited to such persons as A. shall appoint by his will, re- mainder over, that is a good remainder vested till the appointment." Now the instance there put is directly this case ; and if the limitations to the children were vested on the birth of a son, nothing has since hap- pened to devest them. The defendants' counsel have rather hinted at, than insisted on, a difference between this case and that put by one of the plaintiff's counsel, of a remainder to the first and other sons of A. with a remainder to the first and other sons of B. his brother, where, on the birth of B.'s son before A. had any son, the remainder would vest in the former, subject to be devested on the birth of a son of A.: but I see no distinction; for when a child of Robert and Bethia Willis was born, the limitation was vested in him exactly in the same manner as if the limitation had been to their first and other sons. If there had been no power of appointment, the limitation to the children would have vested on the birth of a child : that was the point decided in Lewis Bowles's Case. Then suppose the limitation to the children had been followed by a proviso containing a power of appointment, that would not have varied the case : if so, what difference is there, either in rea- son or in law, whether the power of appointment be inserted in one part of the instrument or the other? The court must consider the whole deed together in order to collect the intention of the parties. As to the quantum of interest which the children took, that question also seems equally clear. Suppose the limitation were to "all and evei"y the children, and his or her heirs and assigns forever :" that would not be Ch.4) CONTINGENT REMAINDERS 75 grammatically written, but the intention of the parties bemg manifest, the court must read it thus, his, her, or their heirs and assigns forever. This question arises on a family settlement, which was made for the benefit of all the children of the marriage ; and in order to give effect to the intention of the parties, we may leave the intervening words in a parenthesis, by which means the word "heirs" will have relation to the words in the former part of the sentence. Grosk, J. If my brother BullKR found the case so much exhausted as to make it unnecessary for him to go fully into every part of it, much less necessary is it for me to do so. The first considerable ques- tion is, whether the remainder to the children, which was certainly con- tingent in its creation, did or did not become vested in the children as they came in esse. I confess I was at first forcibly struck with L. Lovie's Case, and Walpole v. Lord Conway, as also with the common definition of a contingent remainde r. Bu t I think that the rule laid down in Cunningham v. Moody is the best and wisest construction : and-fhTfe the rule is " that a remainder may vest, liable to be devested by ttrr execution of a power of appointment." The ground of it is, that the courts will never suffer the fee to be in abeyance but from ne- cessity. And I am the more inclined to adopt this rule, as being the most likely to give eft"ect to the intention of the parties ; which the contrary doctrine would probably defeat. Therefore I think that on the birth of the children the limitations to them became vested ; and as to the quantum of estate which they took, I have not a particle of doubt. By reading the words in the mode adopted by the court, all the difficulty is removed.-* 2 4 The opinion^ of Kciiywn ' , 0. J., a^ ^ i ^ \ Asbllurst/i:lnd Grose, M., in concur- rence, are omittetl, as Is also that part of'TBiiller, J.'Vopiuiou whiCh deals with, the question of the revocation of the uses of the settlement. It was held by all, the judges that there was no revocation. jWfctlLJ Ui.gtH-d to-thor-tmuc of W ' Olpol ti -V. -COUVVH.V. tvhiih wan montionod i< i "\Anllis V. Martin as beint: contrary to another decision of Lord Hardwicke iii C Inniuijham v. Jloody, and which was pressed upon us in Willis v. Martin, a further account of it has been found among: the papers of tlie late Sir l, .Swell, from which it clearly appears that f^rd Hardwicke ultimately ^'av ^ d rcctions in it conformable to what he had done in Cunningham v. Muody I am therefore perfectly satisfied with the decision of Willis v. ^Martin ; am tl ougb a writ of error was brought to reverse our .iudgment in that case, i whs afterwards non-pross'd in the House of Lords." E ai- T^rd h>nyon, fi J.\ in Doe d. Tanner v. Dorvell, 5 T. R. 518, 521 (1794^ The dicta in Johnson v. Battelle, 125 Mass. 453, "iHl" (1878), and Taft v Taft. 130 Mass. 401, 464, 405 (1S81). must be inadvertent. See Harvard College v. Balch. 171 111. 275, 40 N. E. 54.3; Kirkpatrick v. Kirkpatrick, 197 111. 144, 64 N. E. 267 ; Railsback v. Lovejoy, 116 111. 442 6 N. E. 504; Bergman v. Arnhold, 242 111. 218, 89 N. E. 1000. See Gray, Rule against Perp. (2d Ed.) § 112. ^Uju i^u^trf > 1^ ru ^u^^^72.K. 76 CLASSIFICATION OF FUTURE INTERESTS (Part 1 DOE d. PLANNER v. SCUDAMORE. (Common Bench, 1800. 2 Bos. & P. 2S9.) This was an ejectment to recover possession of a messuage and lands described in the declaration which came on to be tried at the last assizes for Bedfordshire, when a verdict was found for the plain- tiffs, subject to the opinion of the court, on a case in substance as follows : Thomas Lane on the 9th of March, 1792, by his will duly executed, devised as follows : "I give and devise my messuage or tenement and farm called Buckingham-hall with the lands and appurtenances there- unto belonging and all other my real estate whatsoever situate lying and being in the parishes of Higham Gobiais Pulloxhill and Barton or elsewhere in the county of Bedford unto and to the use of my brother George Lane of the city of Canterbury and his assigns for and during the term of his natural life without impeachment of waste, and from and immediately after his death then I give and devise the same unto and to the use of my amiable friend Catherine Benger (niece to Mrs. Mary Shiiidler of Burgate Street Canterbury and who at this time lives with me and superintends the management of my family) her heirs and assigns for ever in case she the said Catherine Benger shall survive and outlive my said brother but not otherwise; and in case the said Catherine Benger shall die in the life-time of my said brother then and in such case I give and deyise my said messuage farm lands and real estate in the said county of Bedford irnto and to the use of my brother George Lane his heirs and assigns for_eyer." In March, 1793, the said Thomas Lane died without having altered or revoked his said will, leaving the said George Lane, his brother, and heir at law, him surviving, who thereupon entered on the estate so devised, being the premises in question. In Trinity term, 1793, the same Geprge Lane levied a fine sur conuzance de droit come ceo, &c., with proclamations of the premises in question, and declared the use of the said fine to himself in fee. On the 15th December, 1796, the said George Lane, by his will duly executed, devised the said prem- ises to Edward Scudamore the defendant in fee ; and in November, 1799, the said George Lane died in possession of the premises, with- out having altered or revoked his said will. On the 29th May, 1798, the said Catherine Benger made an actual entry upon the premises in question, being within five years after the levying the said fine, and for the purpose of avoiding the same. Catherine Benger afterwards married John Planner, and on the 17th of January, 1800, before the bringing of this ejectment, the said John and Catherine Planner, the lessors of the plaintiff, made an actual entry on the said premises. The question for the opinion of the court was. Whether the lessors of the plaintiff were entitled to recover? If they were, the verdict was to stand, but if not, a verdict to be entered for the defendant. Ch. 4^) CONTINGENT REMAINDERS " 77 Heath, J. Two questions have been made in this case : first, Whether the condition be precedent or subsequent? Secondly, Wheth- er the devise to C. Benger be a contingent remainder or executory de- vise? It has been truly said, that there are no technical words by which a condition precedent is distinguishable from a condition sub- sequent; but that each case is to receive its own peculiar construc- tion according to the intent of the devisor. The question always is. Whether the thing is to happen before or after the estate is to vest? If before, the condition is precedent; if after, it is subsequent. In this case it is clear that the event is to happen before the estate can vest : forTlie^br other is to die before C. Benger can be entitled to the estate, the words being "in case the said C. Benger shall survive and outlive my said brother, and not otherwise." In all the cases which have been cited to prove this a condition subsequent, the intent of the testator, has been clear that the estate should vest immediately in possession. Such was the case before Lord Talbot, and such \vas the case of Edwards v. Hammond. This case therefore is distinguishable from the cases cited, since in those cases the estate was not intended to vest in possession immediately. As__to tlie second question, it has been decided so long ago that it will not admit of discussion. The case is not distinguishable from Plunket v. Holmes. Where a free- hold is limited to the first taker and afterwards a fee~is given on a condition, if it may take effect as a contingent remainder it shall do so ; and it is not material that a fee might have descended to the first taker independent of the will. Rooke;, J. I am of opinion that this is a contingent remainder, and I found that opinion on the case ot l^lunket vrTIolm'es. It Avas the intent of the testator that G. Lane should take for life, and that after his decease C. Benger should take an estate in fee if she survived him, but if she did not survive him that G. Lane, who was the heir at law, should take an estate in fee. Here therefore there was a particular estate for life, which was sufficient to support the devise over as a contingent remainder; and it is a settled rule of law that where the court can construe a devise to be a contingent remainder J~tb_e.y_ will never constrile it to be an executory devise. Chamrrk, J. I am of the same opinion. The case is perfectly clear both on reason and authorities. Judgment for the defendant. ^■'^ ^^ See Fincli v. Lane, L. R. 10 Eq. 501. A fortiori, where the remainder is to children who "survive" the life ten- ant, it is contingent and destructible. Abbott v. Jenkins, 10 Serg. & R. (Pa.) 296. 78 CLASSIFICATION OP FUTURE INTERESTS (Part 1 FESTING V. ALLEN. (Court of Exchequer, 1843. 12 Mees. & W. 279.) 2 6 See ante, p. 50, for a report of this case. PRICE V. HALL. (Court of Chaucery, 1S6S. L. R. 5 Eq. 399.) George Hall, by his will, dated the 28th of February, 1839, be- queathed his personal estate to his wife absolutely for her own use, benefit, and disposal, and all his real estate, for and during the term of her natural life, chargeable wTtTTTlie payment of debts and ex- penses, and il5 yearly and every year during his natural life unto his grandson William Hall, and to his children equally after his death. "And as to my said real estates, after the death of my wife I give, devise, and bequeath the same equally to the child or children of my said grandson AA'illiam Hall, if he leave any him surviving, luit in case he leave no child or children him surviving, I give, devise, and bequeath my said real estates, or the residue thereof, unto the chil- dren or child of my cousin, Jonas Wilman, of Althorpe, the said Jonas Wilman and his wife first taking the income thereof yearly and every year during his life." The testator died in March, 1843. Mary Hall, his widow, died in June, 1855, leaving William Hall her surviving. At the date of testator's death William Hall had no children living, but five children had since been born to him, of whom three were living at the death of the testator's widow, ]\Tary Hall, the tenant for life, the other two having been born since her death. The bill was filed by the children of William Hall for the purpose of ascertaining the rights of all parties; and it was prayed that the income of the infants' shares might be applied for their maintenance and education, and the back rents accounted for by William Hall, who was in possession. At the hearing the Vice-Chancellor allowed the two children of William Hall born after the death of Mar}^ Hall to be added to the record as defendants. Sir W. Pack Wood, V. C. The question is, whether the estate vested in the children of William Hall, subject to be divested in the event of William Hall dying without leaving any child or children liv- ing at his death, or whether it is an interest in the children contingent upon William Hall dying in the lifetime of the testator's widow, the 26 Accord: P.ull v. Pritchard, 6 Haro, .^»07 (1847); Holmes v. Prescott, 33 L. J. Ch. 2G4 (18tJ4); Rhodes v. Whitehead, 2 Dr. & Sm. .532 (1865). Contra: Browne v. Browne, 3 Sm. & G. 5(58 (1S57). Cf. .juU v. Jacobs, 3 Ch. D. 70";, 713 (187G). See, also, Pitzel v. Schneider, 216 111. 87, 74 N. E. 779. Ch. 4) CONTINGENT REMAINDERS 79 tenant for life, which contingency has not taken effect by reason of the tenant for Hfe having pre-deceased WilHam Hall. It is clear that in neither view could the children of Jonas Wilman take. The case was very ably argued by Mr. Freeman, who relied upon that class of c ases where it has Ijccn held that upon a gift to A. when or if he shall live ta an. in lwcnl}--()nc, followed by a limitation over in case he' ^e under th at age, the (le\ ise over is considered as indicating that he is to take all that is net g-i\en over in the given event, and that in such a'ca^c ihc iniviast \-c-t:- immcdialcl}-, though not absoluteTy and" indefeasibly, until A. attains twenty-one. But there is another class of cases', of which Festing v ^_Allen, 12 M. & W. 279 — which, although it has been called in question (see Browne v. Browne, 3 Sm. & Giff. 568), has not been overruled — is an instance, viz., that il_X.ou attach to a legatee a description so that the legatee cannot be ascertained but for that dc-cription, which contains in itself a contingency; then un- til the contingency happens you have no legatee to answer the whole of tlu- lO'ini-ite description, and no one to whom the doctrine laid down in Edwards v. Hammond, 3 Lev. 132, and that class of authori- ties, can apply. In all the cases cited in favor of vesting, the gift was to children on their attaining a particular age, and the only words of contingency were that, if the particular age was not attained, the es- tate was to go over, the effect of which was that, although the estate vested immediately, it did not vest indefeasibly until the particular age had been attained. But in this case the contingency which is in- troduced does not fit in with the prior interest given. Doe d. Roake v. Nowell, 1 M. & S. 327, affirmed in Dom. Proc. (5 Dow. 202), is al- ways referred to by those who disapprove of Festing v. Allen. There however, all the class was distinctly ascertained and indicated, and it would be going far beyond the authority of that case, or even Browne v. Browne, to hold in this case that the children took vested remain- ders liable to be divested in the given event. It is not here a gift to ascertained persons with a gift over, but there^Was a clear intention on tH'e^paiT of fhe testator that the class should not be ascertained un- til the death of William Hall, and that all those children who sur- vived hifn (Wtlliam Hall), and those only, should take. Unfortunately for the interests of the children, William Hall was not tenant for life, and has survived the person named by the testator as tenant for life, so that the particular estate to support the contingent remainder has dropped before the event on which the contingency depends has ar- rived. By treating it as a remainder vesting mimediately in the chil- dren living at the death of the tenant for life, it might happen that those children might all die in the lifetime of William Hall, and yet be absolutely entitled, to the exclusion of after-born children who sur- vived William Hall. That was the very class of events which was not intended by this testator. He meant to give to any children of Wil- liam Hall whom he might leave living at his death. That was the 80 CLASSIFICATION OF FUTURE INTERESTS (Pait 1 particular period pointed out for ascertaining the class, and if no chil- dren of \A'illiam Hall were then living, then the property was to go over to the W'ilman family. I mention, lest it should be thought that I had overlooked it, the case of Doe d. Bills v. Hopkinson, 5 O. B. 223, which, at first sight, looks very like this case, but is not so in reality. There the devise was to T. and W. for life in equal moieties, and after their death the moiety of T. was given "to such child or children as he shall happen to leave, lawful issue, at the time of his decease, and to their, her, or his heirs and assigns forever, to take in equal shares if more than one." The gift of W.'s moiety was in sim- ilar terms, and in case either T. or W. died without lawful issue, the moiety of him so dying was given to the survivor and to J. If both T. and W. died, and neither of them left issue, the whole was given to J. for life, and after his death to such children as he should leave at the time of his death. In case all three, T., W., and J., should die without lawful issue, or if they, or any of them, should leave law- ful issue, and such issue should depart this life under twenty-one and without lawful issue, then the property was given over. The court there, looking to the whole will, held that the estate of each child (of T.) in remainder vested at birth, liable only to open and let in the interests of after-born children. It must be held in this case that the limitations after the death of Mary Hall to the children of Wjl-^ liam~Hall were contingent hmitations, and that, as the contingency has failed, WilHam Hall takes the" estate as heir-at-law of his father. As, therefore, the plaintiffs are not entitled to any interest under the testator's will, the bill must be dismissed, and, as costs are not asked for, without costs. ^'^ 27 In Parker v. Koss, 69 N. H. 213, 45 Atl. 576, there was, after a life es- tate in the whole property, a devise of portions to "the children then living of three dilfereut sisters." Then follows the gift over in these words: "If there should not be any of the children of any of my deceased sisters living, their portion shall be divided equally among the other legatees." The life tenant renounced and the question was whether the remainders were vested so they could be accelerated. It was held that they were. If, after limiting a remainder to the children of the life tenant who sur- vive the life tenant, there be added a gift over if the remainderman does not survive the life tenant and dies leaving children, then to these children, the remainder has been held to he contingent. Haward v. Peavey, l:.'8 111. 430, 21 X. E. 503, 15 Am. St. Kep. 120; Thompson v. Adams, 205 111. 552, 09 N. E. 1 ; Starr v. AMlloughby, 21S 111. 485, 75 N. E. 1029, 2 L. R. A. (N. S.) 623 ; Brechbeller v. Wilson, 228 111. 502, 81 N. E. 1094; Wakefield v. Wakefield, 256 111. 296, 100 N. E. 275, Ann. Cas. 1913E, 414. In Wood V. Robertson, 113 lud. 323, 15 N. E. 457, the remainder after a life estate was to "my children then living and the descendants of such as may be dead, share and share alike." It was held that the children took vested remainders. See, also, to the same effect, Farnam v. Farnam, 53 Conn. 201, 2 Atl. 325, 5 Atl. 682; Nodiue v. Greenfield, 7 Paige (N. Y.) 544, 34 Am. Dec. 303. If, in the case of a remainder limited to the children of the life tenant who survive the life tenant, there be added the single gift over, if any child does not survive and dies without leaving children, the remainder has been field to be contingent, in accordance with the language expressly introducing the Ch. 4) CONTINGENT REMAINDERS 81 SECTION 3.— ALIENABILITY GOLLADAY v. KNOCK. (Supreme Court of Illinois, 1908. 235 111. 412, 85 N. E. 649, 126 Am. St. Rep. 224.) 2 8 Appeal from Circuit Court, Coles County; M. W. Thompson, Judge. This is an appeal from the circuit court of Coles county in a parti- tion proceeding in which the complainants claim an interest in the real estate in question as grandchildren and heirs of Moses Golladay. The real estate involved was owned in fee simple by George Golladay at the time of his death, which occurred on the 13th of January, 1854. The interests of the parties in the real estate depends upon the construction to be given to the second clause of the will of George Golladay. That clause is as follows : "After the payment of such debts I give, devise and bequeath unto my wife, Na ncy Golladaj, all my personal property and real estate" bemg in sections 9 and 10, in town 13, north, range 10, east, third P. M., in said county, and to her children after her death ; and if the said Nancy Golladay doesliot~Rave~cIiildren that wTTl irve~to inherit said real estate, that the said real estate, at the death of Nancy Golladay and her children, fall to Moses Golladay and his heirs, of said county." At the time of the death of the testator, hfs^ widow, Nancy Golladay, had no children, but after the death" of the testator his widow • married one Johnson and had a daughter by him, who lived to be 23 years of age. This ^ughter die3~ti^fore Tier mother. Moses Golladay died in 1855, leaving two clTIIclren;3Villiam Golladay and Mary Knock. On May 15, 1900, Wil- liarir^olladay executed a general warranty deed to TIenry H. Fuller and Ross R. Fuller, purporting to convey the real estate described in the bill. William Golladay died January 1, 1904, intestate. Complain- ants are his children. Mary Knock, the only daughter of Moses Golla- day, died intestate in the year 1890, leaving six children as her only heirs. John Knock, Jr., one of the children of Mary Knock, on the 27th day of February, 1904, made a warranty deed conveying his in- terest in the real estate involved to Henry H. Fuller. Nancy_Golladay died in 1907. The court below found that Nancy Golladay took a life estate in the real estate TrTquestion under the will of George Gdlladay,' condition precedent of survivuisliip. Cbapiu v. Crow, 147 111. 219, 35 N. E. 536, 37 Am. St. Kep. 213 feift over to surviving remaindcrnian) ; McCanip- bell V. Mason, 151 111. 500, 38 N. E. 672 (gift over to surviving reuiainder- mau) ; City of Peoria v. Darst, 101 111. 609 (gift over to third party) ; Kobe- son V. Cochran, 255 111. 355, 99 X. E. 649 (gift over to grantor). 28 Arguments of counsel omitted. 4 Kales Prop. — 6 S2 CLASSIFICATION OF FUTURE INTERESTS (Part 1 and that Moses Golladay and his heirs took a contingent remainder, which upon the death of Nancy Golladay without leaving children surviving her, became a fee in the persons who at that time answered the description of "heirs of Moses Golladay"; ^^ that Henry H. Fuller and Ross R. Fuller took nothing under their deed from William GoIIaT" day, and said deed w as by the decree of the court canceled as a cloud upon_the title. The court by its decree found that tlie complainants are each entitled to a one-sixteenth interest in the premises in fee, and that H. H. Fuller, Jack Knock, Catherine Knock, Minnie Knock, Anna Knock, and Emma Knock are each seised of an undivided one-twelfth interest in said estate, and that no other parties have any interest there- in. All^gf tlie defendants other than H. H. and R. R. Fuller cla imed as heirs of Cassie Johnson, the daughter of Nancy Johnson, formerly Nancy Golladay. The court found that these parties had no interest in the premises. Henry H. and Ross R. Fuller excepted to the decree, and have perfected an appeal to this court. The errors relied on for a reversal are that the court erred in finding that the second clause of the will of George Golladay gave Moses Golladay a contingent remain- der instead of a vested remainder, and that the court erred in rendering a decree in favor of complainants, against the defendants. ViCKERS, J. (after stating the facts as above). The principal ques- tion in this case is whether the interest devised to ]\Ioses Golladay and his heirs was a vested or 'a contingent remainder, A vested remainder is a present interest which passes to a party to be enjoyed in future, so that the estate is invariably fixed in a determinate person after a par- ticular estate terminates. 2 Blackstone's Com. 168; Haward v. Peavey, 128 111. 430, 21 N. E. 503, 15 Am. St. Rep. 120. Fearne, in his work on Remainders, on page 2, says : "An estate is vested when there is an immediate fixed right of present or future enjoyment. An estate is vested in possession when there exists a right of present enjoyment. An estate is vested in interest when there is a present fixed right of future enjoyment." A remainder is vested when a definite interest is created in a certain person, and no further condition is imposed than the determination of the precedent estate. It is not sufficient that there is a person in being who has the present capacity to take the remainder if the particular estate be presently determined. It must also appear that there are no other contingencies which may intervene to defeat the estate before the falling in of the particular estate. Smith v. West. 103 111. 332. In the case last above cited this court quoted with ap- proval the language of Chancellor Walworth in Hawley v. James, 5 Paige (N. Y.) 466, as follows: "A remainder is vested in interest where the person is in being and ascertained, who will, if he lives, have 2 !> Moses Gollaflay's remainder was clearly transmissible by descent or devise upon his death before the contingency happened upon which it was to vest. Jarman on Wills (Gth Ed., by Sweet, 1910) vol. 1, p. SO; vol. 2, p. 1353. Ch. 4) CONTINGENT REMAINDERS 83 an absolute and immediate right to the possession of the land upon the ceasing or failure of all the precedent estates, provided the estate limit- ed to him by the remainder shall so long last ; in other words, where the remainderman's right to an estate in possession cannot be defeated by third persons or contingent events or by a failure of a condition precedent, if he lives, and the estate limited to him by way of remain- der continues till the precedent estates are determined, his remainder is vested in interest." A contingent remainder is one limited to take effect either to a dubious and uncertain person or upon a dubious and uncer- tain event. This general definition has often been approved by this court. While the difference between a vested and a contingent remain- der is clear enough under the definitions as given by the authorities, still it is not always an easy matter to determine whether a particular instrument creates a vested or a contingent remainder. Thus it does not necessarily follow in all cases that every estate in remainder which is subject to a contingency or condition is a contingent remainder. The contingency or condition may be either precedent or subsequent. If the former, the estate is contingent ; if the latter, the remainder is vest- ed, subject to be divested by the happening of the condition subsequent. Haward v. Peavey, supra, and authorities there cited. To distinguish between a contingent remainder and one that is vested, subject to be divested by a condition subsequent, is often a matter of much difficul- ty. So far as our investigation has gone, we have found no attempt to formulate a rule on the subject, except the general rule that it is to be determined in each case as a question of construction of the instru- ment creating the interest. In the case at bar both parties agree that, under the second clause of the will of George Golladay, Nancy Golladay took a life estate. The devise over to Moses Golladay and his heirs cannot be construed as vesting a present interest in fee, subject to be divested upon the death of the life tenant leaving children surviving her. The language of the testator will not bear such construction. The clearly expressed inten- tion of the testator was to give his wife a life estate in the premises, with remainder in fee to such of her children as might be Hving at the time of her death. Then, to meet the possibility that his wife might die leaving no children surviving her, he made the devise over to Moses Golladay and his heirs. Here the devise over depended on a dubious and uncertain contingency ; that is, the death of the life tenant without leaving children surviving her. The language of the testator that the real estate is to fall to Moses Golladay and his heirs "at the death" of the life tenant clearly indicates that the testator did not intend or con- template a vesting of the devise over before the happening of that con- tingency. In other words, the testator has fixed the time and the condi- tion under which the estate may vest, and it is not the province of courts to defeat the intention of the testator by a resort to artificial ,-iiV- of construction. 84 CLASSIFICATION OP FUTURE INTERESTS (Part 1 Appellants place much reliance upon the case of Boatman v. Boat- man, 198 111. 414, 65 N. E. 81. That case arose under the following facts : The testator devised a certain portion of his real estate to his son, Emory Boatman, subject to the following condition : "The share of the real estate that my son Emory gets under this will is only a life estate. He is to have the use, rents and proceeds of said land, after paying taxes and necessary repairs, so long as he may live. At his death, if he leaves any child or children surviving him, then said land is to go to such child or children, but if he dies leaving no child or chil- dren ■surviving him then said lands to go to his brothers and sisters." After the death of the testator, and during the life of Emory Boat- man, Clara V. Worsham, a sister of Emory Boatman, conveyed, by quitclaim deed, all of her interest in the real estate of her father, in- cluding that upon which Emory Boatman held a life estate, to four of her brothers, one of whom was Clarence E. Boatman. Clarence E. Boatman died intestate February 14, 1899, leaving no children, but leaving Ida M. Boatman, his widow. Emory Boatman died June 19, 1901, leaving no widow, child, or children, or descendants of a child or children. Ida M. Boatman filed her bill for a partition, claiming that her deceased husband was seised of a vested interest in the lands in which Emory Boatman held a life estate, and that, by the death of her husband without children, she, as his widow, became seised, under the statute of descent, of one undivided half interest in the lands upon which Emory Boatman held the life estate. This court afiirmed a decree sustaining the contention of the widow of Clarence E. Boat- man.^" In that case, on page 420 of 198 111., page 83 of 65 N. E. a defi- nition of a vested remainder w^as given, as follows : "A vested remain- der is an estate to take effect after another estate for years, life or in tail, which is .so limited that, if that particular estate were to expire or end in any way at the present time, some certain person who was in esse and answered the description of the remainderman during the con- tinuance of the particular estate would thereupon become entitled to the immediate possession, irrespective of the concurrence of any collat- eral contingency." This definition is not erroneous when all of the language embraced within it is properly considered. The definition, however, is very er- roneous and misleading unless the modifying clause introduced by the last eight words employed is constantly kept in mind. The subsequent treatment of the question involved in that case shows that the court ap- plied the definition given without considering that the death of the life tenant leaving children surviving him was the "concurrence of a col- lateral contingency," which, under the definition given, prevented the interest of the brothers and sisters of Emory Boatman from being a 30 See, also, Burton v. Gagnon, 180 111. 345, 54 N. E. 279; Chapin v. Nott. 203 111. 341, 07 X. E. 8.33; KiuUlell v. Wren, 208 111. SOS, 70 N. E. 751; Orr V. lutes. 209 111. 222, 70 N. E. 731; 8 III. Law Rev. 313-322. Ch. 4) CONTINGENT REMAINDERS 85 vested remainder. There was in that case, as there is in the case at bar, a collateral contingency to be taken into account ; that is, the death of the life tenant without leaving surviving children before the remain- der could become vested. This contingency is a dubious and uncertain event. It could not be known until the death of the life tenant whether this contingency would happen; hence the remainder was contingent in the Boatman Case as it is in this. In this respect the Boatman Case is out of harmony with our previous decisions, as well as the great weight of authority outside of this state. See 24 Am. & Eng. Ency. of Law (2d Ed.) p. 418. In so far as the Boatman Case seems to lay down the rule that a devise to one with remainder in fee to his children who may survive him, with a devise over to another in case the life tenant dies leaving no children, creates a vested interest in remainder in the last devisee, that case is overruled. The case of Chapin v. Xott, 203 111. 341, 67 N. E. 833, in so far as it is based on the Boatman Case on this point, must be regarded as unsound. The remainder created by the devise over in such case is contingent upon the death of the life tenant without leaving children. That this is the proper construction of a clause in a will or deed is recognized by many decisions of this court, among which the following may be cited : City of Peoria v. Darst, lUl 111. 609; Smith v. West, supra; AlcCampbell v. Mason, 151 111. 500. 38 N. E. 672; Furnish v. Rogers, 154 111. 570, 39 N. E. 989. In the case last above cited the clause in the will involved was as follows : "I give and bequeath to my grand-niece, Jessie Starkweather, * ''' * my house and two lots in Sycamore, - * * also thirty-two acres in ]\Iayfield, DeKalb county, 111., and $500, all of which is to go to her children should she marry. If she should die childless, then it is to be divided between her mother and the rest of my grand-nieces and neph- ews who will appear and give evidence of such." It was held that un- der the foregoing clause Jessie Starkweather took a life estate, and that the remainder created by the devise over was contingent on her mar- riage and the birth of children who survive the life tenant. In dis- posing of that case this court, speaking by ]\Ir. Justice Phillips, on page 571 of 154 111., page 990 of 39 N. E., said: "The language em- ployed designates the children ^s those who talce the remainder, and the estate does not vest in them, as an absolute fee-simple title to them and their heirs forever, until the death of Jessie, as it is further provided that, if she die childless, the estate is to be divided among her mother and the rest of the testator's grandnieces and nephews, etc., whose es- tate is contingent upon the death of Jessie without a surviving child or children or the descendants of such child or children, in which case the takers of the remainder are subsituted for surviving children. By the first clause of the will Jessie Starkweather takes an estate for life in the house, lots, and land and in the $500 therein bequeathed. The remainder is a concurrent, contingent remainder with a double aspect, to be determined immediately upon the death of Jessie, as at that mo- 86 CLASSIFICATION OF FUTURE INTERESTS (Part 1 ment it will vest in her child or children, or the descendants of such child or children, that survive her, and, in default of such survival, the remainder would vest in the mother of Jessie and the other grand- nieces and nephews of the testator" — citing Dunwoodie v. Reed, 3 Serg. & R. (Pa.) 435, and City of Peoria v. Darst, supra. The law as laid down in the Rogers Case, and the others above cited in line with it,, furnishes the correct rule of decision in the case at bar. The second clause of the will of George Golladay gave his wife a life estate with a contingent remainder with a double aspect, to be determined upon the deatlTDf "the life tenant. ' "At the time of her death sKe'TeTt'no cfiitdren surviving her. The devise over to the heirs of Moses Golladay there- fore took effect as a fee-simple interest upon the falling in of the life es- tate. The daughter of Nancy Golladay who died before her mother, and such of the heirs of jMoses Golladay as predeceased the life tenant, had no interest in the premises. William Golladay was a son of Aloses Golladay. As already shown, he made a warranty deed purporting to convey his interest in the premises to Henry H. Fuller and Ross R Fuller several years before the death of the life tenant. Appellants contend that this deed operated as a conveyance of the interesFof Wil- liam Golladay, and that, if said deed was otherwise inoperative, it should be given eft'ect, by way of estoppel, against the assertion of ti- tle by the complainants, who are the children of William Golladay. This contention cannot be sustained. William Golladay died before the life tenant. No title ever vested in him. His children are not es- topped by the covenants in this deed for the reason that they are not asserting a title by descent from their father, but are claiming under the will of George Golladay as heirs of Moses Golladay.^ ^ A contingent remainder may be transferred by warranty deed, under our statute, so 31 This would seem to ,be a following of the common-law rule that the descent of a remainder is traced from the first purchaser — that is to say, the orij-'inal remainderman— in lieu of the person last seised, so that, upon the life tenant's death, those persons were entitled who were then heirs of Moses (Jolladay. the remainderman, as in the following cases: Barnitz v. Casey, 7 ("ranch (U. S.) 456, 3 L. Ed. 40.3; Buck v. Lantz. 49 Md. 439; Garrison v. Hill. 79 Md. 75, 28 Atl. 1062, 47 Am. St. Rep. 363; Jenkins v. Bonsai. 116 Md. 629, 82 Atl. 229 ; Payne v. Rosser, 53 Ga. 662 ; Lawrence v. I'itt, 46 N. C. 344. It has been held, however, under American statutes of descent that the common-law rule has been changed, and that descent is traced from the per- son last entitled, so that on Moses Golladay's death his contingent remainder passed by descent to his heirs, including William, and upon William's death his interest passed by devise to his children, the complainants, as his heirs at law, as in the following cases: Hicks v. Pegues, 4 Rich. Eq. (S. C.) 413; Kean's Lessee v. Hoffecker, 2 Har. (Del.) 103, 113, 29 Am. Dec. 336. See, also, the following cases, where the remainder or reversion descending was vested and descent was traced from the person last entitled: Cook v. Ham- mond. 4 Mason (U. S.) 407, 4S8. Fed. Cas. No. 3,150: Lakev v. Scott. l."» X. Y. Wkly. Dig. 148; Moore v. Rake, 26 N. J. Law, 574, 582; Oliver v. Powell, 114 (Ja. 592. 600, 40 S. E. 826; Cote's Appeal, 79 Pa. 235; Hillhouse v. Chester, 3 Day (Conn.) 166, 210, 3 Am. Dec. 265; Early v. Early, 134 N. C. 258, 46 S. E. .~)03. Tbis was the rule regularly applied where personal prop- erty was involved. Hillhouse v. Chester, 3 Day (Conn.) 166, 210, 3 Am. Dec. Ch. 4) CONTINGENT REMAINDERS 87 as to vest the title in the grantee.^- Kurd's Rev. St. 1905, c. 30, § 7; Wadhanis v. Gay, 73 111. 415; Walton v. Follansbee, 131 111. 147, 23 N. E. 332. But, w here the grantor of such an interest dies before t he^ contin gency h appens upon which the estate is to yf 'i^i "'^tVii'ngr pa4 111. 219, 106 N. E. 262. See, also, Kingman v. Harmon, 131 111. 171, 23 N. E. 430. On the other hand, a A'ested remainder is freely alienable by all modes of conveyance. O'Melia v. Mullarky, 124 111. 500, 17 N. E. 36; Boatman v. Boatman, 198 111. 414, 65 N. E. 81 ; Ducker v. Burnham, 146 111. 9, 34 N. E. 5.58, 37 Am. St. Rep. 135; Railsbaok v. Lovejoy, 116 111. 442, 6 N. E. 504; Brokaw v. Ogle, 170 111. 115, 48 N. E. 394, Note on the Tp.eatjient in Equity of Conveyances of Reversions and Otiieb Futuke Interests, Whether Vested or Contingent. — The English Court of Chancery regularly set aside, if there was any inadetiuacy in the consideration given, conveyances of reversions and vested remainders de- pendent upon the falling in of a life estate, even when the conveyance was made by a mature adult, who know exactly wJiat he was about, and there was no fraud whatsoever. Gowland v. De Faria, 17 Ves. Jr. 20; Ilincksujan V. Smith, 3 Russ. 434; Edwards v. Burt, 2 De G., M. v4 (1910), was a suit in equity under Rev. Laws, c. 159, § 3, cl. 7, to reach and apply to the payment of a debt due to the plaintiff from the principal defendant the Interest of that defendant under the will of his grandfather. It appeared that that will gave the residue of the testator's property to trustees, and, aft- er providing for certain trusts, directed that all tbe residue of his estate should \m divided into as many equal shares as there should be at the time of his decease children of his then living or deceased leaving issue, and then, after providing for the management of the trust and the payment of its ex- penses, proceeded as follows: "To pay over the residue of the income of such share to the child for whose benefit such share is held, * * * for and dur- Ch. 4) CONTINGENT REMAINDERS 95 ing tbe term of such child's natural life and upon such child's death to con- vey transfer and pay over the principal of the share so held for such child's benefit to such child's lawful issue then living by representation ; but if such child shall die without leavinjr lawful issue living at the time of such child's death then upon such child's death to add the principal of tlie share held for such child's benefit equally to the shares held for the benefit of my other children then living, * * * provided however that the lawful issue then living of any other child of mine who shall have theretofore deceased shall take and have (and there shall bo paid and conveyed to such issue) — by right of representation the same part of such principal which would have been added to the share which would have been held for the benefit of such is- sue's deceased parent if such issue's deceased parent was then living." When the bill was filed the father of the principal defendant was living. De- fendant had two unmarried sisters, who as well as he were born before the death of the testator. He had had five aunts, who were living at the death of the testator, one of whom had died, leaving issue, one of whom was a childless widow, two of whom were married, each of them having a married son without is.sue. and one of whom was married and had a minor unmar- ried son. Held, that the interest of the principal defendant in his share of the fund of which his father enjoyed the income, although his enjoyment of it was contingent on his surviving his father, was assignable property, which could be reached and applied under the statute, but that his interest in the funds of which the incomes were enjoyed respectively by his aunts, and a part of which would come to him if, after his father's death and during his own lifetime, any of his aunts should die without leaving issue, was not prop- erty, but a mere possibility of proiierty, which could not be reached under the statute." MiSCELI.AXEOUS LeGAI. CONSEQUENCES WHICH DEPEND UPON THE CHARACTEE OF THE Remainder and are Often Said to be Determined According as the Remainder is Vested or Contingent. — The union of the particular estate and the contingent remainder in the same person will not cause the termina- tion of the particular estate (Cumraings v. Hamilton, 220 III. 480. 77 N. E. 264), while the coming together of a particular e.state and the next immedi- ate estate in remainder, which is vested and larger than the particular estate, will terminate by merger the particular estate and cause the remainder at once to vest in possession (Bond v. Moore. 236 III. 576, 86 N. E. .jSG. 19 L. R. A. [X. S.] 540; Whitaker v. Wliitaker, 157 Mo. 342. 58 S. W. 5; Bovkin v. Ancrum, 28 S. C. 486, G S. E. 305, 13 Am. St. Rep. 698). This rule of merger, it is believed, is based upon the strictly feudal or common law distinction between vested and contingent remainders. The rule against iieriJetuities only requires that the future interest shall vest within lives in being and twenty-one years after its creation. "Vest" here does not mean vest in the sense of being non-contingent, nor does it mean vest in possession. It means vest in the feudal or common law sense of that term. Hence in applying the rule against perpetuities it may become of vital importance to determine what interests are vested in that sense, so as to determine whether the future interest does or does not violate the rule against perpetuities. Madison v. Larmou. 170 111. 65. 48 X. E. 556, 62 Am. St. Rep. 356 ; Howe v. Hodge, 152 III; 252, 38 X. E. 1083 ; Chapman v. Cheney, 191 111. 574, 61 X. E. 363. Thejiei^on with a vested remainder^ must be made a party to a decree in chancer y or h e will not be boundnby it. A contingent remainderman may ^e b ound^b^- tt te decree~"by repTesehtation. McCampbell v. Mason, 151 III. 500, 38 X. E.^672 TTemple -TT-Scottr-i4» I-ttv-SQO, 32 X. E. 366; Thompson v. Adams. 205 III. 552, 69 X. E. 1. This may refer to the common law or feudal dis- tinction. If the remainder be subject to a condition precedent in form that the re- mainderman to take must survive the life tenant, then if the remainderman dies before the life tenant no interest passes from him, for he obtained noth- ing. On the other hand, if the remainder be not subject to any such condi- tion precedent of survivorship and if there is no divesting clause operating in the events which happen, the remainderman will have an interest trans- missible at his death. The question, which situation exists, is fundamentally merely one of construction. What is the meaning of the language u.sed'/ Is 96 CLASSIFICATION OF FUTURE INTERESTS (Part 1 CHAPTER V LIMITATIONS TO CLASSES RULE IN WILD'S CASE. Hawkins on Wills (2d Ed.) 243 : A devise of real e state to A. and his childr en, A. having no children at the time ot the devise, ve sts jn A. an estate tail ; ''children" being co nstrued as a word of limit ation. (TrttrfrCase. b Rep. lob; see VVebtrvTByng, 2'K. & J. 669.) The rule does not applv to bequests of personal estate. (Audsley V. Horn, 1 Ue"^ K & j". 226!) ^ 'TThe time of the devise appears to mean the date of the will," and not the death ot the testator. (Butiar v. Bradtord7z Atk. 22l>; [Grieve V. Grieve, L- R. 4X07180; Scale v. Barker, 2 B. & P. 485; Clifford V. Koe, 5 A. C. at p. 47L])^ Co. Lit. 9^1 B. having divers sonnes and daughters, A. giveth la nds to B. et liberis suis, et a lour heires, th e father and all his chi l3reh t o take a tee simple joyntl}^ by torce of these w ords (their heires) ; b ut if he had no childe at the time of the feoffment, tlie childe borne afterwards shall not take. there a condition precedent of survivorship or not? Nevertheless, if the re- mainder is subject to a condition precedent in form of survivorship, it is, according to the feudal or common law distinction, a contingent remainder. On the other hand, if it is not subject to such condition precedent of sur- vivor.ship it is vested and that whether it be subject to a gift over or not. Hence the purely practical question of construction is continually dealt with by the courts and judges on the basis of whether the remainder is vested or contingent according to the feudal or common law distinction. In such cases the courts, not being faced with any consequences of de- structibility or inalienability, have not infrequently reached doubtful results. Cuiumiugs v. Hamilton, 220 111. 480. 77 N. E. 264; People v. Byrd, 253 111. 22.3, 97 N. E. 293 ; Drury v. Drury, 271 111. 3P.n. Ill N. E. 140. It is clear that partition cannot be had by a contingent remainderman, but may be had by a non-contingent and indefeusibly vested remainderman. Rud- dell v. Wren, 208 111. 508, 70 N. E. 751 ; Dee v. Dee, 212 111. 338, 354, 72 N. E. 429. It may not l>e permitted to a remainderman having a vested re- mainder according to the common law or feudal definition if that remainder is uncertain ever to take effect, 1)ecause it is subject to a gift over on events wliich may happen before it vests in possession. Goodrich v. Goodrich, 219 111. 426, 76 N. E. 575 ; Cummings v. Hamilton, 220 111. 480, 483, 77 N. E. 264 (as to 180 acres), semble; Seymour v. Bowles, 172 111. 521, 50 N. E. 122. Hence the question of whether a renin inder may be partitioned does not de- pend upon the aiiplication of the purely common law or feudal distinction be- tween vested and contingent remainders. 1 111. Law Rev. 184. 1 The rule in Wild's Case was applied in Lofton v. Murchison, 80 Ga. 391, 7 S. E. 322. It was held to have tK^en abolished by implication by the stat- ute which makes a devise to A. simpliciter prima facie the devise of a fee, in Davis V. Ripley, 194 111. 399, 62 N. E. 852, and Boehm v. Baldwin, 221 111. 59, 77 N. E. 454, Ch. 5) LIMITATIONS TO CLASSES 97 Sheppard's Touchstone, 436: I^ one devise his land to the children of I. S., by this devise the ch ildren that TT^. hath at~tHe time of t he devis e, or at the m ost the children j^lia t I. S. hath at the time ^f the deatfi^of the testator, and notany^f them that shall be bor n after h is death, shall take? SHEPHERD v. INGRAM. (High Court of Chancery, 1764. Ainb. 44S.) Mr. Shepherd, of Exning in Cambridgeshire, by will gave all his freehold, leasehold, and copyhold est ates, a nd also his personal estate, to_t rustees . to hold to them, their executors, administrators, and as- signs, i n trust to pay certain annuities an d legacies out of the rents and profits of his personal estate ; and in~case of~want of sufficiency of personal estate, then out of the rents and profits of his said real estate. And as for and concerning aM the rest, r esidue , and remain- der of his said real and personal estate, of what nature or kind so- ever, after provision ma de f or payment of the said an nuities and lega- ci es, he gave the same to such child or children as his daughter France? * Gi bson, otherwise Frances Shepherd (who was his natural daugh- ter, to whom he had given the greatest part of his estate), s hould have of her body lawfully begotten, whether male or female, equally tq be divi ded b etwe en t h em, share and share alike, taking upon them j he n ame ot S hepherd Tbut having made no provision for the disposal of the rest, residue, and remainder of the said real and personal estate, in case his said daughter Frances Gibson, commonly called Frances Shepherd, s hould die without i ssu e ot her body lawfully to be begot - te n, then he gave the same, after payment of the said annuities and legacies, unto Christopher Jeaft'erson and Joseph Fyke, equally to be divided between them, share and share alike7 they taking the name of Shepherd. By a codicil, 26th September 1744, he revokes the bequest to Jeaf- ferson, and declares, that he shall have no benefit from the residue of his estate, and devises the same to Samuel Shepherd and the said Joseph Pyke, equally to be divided between them, for their lives ; and directed that the annuities which should fall in should go back to the residuum of his real and personal estate, and be equally divided be- tween Samuel Shepherd and Pyke, provided his said daughter should die without leaving issue of her body lawfully begotten; but in case his said daughter should leave at her death any child or children 2 Singleton t. Gilbert, 1 Cox, 68; s. c. 1 B. C. C. 542, note; Scott v. Har- "wood, 5 Mad. 332 (jioes on the construction to be given the devise) , Cooli v. Cook, 2 Vern 545 (the after-born children were included; ; Hill v Chapman, 3 Bro. C. C. 391. post, page 25i> (personal property) ; Faloon v. Simshauser, 130 111. G49. 22 N. E. 835 (conveyance by deed ; after-born child excluded). 4 Kales Pbop. — 7 98 CLASSIFICATION OF FUTURE INTERESTS (Part 1 then such annuities as should fall in should be divided among such children, or go to such only child: and his will was, and he desired that tlie said codicil should be, and be adjudged to be part and parcel of his said last will and testament. T he bill was brought bv Frances Gibs on, who was then u nder age, and unmarrie d, to establish tlie will, and to have the opinion ofTTie Court, and directions with respect to the trusts ; and u pon hearing o f the cause, on 25th Tune 1750 , before Lord Hardwicke, the Uourt di- rected, That if there should be any surplus of interest arising on any of the funds, after payment by the said decree directed to be made thereout, the same should be laid out in South Sea annuities, subscribed in the name of the Accountant General, to the credit of the said cause, on account of the personal estate, subject to the further order of the Court; and declared, that the same ought to go according to the bequest in the testator's will of the residue of his personal estate ; and after directing, in case of a deficiency of the personal estate to answer the legacies and annuities, that such deficiency should be made good out of the rents and profits of the real estates, his Lordship ordered, that such rents and profits should from time to time be paid into the Bank, in the name of the Accountant General; and that the surplus should be accumulated and laid up ; when the same should amount to a competent sum, be placed "out^t interest_in the A rcountkTit^ G en- eralVrrame, and subject to the contmgencyin t he testator's will ; and_ that the iiittiesL andTlividends that should arise therefrom should, wHen thejT'amounr t u a Tompetent SUiiTp be place d o ut i TTTTke mal>~ ner^ And his Lordsmp declareH'That no part of the surplus rents and profits of the testator's real estates was descended to, or belonged to Elizabeth Rogers, the heir at law, but the same was subject to the trusts and contingencies in the will ; and any person that might be intitled thereto, according to such trusts and contingencies, was to be at liberty to apply, as any of such trusts should arise, or contingen- cies happen. Af terwards Frances Gib son married Ingram, now Lord Ir- win, o n 2d August, 1758, and~the re_are^three childre n of the marriag e, all infants. B ill by the _ plaintifl :s, being two of those children, the other being made a defendant, to have an account of the profits of the residuum of the real and personal estate, as constituted under the former de- cree, from the birth of the eldest child ; and that so much as became due, from the birth of the first child till the second was born, may be declared to belong to the first ; and after the birth of the second, till a third was born, to belong to the first and second child ; and that so much as became due from the birth of the thir^i child, may be de- clared to belong to all the three children. For the plaintiffs it_was argued. That the r esidne wgs givep tn th e children defeasible , in case they should all die before Lady Irwin the ir mother? For the defendants, Shc"plicrd and j-'yke, it was argUed^Th at Ch. 5) LIMITATIONS TO CLASSES 99 the children too k no interest in the residuum in the life-time of their mother, hut that~the wholewa s continp^ent till h^r~death ; andi that the interest and protits were Intended to accumulate in the mean time. Lord Chancellor Xorthington was very clear of opinion, that the dau ghters took a defeasible int erest_in_tbe residue; and put the case^oTa legal devise of the residue^to the daughters, with a subse- quent clause declaring, that if all the daughters should die in the life- time of their mother, then the residue should go over, that would be an absolute devise with a defeasible clause, and the daughters would in that case be clearly intitled to the interest and profits till that con- tingency happened. And d ecreed according to the p ray er of the bi ll, with liberty to apply in the case of the bir th of any other child.^ PRESTON ON CONVEYANCING, vol. 3, p. 555 : "But under the learning of uses and of executo ry devises, a gift to a cl ass^ of per- so ns"lTTay give^aTtitTeT lirst^ to onelperson, and afterwards open and ad- mi t of a participation by others. But at _the rnmmnn law, and under the learningo f^ remainders, a gift to a class of persons will no t admit to a participation anv whoare_ born after the determination "oF thej^ar- ticular estate, thoug h such after- born_p ersons m ightjtake_utider a gift operating W executory devise, oFsprmging or shifting use . (Mogg v. MoigrTrrt:kar[my,-i^rDrT^T57Tl^T^ir^ "By this distinction different parts of the certificate in Mogg v. Mogg are reconciled; the same words of description having, under different circumstances, conferred a title on a different number of the grandchildren of the testator." * MELLICHAMP v. MELLICHAMP. (Supreme Court of South Carolina, 1S88. 28 S. C. 125, 5 S. E. 333.) » McIvLR, J. This action was instituted for the purpose of obtaining partition of a certain tract of land described in the complaint, contain- ing 3,771 acres, and the several questions raised by the appellants grow out of the following facts: On the 15th of January, 1878, one Jo hn Mpblev cm iyeved the tract of land described in the complaint _to^ the^ d efendant "Alarion P Mnble^ y nnd flip rhiH ren she already has and may hereafter bear bv her husband," Edward P._ ]\Iobley7 Sr. At the tirne~ol: the execution "of this deed, Mrs. Mobley had borne to 3Accortl : Whe re personal property was inyolyed: Weld y. Bradbury, 2 * See, also, Brackenbury y. Gibbons, 2 Ch. Div. 417 ; Archer y. Jacobs, 125 Iowa, 407, 482-484, 101 N. W. lO.j. See, also, Matthews v. Temple. Comber- liach's Rep., 467 (1G9S) ; Fearne, C. R. 312, 314; 1 Jarman on Wills (5th Amer. Ed.) star pp. 2G4, 875; Theobald on Wills (7th Ed.) 312. 5 Only part of the opinion of the court is given. 100 CLASSIFICATION OF FUTURE INTERESTS (Part 1 her said husband the following children, viz., Edward P., Jr., Moses H., Kate, (who had intermarried with the plaintiff,) Alarion, Jones, Hattie, and Nancy, — seven in number, — all of whom were then living. After the said deed was executed, anothej chi ld — the defendant Berry H. iMobley — was born to the said MariorT R. and Edward P. Mobley, Sr., whose right to participate in the partition is disputed by some of the parties. [The circuit judge held that Berry H. Mobley, though born after the execution of the deed from John IVIobley to Marion R. Mobley and her children, was entitled to share in the partition.] As to the question [namely, whether the after-born child, Berry H. Mobley, took any interest under the deed from John Alobley to Marion R. Mobley and her children] there can be no doubt that the intention was to include after-born children, for the language is : "Unto the said Marion R. Mobley and the children she already has and may here- after bear by her husband, the said Edward P. Mobley, Sr.," and it is d ifficult to conceive what language could _have ^been _employ e d more__ £X- press ive of an intention to include after-born chil dren. It is true that this question arises under a deed, and not under a will, where it is sup- posed greater weight is given to the intention ; but as we understand it, when a court is called upon to construe any paper, the first effort should be to ascertain the intention of the parties from the language which they have used. It is, however, likewise true that sometimes the intention of the parties, although so clearly expressed as to leave no doubt upon the subject, cannot be carried into effect, even in case of a will, because such intention contravenes some settled rule of law, and it is argued here tha t although the intention is plain to iiTclude af ter-^rn child r en, the deed cannot be g iven such effect, Becau se iFvio- lates the well-established rule of law that "a freehold estate~c^anno t be li mite d to commence in futuro," and therefore, as Berry H. ]\Iobley was iioTin existence when this deed was executed, and when the estate granted passed out of the grantor, it could never afterwards have the effect of vesting any estate in him. The cases cited to support this view are : Stroman v. Rottenburg, 4 Desaus. 268 ; Myers v. Myers, 2 McCord, Eq. 214, 16 Am. Dec. 648; McMeekin v. Brummet, 2'Hill Eq. 638; Holeman v. Fort, 3 Strob. Eq. 66, 51 Am. Dec. 665; and Kitchens v. Craig, 1 Bailey, 119. Now, while in all of these cases the after-born children were excluded, it was because the court held that the terms of the instrument — deed or will — did not show an intention to include the after-born children, and not because such children could not take under the rules of law. On the contrary, it is plainly implied in all of these cases, that if the language used had shown an intention to include after-born children, such would have been the effect. The case of Hall v. Thomas, 3 Strob. 101, is also cited in support of the view contended for by appellant. That was a case in which a mother, by a very informal deed of gift, transferred personal property to her two children, "Martha and Avan; and also, if I should have any Ch. 5) LIMITATIONS TO CLASSES 101 more children, they shall all my children be equal and share equal in this my property, given and intended to be granted and given and con- firmed, and by these presents do give, grant, and confirm unto my said children," etc., "of all which premises I, the said Magdalen Ulmer, have put the said, my children, in full and peaceable possession by virtue hereof ;" and it was held that this paper, by its terms, vested the whole legal estate in tlie children born at the date of the deed, to the exclusion of those born afterwards, stress being laid upon the words last quoted, as one not in esse could not be put in possession. It is true that O'Neall, J., in delivering the opinion of the court, also lays down the doctrine that "a deed is inter vivos, and is to take effect in prresenti. Such a thing as a deed to a person unknown or not in esse cannot be ; * * * such a thing as a direct and immediate gift of personalty to person not in esse has not as yet been allowed, and I trust never will be." But he adds, further on in the same opinion : "If this had been a conveyance of land, the most that could have been made of it, be- tween the parties, would have been that, at law, the legal estate was in the grantees Martha and Avan, and in equity, that they might have been regarded as trustees of a springing or shifting use, first, for them- selves ; second, for themselves and the after-born children, as they re- spectively come into being." If this be so, then, upon the same princi- ple, the after-born child. Berry -H. Mobley, could be let in. In considering the question arising under a devise to children, as to the point of time at which the class is to be ascertained, or rather as to the period within which the objects must be born, we find in 2 Jarm. Wills, marg. p. 98, the following language : "We are now to consider how the construction is affected by the words 'to be born,' or 'to be begotten,' annexed to a devise 'or bequest to children ; with respect to which the established rule is that, if the gift be immediate, so that it would, but for the words in question, have been confined 'to children (if any) existing at the testator's death, they will have the effect of ex- tending it to all the children who shall ever come into existence ; since in order to give to the words in question some operation, the gift is necessarily made to comprehend the w-hole." ^ Now, while this lan- guage is applied to a will, Ave do not see why it should not also be ap- plied to a deed for the purpose of effecting the manifest intention of the parties, and giving to the words used some operation and effect. In- deed, we find that the principles upon which the above-stated rule seems to rest have been applied to a deed in the case of Hewet v. Ire- land, 1 P. Wms. 426, though the precise question here under consider- ation did not arise in that case. Nearly 40 years ago it was said by one of the chancellors of this state that "the difference between the rules of construing deeds and wills has often been a subject of regret; and it is evident that the current of decisions is gradually wearing it away ; 6 Accord: Mogg v. Mogg. 1 Mer. 654; Gooch v. Goocb, 1-i Beav. 5()r>; Ed- dowes V. Eddowes, 30 Beav, 603; Cook v. Cook. 2 Vern. 545; Theobald on Wills (7tli Ed.) 311 ; Leake on Property in Laud (2d Ed.) 267. 102 CLASSIFICATION OF FUTURE INTERESTS (Part 1 SO that, at no very distant day, it is probable they will become almost identical." If, therefore, any mode can be devised by which the mani- fest intention of the parties, as expressly declared in this deed, can be carried into effect without violating an ancient rule of the common law, deriving its origin from the feudal system, as Judge O'Neall seems to think there can be, we think it should be adopted. It will be observed that the deed here in question is not solely tojpersons not iii esse at the tiiiieo f its execution, but there Were persons in ex istence then compe- tent to tak e the est at e conveyed ; and we do not see why the estate thus vested in them may~not, in order to effect the intention, open and let in all of the class expressly mentioned in the deed as they severally came into existence. It seems to us, therefore, that there was no error on the part of the circuit judge in holding that Berry H. Mobley was enti- tled to share in the partition of the land described in the complaint.'^ [Balance of opinion, relating to another point, omitted.] 7 Accord: Pierce v. Brooks, 52 Ga. 425. Contra: Miller v. McAlister, 197 111. 72, 64 N. E. 254 (1902). Ch. 6) FREEHOLD INTERESTS SUBJECT TO A TERM 103 CHAPTER VI FREEHOLD INTERESTS SUBJECT TO A TERM POLLOCK ON THE LAND LAWS, pp. 137, 138: Leaving ex- ceptional cases aside, we pass on to consider the position of the tenant who holds either for a term of years, or as tenant from year to year. In the feudal plan of society there is no place for him ; and accordingly the legal doctrine starts from the conception that the relation between the landlord and the tenant is simply a personal contract. This concep- tion is at the bottom of all the differences between freehold and lease- hold tenure, and, though largely qualified in its eft'ects, must be borne in mind in order to understand even the most modern form of the law. The lessee's interest is now beyond question property, not the mere right to the performance of a contract. Still, being in legal theory the creature of contract, it has neither the dignities nor the burdens pe- culiar to freehold tenures. It is not the su bject of feudal modes of conveyance, nor of the feudal rules of inherit ance. No particular form of words is^necessary for its creation ; and the custom of creating it by deed has become a legal requirement (and that not in every case) only by modern statutes. It could always be disposed of by will if the ten- ant died before the expiration of the term ; and in case of such death the law deals with it in the same way as cattle or money, and it goes to the executor, as part of the "personal estate," to be administered by the same rules as movable property. If undisposed of by will, the lease- hold tenant's interest belongs on his death to the same persons, and in the same proportions, as cash or railway shares which he has not dis- posed of. There is no such thing as an heir of leaseholds. In one word, which for the lawyer includes all that has been said, a leasehold is not real but personal estate. From a strictly feudal point of view there is not an estate at all, only a personal claim against the freeholder to be allowed to occupy the land in accordance with the agreement. But as early as the thirteenth century two points were settled, which together constituted a true right of property in the tenant. If he was ejected in breach of his landlord's agreement, he could recover not merely compensation for being turned out, but the possession itself; and this not only against the original landlord, but against a purchaser from him. Already the purchaser could not say to the tenant whom he found on the land, "I have made no contract with you, look for your redress to the man with whom you did contract." The farmer's pos- session was as secure while his estate lasted as the freeholder's. On the foundation thus laid the modern law has been completed, partly by judicial usage and partly by express legislation. Broadly speaking, both the landlord's and the tenant's successors in title enjoy, while the 104 CLASSIFICATION OF FUTURE INTERESTS (Part 1 term of the tenancy lasts, the rights conferred at its creation upon the landlord and tenant respectively, and are subject to the burdens im- posed on them. Exceptions may still occur, too rare and technical to be now further specified, which are just enough to show that the old notion of a mere personal agreement, though decayed, is not dead. CHALLIS' REAL PROPERTY (3d Ed.) 99 : The sejsin [of the im- mediate freehold estate] is quite independent ^', and unaffecte d^ by, the existence^f_ any term or te rms~oT~yeafs^ Therefore, so far as the seisin is concerned, there can existno such thing as a remainder of freehold expectant upon a term of years. The existence of a prior term of years does not prevent the first vested estate of freehold from being an estate of freehold in possession. (Litt. § 60: "If the termour in this case entreth before any livery of seisin made to him, then is the freehold and also the reversion in the lessor.") Words and phrases which grammatically import futurity, such as "then," "when," "from and after," and the like, when they refer to the determination of a prior term of years, do not make the subsequently limited freehold contingent, or postpone the vesting of it until the expiration of the term ; but under such circumstances the freehold is vested immediately. (Boraston's Case, 3 Rep. 19.) During the continuance of a prior term, the first estate of freehold is properly described, not as being a remain- der of freehold expectant upon the term of years, but as being the free- hold in possession subject to the term. But since the possession of the freeholder is in such a case subject to the rights of the termor, and since these rights may, and in practice usually do, deprive the free- holder of the immediate use and occupation of the lands during the term, the result is, for many practical purposes, much the same as if the freehold subsisted only as a veritable remainder. In this sense the word remainder is often applied to estates of freehold limited after a term of years. But when this language is used the reader must bear in mind (1) that a pri or term of years does, not p re vent a subsequent vest- ed estate of freehold from being an estate oftreehold in posselsion; and (2) that a plMorn:enii6T3^ears~3oFs~n6f prevent asubsequent con- tinge nF"estate~ or~ff^gho1d from being void in its inception, as beiiig an attempt to create a freehold uTtuturo. ■EEAKE ON PROPERTY IN LAND (2d Ed.) 35 : If a lease were made f or years with a contingent remainde r of fre ehold, the l imitation in remaind er was"w]io ny voIHTBecalise itleft the seMTf in abeyan ce un- t ij jhe happening of the~co ntihgency ; no r could livery ^be_a y^" f"'" ? P^^^'^ a n estate fj rwant ora~present ceftain" grant ee of~thefreehold . (Co. Lit. 217a.) TEiis, "it is'a general rule, tTiaF'wherever an estate in con- Ch. 6) FREEHOLD INTERESTS SUBJECT TO A TERM 105 tingent remainder amounts to a freehold, some vested estate of free- hold must precede it." (Fearne, Cont. Rem. 281. See Loyd v. Brook- ing, 1 Vent. 188.) LIT. § 60. But if a man letteth lands or tenements by deed or with- out deed for t erm of years, the remainder over to another for life, or in tail, or irTT ee; in this case it_behoo veth, that thej^sorjijakethjjyery of seisin to the lessee for years , otherwise nothing passeth to them in the remainder, although that the lessee enter into the tenements. And if the termor in this case entereth before any livery of seisin made to him, then is the freehold and also the reversion in the lessor. But if he maketh livery of seisin to the lessee, then is the freehold together with the fee to them in the remainder, according to the form of the grant and the will of the lessor. Note on the Distinction between Freehold Interests Subject to Terms AND Those Subject to a Particular Estate of Freehold so Far as the Existence of Seisin is Concerned. — Freehold interests limited after terms for years, if valid at all, are present interests and the seisin of the free- holder is a present seisin. Challis' Real Property (.3d Ed.) 70, S9-90. The freeholder's wife or husband has dower (Scribner on Dower [2d Ed.] 2.3.3) or curtesy. The freeholder, even though not the original purchaser, constitutes a new stock of descent. Bushby v. Dixon (1S24) 3 B. & C. 298 (4 Gray's Cas. on Prop. 10). On the other hand, a remainderman has no seisin at all. After mentioning that the reversioner has a sort of seisin because of the services rendered him, the learned authors of Pollock and Maitland's History say (2 Pollock & Maitland, History of English Law, 89): "On the other hand, we cannot find that any sort of kind of seisin was as yet attributed to the re- mainderman. He \\as not seised of the laud in demesne, and he was not, like the reversioner, seised of it in service, for no service was due him." The absence of seisin in the remainderman seems always to have continued, for Hargrave says (the italics are his): "But, in opposition to what may be termed the expectant nature of the seisin of those in remainder or reversion the tenant in possession is said to have the actual seisin of the lands." Co. Lit. (Ilargrave's note) 217. It followed, from the fact that the remainder- man had no seisin that he did not render feudal services. 2 Pollock & Mait- land, History of English Law, 39. He could not bring a writ of right. Lit. § 4S1. In order to transfer a remainder the co-operation by attornment of the tenant was necessary, so that the actual seisin of the freehold in possession might be held for the grantee of the reiuainderman. Mystery of Seisin, by F. W. Maitland, 2 L. Q. K. 481, 490-493. A remainderman, other than one who was an original purchaser did not constitute a new stock of descent. 4 Kent, Com. 387. In this respect also the remainder was on the footing of a mere right of entry by one disseised. The Mystery of Seisin, by F. W. Mait- land, 2 L. Q. R. 481, 485. The consequences arising from the fact that the remainderman had no seisin have come down to us in the rule that there can be no dower or curtesy in a remainder. Co. Lit. 29a, .32a ; Scribner on Dower (2d Ed.) 233, 321. In this respect the remainder was on the footing of a mere right of entry by one disseised. Mystery of Seisin, 2 L. Q. R. 481, 485, et seq.— Ed. 106 CLASSIFICATION OF FUTURE INTERESTS (Part 1 ADAMS V. SAVAGE. (Court of King's Bench, 1703. 2 Ld. Raym. 854.) A scire facias A vas_sued _by theplaintiff as administr at or to J. S. up on ad rninistration grpnteH tn~him hythe archdeacon ^QJ ^ Dorset, upon a jiiHgment recovered b y the intest ate against S avage in this court . And the issue alter pTeading was, whetTier~S avage was seise d of the lands , etc., in fee? Upon which the jury found a special verdict, that Savage b eing seiTed in fe e, conveyed^ he lands by lease a nd release to trus tees and their heirs, to the use oFhimself for ninety-nin ^year s^_^ he should so Ions live^remain der to the trustees tor twenty^five vears . remainder to tlie heirs male of his body^emainder to his own right heirs. And the^question~wal7^ 7'Ba^^ during his life, not havmg heir sjiiale^ o f his body, should have a use result to him_f or his life. an d_so be come ten ant inTail m possessi on ; or if no us e could result, an d then there be- ing nofreeholdto^up2gitjhe_c^^ f the body of Savage ^the sai d remaind er would be void, and Savage se ised in fee as be fore" And~this was argued by Mr. Eyre for the pTaih- tiff, and by Mr. Serjeant Darnell for the defendant, Hilary term last, and this term. And the court held, that no use could result to Sav age during his life, and ther'etore tii ej-ernamder to theTiei rs male wa s void, and Savage seis ed in fee. And their reasons were, because the limitations to himself for ninety-nine years, and to th e trustees for tw^enty^five ye ars, and t he heirs male, Aver e ne\ v uses and n ewestates. As it a man Tdv' lease and release^ or by covenant to stand seised, limit the use to himself for life, or in tail, these are new estates, and not par- cel of the old estate, according to 7 Co. 13 b, Englefield's Case. And where in such case upon a conveyance such uses are limited, as (sup- posing the limitations to be good) would pass the whole estate, there no use will result contrary to the express limitations of the party. But if the limitations are void, the conveyance of necessity will fail. If a man seised in fee convey his estate by lease and release to the use of himself for life, remainder to trustees for their lives, remainder to the heirs of his body; he hath an estate tail in him, but he is but tenant for life in possession : otherwise if there had been no intermediate estate in the tinastees for their lives. And in the former case, if a man makes a feoffment, it is no discontinuance, but only divests the estate. And for the same reason in this case, where the first limitation is only for years, the remainder to the heirs of the body of the tenant for years is a contingent remainder, and void. These are the reasons of the Chief Justice Holt. And Powell, Justice, said, that there was a difference, where the limitation was upon a covenant to stand seised, and where upon a lease and release. For where the limitations are to take effect out of the es- Ch. 6) FREEHOLD INTERESTS SUBJECT TO A TERM 107 tate of the covenantor, there if the hmitations were such as could not take effect immediately, or not till after the death of the covenantor, as in the case of Pybus v. Midford, 2 Lev. 75, there the law may mould the estate remaining in the covenantor into an estate for life; but that cannot be where the limitations are to take effect out of the estate of the trustees for want of a limitation, much less against an express limi- tation. And therefore (by him) if there had been an express limitation in the case of Pybus v. Midford, limited to the covenantor, the judg- ment would have been otherwise. And for these reasons the whole court ordered last Hilary term, that judgment should be entered for the plaintiff, unless cause should be shown to the contrary the first day of this term. And the first day of this term Darnell, Queen's Serjeant, showed for cause, that the plaintiff could not have judgment, because it appeared upon the scire facias that he was not intituled to it ; because the administration was granted to him by the archdeacon of Dorset, and therefore the grant of it was void ; for the judgment of this court, upon which the scire facias is founded, is bona notabilia. 2. If it will not make bona notabilia, yet this grant of administration will be void quoad this judgment, because it lies out of the hmits of the jurisdiction of the archdeacon of Dorset. Against which it was urged by Mr. Eyre for the plaintiff that this court cannot take notice of the boundaries of dioceses ; and it may be, that this court is within the archdeaconry of Dorset, for that archdeaconry may be within the diocese of London; and this court will not intend the contrary, since the contrary does not appear to them. But per Holt, Chief Justice, this court will take no- tice of the limits of ecclesiastical jurisdiction, which is part of the law of the realm, under which we live; and consequently it will take no- tice, that a judgment of the King 's Bench is not within theJuriidi^tiDn of the a rchdeacon ot JJorseT And ior tmb iedsuintTewliole court held, that^idgment ought to be given for the defendant.^ GORE V. GORE. (Court of Cliancery, 1722. 2 P. Wms. 28.) This case came on before Lord Chancellor Macclesfield, who di- rected it to be referred to the judges of the King's Bench for their opinion. The testator William Gore had several sons, Thomas and Edward Gore, ficc, and several daughters; and being seised in fee of divers manors and lands, did, by his will dated 14th July, 1718, device these lands, &c., to truste es for 500 years, and after the determination of 1 Rawley v. Hollanclr 22 Yin. Ab. ISO, pi. 11 (1712), accord. See Gray, Per- petuities, §§ 58-60. 108 CLASSIFICATION OF FUTURE INTERESTS (Part 1 that term, to the first so n of his eldest son Thomas (who was tlien a bachelor), tcTlJe begotten m tait~m^ale/"and siD to" evSry~0TtTCt--3en of tlie l)ody of Thomas to be begotten in tail male successively. Remainder to the testator's second son Edward for life, remainder to his first, &c., son in tail male successively, with divers remainders over. The trust of the term of 500 years was, to pay the testator's debts and legacies, which were considerable, and likewise to pay i50 per annum annuity to the testator's eldest son for his life, with a power for his said eldest son to distrain for the same, if in arrear, with a power to the testator's younger son Edward to charge the premises with il,000 apiece for his younger sons or daughters, payable at twenty-one, and with a maintenance for them in the mean time, not exceeding the interest of their portions; the trustees to raise such portions, and maintenance out of the term for 500 years, and when all the trusts of the term were performed, then the term to attend the inheritance. Also the testator declared, that the reason why he gave his eldest son Thomas no more than i50 per annum was, because his said eldest son had stood him in a great deal of money, and was to have £400 per annum, in lands in Wiltshire, immediately after his [the testator's] death. In the February following, the testator died, leaving his el dest son Thomas then a bachelor, who afterwar ds marr ied, and had a son. The first question was, whether the devise tomFfiTSt'sorTof TTiornas (the testator's eldest son) was good? 2dly, in whom the freehold of the premises did vest at the death of the testator? Whereupon all the four judges of the King's Benc h thaj^tlie n were , (viz.) Pratt, C. J.TT^owisTEyrE, and Fortescue Aland, Justices, certified their opinions under their hands, "that the__deyise to the eld - est^^onof Thomas Gore was void ; that it could not be good as a re mairnletT^oFlvaht of'a freelTord~to"gnpporl it; aiid" that it could nor_take_effectas an executory devise, because It was too "reniote (viz j after 500 1^-ears.'" tjut l^ord Aiacclesrield expressed some dis- saHsf action at this opinion of the judges, saying, that though the law might be so, yet the term of 500 years being but a trust term, and to be considered in equity as a security only for money, was not to be so far regarded (at least in equity) as to make the devise over void. After which the eldest son Thomas Gore and his brother Edward came to an agreement, which was confirmed by the court. Afterwards Thomas Gore had a son and died, and the^son^ofJPhomas ^ore bringing this matjt er ove^again ^in Chanc ery, Lord " Chancello r King sent it^ second timeltolheTou?t of KingTT^ench, where Lord HARDWICKg;2Cr^^GE, PROBjn^,_^lT3|X^f77usT^^^ opinion a gainst the opmTon ~ortheir predecessors, (viz.) "Thatlhiswas Ch. 6) FREEHOLD INTERESTS SUBJECT TO A TERM 109 a good executory devise, and not too remote; for t hat it must in a ll events, on e way or other, hap pen, upon the d eath of Tho mas j}ore, whether he should have a son or notTand either upon the birth of the son, or upon his death without issue male, the freehold must vest." Lord Raymond also was of this last opinion. The two certificates were in the words following: "We have heard counsel on both sides on the question above speci- fied, and having considered the same, are of opinion, that the devise of the manors above mentioned to the first son of Thomas Gore is voMTT^ecause he cannot take by way of remainder, for that thereTs no freehold to supporflt ; nor can he take by way of executory de^ viseTbecause it is not to talce place within thaFcompass of time whith the law allows ; an d we a re also of opinion that theTreehold of the same manors, on the death oFlhe" devisor, vested~in1B^ward the'sec- ond son. ~~ " "John Pratt, Littleton Powis, R. Eyre, J. Fortescue Aland. " 1722." r 1-] "Upon hearing counsel on both sides, and consideration of this case, we are of opinion, that tli e devise o f the manors of Barrow and Sou thley to the first son of Thomas Gore is good by way of exec u - to ry devis e, andJ:h at the freehold of the sai d,m.nnnr.s, on. the dealli of the devisor, vested in his heir-a tJaw. "PIardwicke, F. Page, E. Probyn, W. Lee. "Jan. 26, 1733." 110 CLASSIFICATION OF FUTURE INTERESTS (Part 1 CHAPTER VII RULE IN SHELLEY'S CASE PROVOST OF BEVERLEY'S CASE.' (Y. B 40 Edw. Ill, 9. [1366.]) Lands were given to one John de Sutton for his Hfe, the remainder, after his decease, to John his son, and Eh'ne, the wife of John the son, and the heirs of their bodies ; and in default of such issue, to the right heirs of John the father. John the father died first; then, John and EHne entered into possession. John the son then died, and afterwards EHne his wife, without leaving any heir of her body. R., another son, and heir at law of John de Sutton, the father, then entered. And it was decided by all the Justices that he was liable to pay a relief to the chief lord of the fee, on account of the descent of the lands to himself from John the father. Thorpe, who seems to have been a judge, thus explained the reason of the decision : ''You are in as heir to your fa- ther, and your brother [father?] had the freehold before; at which time, if John his son and EHne had died [without issue] in his lifetime, he would have been tenant in fee simple." ^ WILLIAMS ON REAL PROPERTY (21st Ed.) 346-348: We have seen that, according to feudal law, the grantee of an hereditary fief was considered as being entitled during personal enjoyment only, that is, for his life ; while his heir was regarded as having been endow- ed with a substantial interest in the land. And these conceptions seem to have been imported into English law along with the principle of ten- ure. In early times after the Conquest therefore, if a grant of land were made to a man and his heirs, his heir, on his death, became enti- tled ; and it was not in the power of the ancestor to prevent the descent of his estate accordingly. He could not sell it without the consent of his lord ; much less could he then devise it by his will. The ownership of an estate in fee simple was then but little more advantageous than the possession of a life interest at the present day. The powers of alienation belonging to such ownership, together with the liabilities to which it is subject, have almost all been of slow and gradual growth, as has already been pointed out in different parts of the preceding chap- ters. A tenant in fee simple was, accordingly, a person who held to 1 As stated in Williams on Real Property (21st Ed.) pp. 350, 351. 2 The same rule is said to have been mentioned in Abel'si Case, 18 Edw. II, 577 (1324), which will be found translated in 7 M. & G. 941, note (e). Ch. 7) RULE IN Shelley's case 111 him and his heirs ; that is, the land was given to him to hold for his Hfe, and to his heirs, to hold after his decease. It cannot, therefore, be wondered at, that a gift, expressly in tliese terms, "To A. for his Hfe, and after his decease to his heirs," should have been anciently re- garded as identical with a gift to A. and his heirs, that is, a gift in fee simple. Nor, if such was the law formerly, can it be matter of surprise that the same rule should have continued to prevail up to the present time. Such indeed has been the case. Notwithstanding the vast power of alienation now possessed by a tenant in fee simple, and the great lia- bility of such an estate to involuntary alienation for the purpose of sat- isfying the debts of the present tenant, the same rule still holds ; and a grant to A. for his life, and after his decease to his heirs, will now con- vey to him an estate in fee simple, with all its incidents ; and in the same manner a grant to A. for his life, and after his decease to the heirs of his body, will now convey to him an estate tail as effectually as a grant to him and the heirs of his body. In these cases, therefore, as well as in ordinary limitations to A. and his heirs, or to A. and the heirs of his body, the words "heirs" and "heirs of his body" are said to be words of limitation ; that is, words which limit or mark out the estate to be taken by the grantee. At the present day, when the heir is per- haps tlie last person likely to get the estate, those words of limitation are regarded simply as formal means of conferring powers and privi- leges on the grantee — as mere technicalities and nothing more. But, in ancient times, these same words of limitation really meant what they said, and gave the estate to the heirs, or the heirs of the body of the grantee, after his decease, according to the letter of the gift. The cir- cumstance, that a man's estate was to go to his heir, was the very thing which, afterwards, enabled him to convey to another an estate in fee simple. And the circumstance, that it was to go to the heir of his body, was that which alone enabled him, in after times, to bar an estate tail and dispose of the lands entailed by means of a common recovery. GOODEVE. LAW OF REAL PROPERTY (4th Ed., by Ephin- stone, Clark & Dickson) 239, 240 : We do not know by what reasoning the rule [in Shelley's Case] was originally established; but the follow- ing considerations will show that it woukl be impossible for any person who understood the meaning of the words employed to deny the exist- ence of the rule. Ever since tlie Conquest, English lawyers were ac- quainted with the difference between a conveyance "to A." and a con- veyance of land "to A. and his heirs." In the first case, A.'s interest de- termined on his death ; in the second case, it passed on his death to his heirs. Then the case arose of a conveyance "to A., with remainder to his heirs." Now what is the meaning of "the heirs of A." ? (Evans v. Evans (1892) 2 Ch. 173.) It means an indefinite succession of persons, each of whom will succeed to the land of which A. dies seised (or ac- 112 CLASSIFICATION OF FUTURE INTERESTS (Part 1 cording to the present law of which A. was the purchaser, and dies seised), unless some prior heir alienates it, or according to the old law, becomes attainted. It is sometimes forgotten that although before the Inheritance Act, 1833 (3 & 4 Will. IV, c. 106, 9 L. Q. R. 2), heirship was traced from the person last seised, yet every blood relation of the purchaser was necessarily one of his heirs, except where he was ex- cluded by the rule as to the half-blood. It follows therefore that, un- less both the purchaser and his father and mother were bastards, the number of persons each of whom might be his heir was infinite ; and as there can be only one heir at the same time, each of these persons became the heir in succession one after the other. There was no man- ner known to the common law in which these persons could take by purchase. The only estates which could be held by more than one per- son as purchaser were estates in joint tenancy and tenancy in common. The estate of the heirs could not be in joint tenancy, for the estates of joint tenants must, according to the common law, arise at the same time and not in succession ; it could not be tenancy in common, because, although the estates of tenants in common may arise at different times, still persons cannot be tenants in common unless they are tenants at tlie same time, Avhich is impossible in the case of heirs. If, therefore, it is not possible for the heirs to take by purchase, the only possible manner in which they can take is by descent; in other words, A. the ancestor must take the fee simple. CHALLIS' REAL PROPERTY (3d Ed.) p. 152 : In the limitations now under consideration, there occurs always an estate of freehold limited to a specified person, and a subsequent limitation, whether im- mediate or remote, expressed to be made to the heirs, or to some class of the heirs, of the same person. The prior estate and the subsequent limitation must both arise under or by virtue of the same instrument. Grammatically, the construction of the second limitation might be, to give a remainder by purchase to the specified heirs. And since the person whose heirs they are, or rather, are to be, is living at the date of the limitation, such a remainder, if taken by the heirs as purchasers, would be a contingent remainder of Fearne's fourth class, being a limi- tation in remainder to a person not yet ascertained or not yet in being. (Vide supra, p. 131.) But the law puts upon the limitation to the heirs a different construction, not giving to them any estate at all by pur- chase, but taking account of the mention of the heirs only for the pur- pose of giving a corresponding estate to the specified ancestor. There- fore, it is commonly said, that in limitations coming within the rule in Shelley's Case, the word "heu's" is not a word of purchase but a word of limitation. ID., p. 166: The question as to the origin, or true grounds, of the rule in Shelley's Case, has given rise to much speculation, into which it is not desirable to enter at length. Considering that, at the time when Ch. 7) RULE IN Shelley's case 113 the rule arose, tenure was the mainstay of our pohtical constitution, and that the preservation of the fruits of tenure was notoriously a prin- cipal aim of the law, and that settlements giving an estate for life to the ancestor with a remamder to his heir, if they had been permitted to take effect by way of remainder, would have enabled a family to enjoy all the advantages of a descent, while evading the feudal burdens by which a descent was accompanied : the opinion seems to be more than plausible, that the true origin of the rule is to be found in the policy of feudalism.3 (See 1 Prest. Est. 295-309.) 1 HAYES ON CONVEYANCING (5th Ed.) 542-546: The rule assumes and founds itself upon two pre-existing circumstances, — a freehold in the ancestor,* and a remainder to the heirs. The absence of either of these ingredients repels the application of the rule; their concurrence irresistibly invites it. When the rule supposes the second limitation to be a remainder, it plainly excludes, — 1, the case of limita- tions differing in quality, the one being legal and the other equitable ; ^ 2, the case of limitations arising under distinct assurances ; " and, 3, the case of an executory limitation, by way of devise or use ; ^ and, conse- 3 This is at all events the policy of the Statute of Marlebridge, 52 Hen. Ill, c. 6, enacting that the lord should not lose his wardship by a feoffment made in the tenant's lifetime to the tenant's heir, being within age; and the language of the statute shows that this and other like devices for evading feudal burdens were then well known. This enactment was not merely level- ed at covinous feoffments, where the feoffor continued afterwards in receipt of the profits, but extended to bona fide feoffments to the heir's use. (Bacon, Uses, p. 2.5, ad init.) [See Van Grutten v. Foxwell, (1S97) A. C. 609, where the origin of the rule was discussed. The true view seems to be that the rule was an inevitable result of the doctrines of the ancient common law. At the time when the rule was established, contingent remainders were not rec- ognized as lawful limitations ; conset]uently it was impossible to give effect to a limitation to the heirs of a person, unless they took by descent fwilliams, R. P. [3d Ed.] 218, note) ; and even if such a limitation had been legal it would have been Impossible to give literal effect to it, because this would have in- volved giving the heirs estates in succession by purchase (see Goodeve, R. P. [5th Ed.] p. 224). The only way of carrying out the intention of the settlor was to give the ancestor an estate of inheritance. So far, therefore, from having been invented in order to defeat the intention of settlors, the object of tlie rule was benignant, namely to give effect to the Intention as far as pos- sible.] 4 Although it be determinable, e. g. by marriage. Curtis v. Price, 12 Ves. 89 {ISOo).— Ed. 5 Harvey v. Ballard, 252 111. 57, 9G N. E. 558, accord. But where both es- tates are equitable the rule applies. Wright v. Pearson, 1 Edw. 139; Jones V. Morgan, 1 Bro. C. C. 20G, ovenniling Bagshaw v. Si)encer, 1 Ves. 142. — Ed. G Moore v. Parker, 4 Mod. 316. — Ed. 7 Papillon V. Voice, 2 P. Wms. 471 (1728) ; Leonard v. Sussex, 2 Vern. 520 (1705); 1 Prest. Estates, 355. See 8 111. Law Rep. 153. Where there is a direction to trustees to convey to A. for life, with a re- mainder to the heirs of A., or a remainder to the heirs of A.'s body, it Is regularly held that thei'e is an executory trust, and that a settlement will 4 Kales Peop. — 8 114 CLASSIFICATION OF FUTURE INTERESTS (Part 1 quently, upon principle, the case of a limitation arising under an ap- pointment of the use ; but authority seems to have established an anom- alous exception in regard to appointments. Again, as the second limi- tation must be a remainder to the heirs, it follows, that, with limitations to sons, children, or other objects, to take, either as individuals or as a class, under what is termed a descriptio personae, as distinguished from a limitation embracing the line of inheritable succession, the rule has no concern whatever. In order to find whether the second limitation is a remainder to the heirs or not, we must resort to the general rules and principles of law. The rule being a maxim of legal policy, conver- sant with things and not with words, applies whenever judicial exposi- tion determines that heirs are described, though informally, under a term correctly descriptive of other objects, but stands excluded when- ever it determines that other objects are described, though informally, under the term "heirs." Thus, even the word "children," aided by the context, or the word "issue," uncontrolled by the context, may have all the force of the word "heirs," and then the rule applies ; while the word "heirs," restrained by the context, may have only the force of the word "children," and then the rule is utterly irrelevant. These are prelimi- nary questions, purely of construction, to be considered without any reference to the rule, and to be solved by, ' exclusively, the ordinary process of interpretation. This point, kept steadily in view, would have prevented infinite confusion. The operation of the rule is twofold : First, it denies to the remain- der the efifect of a gift to the heirs ; secondly, it attributes to the re- mainder the effect of a gift to the ancestor himself. It is, therefore, clear that the rule not only defeats the intention, but substitutes a legal intendment directly opposed to the obvious design of the limitation. A rule which so operates cannot be a rule of construction. As a conse- quence of transferring the benefit of the remainder from the heirs, who are unascertained, to the ancestor, who is ascertained, the inheritance, limited in contingency to tlae heirs, may become vested in the ancestor ; and, as another consequence of the same process, the ancestor's estate of freehold may merge in the inheritance. Thus — 1. If land be limited to A. for life, remainder to his heirs or to the heirs of his body, the pri- mary effect will be to give him an estate of freehold (liable, of course, to merger), with, by force of the rule, a remainder immediate and vest- ed, to himself in fee or in tail (just as if the limitations were to him for life, remainder to him and his heirs, or to him and the heirs of his body) ; and the final result, under the law of merger, will be, by the absorption of the particular freehold in the vested inheritance, to give him an estate in fee tail or an estate in fee simple in possession. But — 2. If land be limited to A. for life, remainder, if A. shall survive B., to his (A.'s) heirs or to the heirs of his body, then, as the remainder is contingent, because made to depend on A.'s surviving B., tlie ancestor (A.) will take, under the rule, not a vested, but a contingent inherit- ance ; (just as if the limitations were to him for life, remainder, if &c., Ch. 7) RULE IN Shelley's case 115 to him and his heirs, or to him and the heirs of his body) ; the rule changing the object, but not the quahty of tlie remainder. Here, as the inheritance cannot vest, the particular estate of freehold will not merge, but A. will remain tenant for life, with an immediate contingent remainder to himself in tail or in fee. This remainder, in the event of his surviving B., will vest in him (A.) ; the estate of freehold will then merge, and he will thus have, as in the previous example, a fee tail or fee simple in possession. So — 3. If land be limited to A. for life, re- mainder to B. for life or in tail, remainder to the heir or heirs of the body of A., then, by reason of the interposition of the estate for life or estate tail of B., the ancestor (A.) has, under the rule, not an im- mediate but only a mediate inheritance (just as if the limitations were to him for life, remainder to B. for life or in tail, remainder to him (A.) and his heirs, or to him and the heirs of his body}, the rule changing the object, but not the position, of the remainder. A., therefore, will be tenant for life, with a mesne vested remainder to himself in tail or in fee, in which remainder, if B.'s interposed estate should determine 'in A.'s lifetime, A.'s life estate will merge, and he will then have, as in the first example, a fee tail or fee simple in possession.^ The obvious deduction from these examples is, that in no case does the rule disturb the particular estate of freehold in the ancestor, which estate is left to the uncontrolled operation of ordinary principles, merg- ing, or not merging, according as the remainder, transferred by the rule from the heirs to tlie ancestor, is absolute or conditional, proxi- mate or remote. The estate of freehold is a circumstance without which tlie rule is dormant ; but the rule, when called into action, ex- erts its force on the remainder alone. Why that circumstance was selected, we can only conjecture. It is affirmed, indeed, that a limita- tion to A. for life, with remainder to his heirs, is in truth the same thing as a limitation to A. and his heirs. In the simple case thus put, the effect, under the rule, aided by the doctrine of merger, is the same, but surely the import is not the same. And how unsatisfactory does this reasoning appear, when it is recollected that the rule equally applies be directed which will prevent the application of the rule in Shelley's Case. Theobald ou Wills (Tth Ed.) 725, 726: Tapillon v. Voice, 2 P. Wms. 471; Parker v. Bolton, 5 L. J. Ch. 98; Duncan v. Bluett, Jr. Rep. 4 Eq. 469; Hawden v. llawden, 23 Beav. 551 ; Stoner v. Curwen, 5 Sim. 2f>4 ; Bastard v. Proby, 2 Cox, 6; Rochfort v. Fitz Maurice, 2 D. & War. 1; Tallmau v. Wood, 26 Wend. (N. Y.) 9; Wood v. Burnham, 6 I'aige (N. Y.) 513; Hanna v. Hawcs. 45 Iowa, 437 ; Saunders v. Edwards, 55 X. C. 134 ; Berry v. Williamson, 11 B. Mou. (Ky.) 245, 258, 261. But see Wicker v. Ray, US 111. 472, 8 N. E. 835.— id. 8 Douglas V. Congreve, 1 Beav. 59 ; Measure v. Gee, 5 Barn. «& Aid. 910 ; Dennett v. Dennett, 43 N. H. 499; Carpenter v. Hubbard, 263 lU. 571, 580, 105 N. E. 688, accord. In the same way, where the life estate is subject to a valid spendthrift trust clause, the rule still operates upon the remainder ; the spendthrift trust being effective to prevent any merger. Wehrhane v. Safe Deposit Co., 89 Md. 179, 42 Atl. 930; Carpenter v. Hubbard, 263 111. 571, 580, 105 N. E. 688. But see Bucklin v. Creighton. 18 R. I. 325, 27 Atl. 221, and Nightingale v. Phil- lir.s 29 R. T. 175. 72 Atl. 220. 226. 116 CLASSIFICATION OF FUTURE INTERESTS (Part 1 where the gift is to A. for hfe, remainder (interposed) to B. for hfe, remainder to the heirs of A ; or to A. pur auter vie, remainder to the heirs of A. ; or, to A. durante viduitate, remainder to the heirs of A. ; or to A. in tail, remainder to the heirs of A. &c.,— cases which need only be mentioned in order to destroy the theory that would form a fee by the union of the two limitations. It is an error, and tlie fruit- ful parent of errors, to affirm that the limitations unite or coalesce un- der the rule, Avhich has discharged its office by simply substituting the ancestor for the heirs in the second limitation. \\'hen the ordinary rules of construction have ascertained the co- existence of a freehold in the ancestor with a remainder to the heirs, the simplest and surest method of applying the rule is to read the sec- ond limitation as a limitation to the ancestor himself and his heirs. This gives at once, and in every possible case, the true result. The ef- fect, universally and constantly, will be the same as if the remainder had been expressly and intentionally limited to the ancestor and his heirs : — reading the words "and his heirs," not (according to the no- tion referred to at the close of the preceding paragraph), as words of limitation of the estate of freehold before expressly limited to him, but as words of limitation of the estate in remainder attributed to him by the rule. ARCHER'S CASE. (Court of Queen's Bench, 1599. 1 Coke, 6Gb.) » See ante, p. 43, for a report of the case. sAccord (on the point that the rule in Shelley's Case did not apply): Wil- lis V. Hiscox, 4 Myl. & Cr. 197 ; Clerk v. Day, Moore. 593 ; Greaves v. Simp- son, 12 W. R. 773,' 10 Jur. 609 ; Bayley v. Morris, 4 Ves. Jr. 788 ; Canedy v. Haskins, 54 Mass. (13 Mete.) 389, 46 Am. Dec. 739; Hamilton v. Weutworth, 58 Me. 101. But where the remainder created by will was to "the next lawful heir" of the life tenant "all the freehold estate forever," the rule in Shelley's Case applied. Fuller v. Chamier, L. R. 2 Eq. 682 (1866). A fortiori, where the remainder is to the heir (in the singular) of the life tenant and there are no superadded words of limitation or other\Aise. the rule in Shellev's Case applies. Richards v. Bergavenny, 2 Vern. 324; Theobald on Wills,' 7th Ed., 422. But where the remainder is limited to the life tenant's heir (in the singu- lar) "for life." the rule in Shelley's Case does not apply. White v. Collins, Com. 2S9 ; Redder v. Hunt, 18 Q. B. D. 565. The principal case is followed so far as it holds that the rule in Shelley's Case applies where there are life estates to several with a remainder to the lieirs of one onlv. Hess v. Lakin, 7 Ohio Dec. 300 ; Kepler v. Reeves, 7 Ohio Dec. (Reprint) 34; Bullard v. Ooffe. 20 Rick. (Mass.) 252; Bails v. Davis, 241 111. 5'56, 89 N. E. 706, 29 L. R. A. (N. S.) 9.37 ; Fearne, C. R. 36, 63, 310. But see Shaw v. Robinson, 42 S. C. 342, 347, 20 S. E. 161. Note. — "When an estate is limited to a husband and wife, and the heirs of their two bodies, the word 'heirs' is a word of limitation, because an estate is given to both the persons, from whose bodies the heirs are to issue. But when it is given to one only and the heirs of two (as to the wife and the heirs of her and A. B.), there the word 'heirs' is a word of purchase. For Ch. 7) RULE IN SHELLEi's CASH 117 PERRIN V. BLAKE. (Court of King's Bench, 17G9. 1 W. Bl. 672.) Action of trespass : special verdict. William Williams, by his last will, after giving portions to his three daughters, disposes of his "temporal estate in manner tollowing: It is my intent and meaning, that none of my children should seU_or cUs- pose of my estate f or lo nger term th an his U fej and, to that intent, I give, devise, and bequeath, all the rest and residue of my estate to my son J ohn William s, and any son my wife may be ensient of at my death, for and' during the term of their natural ]ives_; the remainder to my brother-in-law Isaac Gale and his heirs, for and during the natural lives of my said sons, John Williams and the said infant; the re- mainder_to ^the heirs ofjth e bodies of my said sons. John Willia ms and the said infant lawfully begotten or to be begotten ; the remainder to my daughters for and during the term of their natural lives, equally to be divided between them ; the remainder to my said brother-in-law Isaac Gale during die natural lives of my said daughters respectively; the remainder to the heirs of the bodies of my said daughters equally to be divided between them. And 1 do declare it to be my will and pleasure, that the share or part of any of my said daughters, that shall happen to die, shall immediately vest in the heirs of her body in manner aforesaid." William Williams died 4th February, 1723, leaving issue one son, named John Williams, and three daughters, Bonneta, Hannah, and Anne, and his wife not ensient. John Williams suffered a recovery, and declared the uses to himself and his heirs. no estate tail can be made to one only, and the heirs of the body of that per- son and another. This appears from Lit. § 352, according to the true reading collected from the original editions. The common editions make the estate Cypres, therein mentioned, to be to the widow and. 'les heirs de corps sa baron de luy engendres,' which is not as near as might be to the original es- tate intended if the husband had lived, viz. to the husband and wife and the heirs of their two bodies. But the original edition by Lettou and Macklinia in Littleton's life-time, and the Roan edition, which is the next (both which my Brother Blackstone has), read it thus, 'les heirs de les corps de son baron et luy engendres ;' which is quite consonant to the original estate. And this estate to the widow for life, and the heirs of the body of her husband and herself begotten, Littleton, in the same section, declares not to be an estate tail. The same is held in Dyer, 99, — in Lane and Pannel, 1 Roll. Rep. 438. and in Gossage and Taylor, Styles. 32.5 ; which, from a manuscript of Lord Halo in possession of my Brother Bathurst, appears to have been first deter- mined in Ilil. 1651 ; which accounts for some expressions of Chief Justice Rolle in Style's Case, which was in T. Pasch. 1652. There it was expressly held, that this was a contingent remainder to the heirs of both their bodies. The only difference of these three cases from the present is, that there the wife had an express estate for life, and here not. But upon legal principles the cases are just alike. An estate 'to A. and the heirs of his Iwdy,' is the same as an estate 'to A. for life, remainder to the heirs of his body.' We are therefore all of opinion that this was a contingent remainder to the issue, and not being capable of taking effect at the determination of the particular es- tate, is therefore gone forever." Per Wilmot, C. J., in Frogmorton v. Whar- rey, 2 W. Bl. 728, 731 (1770). See Fearne. C. R. 38 ; 2 Jarm. Wills (4th Ed.) 340-343. 118 CLASSIFICATION OF FUTURE INTERESTS (Part 1 N. B. This was a case from Jamacia, and in fact, instead of a re- covery, the supposed estate tail of John Williams was endeavored to be barred, by a lease and release enrolled, according to the local law of that country. It came on before a committee of the Privy Council, who directed a case to be stated for the opinion of the Court of King's Bench, who refused to receive it in that shape. And therefore, a feign- ed action was brought and the case above stated was by consent re- served at the trial. It was argued in this [Easter] and Trinity Terms ; the question be- ing merely this. Whether John Williams took by this will an estate for life or in tail. And in ]\Iichaelmas Term following it was adjudged by Lord Mansfield, C. J., Aston and WillES, JJ., that he took only an estate for life; Yates, J., contra, that he took an estate tail. But I was not present when the judgment of the court was delivered.^'* JESSON V. WRIGHT. (House of Lords, 1S20. 2 Bligh, 1.) Ejectment ^^ in the King's Bench for land in Stafit'ord. At the trial in March, 1815, before Dallas, J. the jury found a special verdict in substance as follows: In 1773 Ezekiel Persehouse died and devised to "William, one of the sons of my sister Ann WVight, before marriage, all that messuage," &c., being the land in question, "to hold the same premises unto the said Wjlliam, son of my said sister Ann Wright, for and during the term of his natural life, he keeping all the said dwelling-houses and buildings in tenantable repair; and from and after his decease I give and devise all the said dwelling-houses," &c., ' 'unto the heirs of the bo dv of the said William, son of my said si s- ter 'XmTWright^ lawfully issuing ^ in such shares and j)roportions as he the said William shall'' byHeed or will "give, direct, limTt'br ap- poiTITTand for^want of such gift, direction, limitation or appointment, ^r "^ ■ - — ■ _^ 10 This case did not come before tlie court on a special verdict, but upon a demurrer to the replication in a feigned action of trespass. See 1 Doug. 343 note. The opinions of the judges are given in 1 Harg. Coll. Jur. 283, 20(3. A writ of error was brought upon this judgment in the Exchequer Chamber, and was there argued several times, for the last time in May, 1771. On Jan- uary 29, 1772, the judges delivered their opinions. Parker, C. B., Adams, B., Gould, J., Perrott, B., Blackstone and Nares, .7J., were for reversal. De Grey, C. J., and Smyth, B., were for afhrmance. Mr. Justice Blackstone's opinion will be found in Harg. Law Tracts, 4S7. A writ of error was brought to carry the case to the House of Ix)rds, where it was kept pending for several years, but in 1777 it was compromised, with- out a hearing. For the controversy to which this case gave rise, see Fearne, C. R. 155- 173; Fearne's Letter to Lord Mansfield appended to the First Volume of the Fourth Edition of the Treatise on Contingent Kemainders; 3 Campbell, Chief Justices (3d Ed.) 305-312. 11 The statement of the case Is abbrevinted from thnt in the report. Cli. 7) RULE IN Shelley's case 119 then to the heirs of the body of the said William, son of my said sis-_ ter, Ann W nght7ta%vfTrtly issumg, share and~slTare alike, as tenants in conYmon, and'if hlit' o ne child, the "whole to such only child, and for want ot "such issue," then over. William Wright married Mary Jones, by whom he had issue, his eldest son Edward, and several other children. In 1800 he, his wife and his son Edward, suffered a r ecovery . The lessors of the plaintiff were the heirs of Ezekiel Persehouse, and the younger children of William Wright. The Court of King's Bench gave judgment for the plaintiff, and the defendants brought a writ of error in the House of Lords. The principal error assigned was, that the court below, by their judgmen t, had decided that "Wi lliam Wright took only a life-estate under the wiil of 7&:c., with remain der to His childrenfor life ; andl:hat~the re - c overy suffered by W illiamTWngEt, Slary his wife, and Edward \\ right, was a fortei ture ^ of their estate. Whereas the plaintiffs in error contended, that the testator Intended to embrace all the issue of William Wright, which intention could only be effected by giving W^il- liam Wright an estate tail, for which purpose tlie words of the will are fully sufficient." ThjB Law Chancellor [Lord Eldon]. The question to be de- cided in this case is expressed in the words to be found in the errors as- signed, the principal of which is, that the court, by their judgment, have decided "that the said William W^right took only a life estate un- der the said will of the said E. Persehouse, with remainder to his chil- dren for life; and that the recover}^ suffered by the said William Wright, and Mary his wife, and Edward Wright, was a forfeiture of their estate. Whereas, the said R. Jesson, J. Hately, W. Whitehouse, J. Watton, E. Dangerfield the elder, and T. Dangei-field, allege for error, that the testator intended to embrace all the issue of the said William Wright, which intention can only be eft'ected by giving to the said \\'illiam WVight an estate tail, and the words of the will are fully sufficient for that purpose." I will not trouble the House by going through all the cases in which the rule has been established ; that where t> there is a p articular nnd a general intept j the particular is to be sacri- ficed to the general intent. The opinion which I have formed concurs with most, though not with every one, of those cases. A great many certainly, and almost all of them coincide and concur in the establish- ment of that rule. Whether it was wise originally to adopt such a rule might be a matter of discussion ; but it has been acted upon so long that it would be to remove the landmarks of the law, if we should dispute the propriety of applying it to all cases to which it is applica- ble. There is, indeed, no reason why judges should have been anxious to set up a general intent to cut down the particular, when the end of such decision is to give power to the person having the first estate, according to the general and paramount intent to destroy the interest both under the general and the particular intent. However, it is de- 120 CLASSIFICATION OF FUTURE INTERESTS (Part 1 finitively settled as a rule of law that where there is a particular, and a general or paramount intent, the latter shall prevail, and courts are bound to give effect to the paramount intent. This is a short will. The decision in the court below has proceeded upon the notion, that no such paramount intent is to be found in this will. Here, I must remark, how important it is, that, in preparing cases to be laid before the House, great care should be taken not to insert in them more than the words of the record. In page 3 of the printed case delivered on behalf of the plaintiffs in error, are to be found the words "appointee in tail general of the lands, &c., therein- after granted and released of the second part." These words are not to be found in the record. I mention the fact, because, if this is to be quoted as an authority in similar cases, it may mislead those who read and have to decide upon it, if not noticed. According to the words of the will, it is absurd to suppose that the testator could have such intention as the rules of law compel us to ascribe to his will. "I give and devise unto William, one of the sons of my sister Ann Wright before marriage, all that messuage, &c., to hold the said premises unto the said W^illiam, son of my said sister Ann Wright, for and during the term of his natural life, he keeping all the said dwelling-houses and buildings in tenantable repair." If we stop here it is clear that the testator intended to give to William an interest for life only. The next words are, "and from and after his decease, I give and devise all the said dwelling-houses, &c., unto the heirs of the body of the said \\'illiam, son of my said sister Ann Wright, lawfully issuing." If we stop there, notwithstanding he had before given an estate expressly to William for his natural life only, it is clear that, by the effect of these following words, he would be tenant in tail ; and, in order to cut down this estate tail, it is absolutely necessary that a particular in- tent should be found to control and alter it as clear as the general intent here expressed. The words "heirs of the body" will indeed yield, to a clear particular intent, that the estate should be only for life, and that may be from the effect of superadded words, or any ex- pressions showing the particular intent of the testator ; but that must be clearly intelligible, and unequivocal. The will then proceeds, ^lio. su ch sh ares and proportions as he, the said William, shall by deed, &c., appoTnfT' This part of the will makes it necessary again to ad- vert to the extraneous words inserted in the case of the plaintiffs in error, and to caution those who prepare them. "Heirs of the body" mean one person at any given time ; but they comprehend all the pos- terity of the donee in succession : William, therefore, could not strict- ly and technically appoint to heirs of the body. This is the power, and then come the words of limitation over in default of execution of the power; "an d for want of s uch gift, direct ion, limitation, or ap - pointment, then to~ihe heirs of tlieljody of the said W Hli am, son of"n iy said sist er Ann W right, lawf ully issumg, share_ and share alike as tenants in'common." '■ " Ch. 7) RULE IN shellf.y's case 121 It has been p owerfully arg ued (and no case was ever better argued at this bar) that the appointment could not be to all the heirs of the bo d>" in su ccession forever, and, therefore, that it must mean a per- son, or class of persons, to take by purchase ; that the descendants in all time to come could not be tenants in common ; that "heirs of the body," in this part of the will, must mean the same class of persons as the "heirs of the body," among whom he had before given the power to appoint ; and, inasmuch as you here find a child described as an heir of the body, you are therefore to conclude, that heirs of the body mean nothing but children. Against such a construction many difficulties have been raised on the other side, as, for instance, how the children should take, in certain events, as where some of the children should be born and die before others come into being. How is this limitation, in default of appointment in such case, to be con- strued and applied? The defendants in error contend, upon the con- struction of the words in the power, and the limitation in default of appointment, that the words "heirs of the body" mean some particu- lar class of persons within the general description of heirs of the body; and it was further strongly insisted that it must be children, because, in the concluding clause, of the limitation in default of ap- pointment, the whole estate is given to one child, if there should be only one. Their construction is, that the testator gives the estate to ^^'ill^am foj life, an d to the child ren as tenants in jconi mon fo r life._ How they ^ould so take, in many of the cases put on the other side, it is difficult to settle. Children are included undoubtedly in heirs of the body; and if there had been but one child, he would have been heir of the body and his issue would have been heirs of the body ; but, because children ar» included in the words heirs of the body, it does not follow that heirs of the body must mean only children, where you can find upon the will a more general intent comprehending more ob- jects. Then the words, "for want of such issue," which follow, it is said, mean for want of children ; because the word such is referential, and the word child occurs in the limitation immediately preceding. On the other hand, it is argued, that heirs of the body being the gen- eral description of those who are to take, and the words "share and share alike as tenants in common," being words upon which it is dif- ficult to put any reai,onable construction, children would be merely ob- jects included in the description, and so would an only child. The limitation "if but o.ie child, then to such only child," being, as they say, the description of an individual who would be comprehended in the terms heirs of the body; for "want of such issue." they conclude, must mean for want of heirs of the body. H the words children and child are so to be considered as merely within the meaning of the words heirs of the body, which words comprehend them and other objects of the testator's bounty, (and I do not see what right I have to restrict the meaning of the word "issue''), there is an end of the question. I do not go through the cases. That of Doe v. Goff [11 122 CLASSIFICATIOX OF FUTURE INTERESTS (Part 1 East, 668] is difficult to reconcile with this case — I do not say im- possible ; but that case is as difficult to be reconciled with other cases. Upon the whole, I think it is clear that the testator intended that all th'"e issue ofAAHTTam sTioufd faij before tFe "estate sFould go over ac- cordingjto the final limitation. I__am_sorry that such a decisron is necessa ry : becaus e^whe n we th us enforce a paran iouht mtentTon^ we enable th^_£i: ^ taker to de stroy both^the general and particular intent. But it is more important to maintain the rules of law than to provide" against the hardships of particular cases. Lord RedesdalE. There is such a variety of combination ni words, that it has the effect of puzzling those who are to decide upon the construction of wills. It is therefore necessary to establish rules, and important to uphold them, that those who have to advise may be able to give opinio.is on titles with safety. From the variety and nicety of distinction in the cases, it is difficult, for a professional ad- viser, to say what is the estate of a person claiming under a will. It cannot at this day be argued, that, because the testator uses in one part of his will words having a clear meaning in law, and in another part other words inconsistent with the former, that the first words are to be cancelled or overthrown. In Colson v. Colson [2 Atk. 246] it is clear that the testator did not mean to give an estate tail to the parent. If he meant anything by the interposition of trustees to support con- tingent remainders, it was clearly his intent to give the parent an es- tate for life only. It is dangerous, where words have a fixed legal effect, to suffer them to be controlled without some clear expression, or necessary implication. lQ __this case, h js^Rx ^nec^ , t hpt the testator di d not mean ^_u,s£j±i£-:v\x)rds _l^ heirs of th e body." in ihgir ordinary legal sens e, because there are other inconsistent words ; but it only follows that hejwas ignorant o f ~the ettect "~oF~tHe^ one or of the other. All the cases'Hit Doe v. Goff decide that the latter words, unless they contain a clear expression, or a necessary implication of some intent, contrary to the legal import of the former, are to be rejected. That the general intent should overrule the particular, is not the most ac- curate expression of the principle of decision. The rule is, that tech- nical words shall have their legal effect, unless, from subsequent in- consistent words, it is very clear that the testator meant othenvise. In many cases, in all, I believe, except Doe v. Goff, it has been held that the words "tenants in common" do not overrule the legal sense of words of settled meaning. In other cases, a similar power of appoint- ment has been held not to overrule the meaning and effect of similar words. It has been argued, that heirs of the body cannot take as ten- ants in common; but it does not follow that the testator did not in- tend that heirs of the body should take, because they cannot take in the mode prescribed. This only follows, that, having given to heirs of the body, he could not modify that gift in the two different ways which he desired, and the words of modification are to be rejected. Those who decide upon such cases ought not to rely on petty distinc- Ch. 7) RULE IN Shelley's case 123 tions, which only mislead parties, but look to the words used in the will. The words, "for want of such issue," are far from being suffi- cient to overTTTfe-tfre'wof^ "Heirs of th"e~T)odv/^ They have alm ost constantly been construed to mean an indefinite failure of issue, and, of 'themjelygg; have rfrequenTly^eeri held to give an estate tail. In this case the words, "sucH~issue^^annot be construed children, except by referring to the words "heirs of the body," and in referring to those words they show another intent. The defendants in error in- terpret "heirs of the body" to mean children only, and then they say the limitation over is in default of children ; but I see no ground to restrict the words "heirs of the body" to mean children in this will. I think it is necessary, before I conclude, to advert to the case of Doe V. Goff. It seems to be at variance with preceding cases. In several cases cited in the argument, it had been clearly established, that a de- vise to A. for life, with a subsequent limitation to the heirs of his body, created an estate in tail, and that subsequent words, such as those contained in this will, had no operation to prevent the devisee taking an estate tail. In Doe v. Goff there were no subsequent words, except the provision in case such issue should die under twenty-one, introducing the gift over. This seems to me so far from amounting to a declaration that he did not mean heirs of the body, in the tech- nical sense of the words, that I think they peculiarly show that he did so mean — they would, otherwise, be wholly insensible. If they did not take an estate tail, it was perfectly immaterial whether they died before or after twenty-one. They seem to indicate the testator's conception, that, at twenty-one, the children would have the power of alienation. It is impossible to decide this case without holding that Doe V. Goff is not law. I n this case, even admittjn g it to be the general in ten t of the te s- tator, to give to William an estate onlv for life, the remainders to th e cl iiTdren might as ea sily be defeated, because William might, by agree- ment with the heir, have destroye d~their estates before they arose. Suppose he had had a child who died, and then Tie had committed a forfeiture, the devisee over would have entered and enjoyed the es- tate. Suppose he had several children, and some had died, and some had been living, the proportions would have been changed, and after- born children would not have come in to take the shares of those who were dead. These are absurdities arising out of the construction pro- posed. If the testator had considered the effect of the words he used, and the rule of law operating upon them, he probably would have used none of the words in the will. Judgment reversed. ^^ 12 " The doctrine that the general intent must overrule the p{irtiVn1nr in - te nt has been much, and we conceive Justly, objected to of late ; as being, as a general proposition, incoi-rect and vague, and likely to lead in its applica- tion to erroneous results. In its origin, it was merely descriptive of the op- eration of the rule in Shelley's Case ; and it has since been laid down in 124 CLASSIFICATION OF FUTURE INTERESTS (Part 1 JORDAN V. ADAMvS. (Exchequer Chamber, 1861. 9 C. B. [N. S.] 4S3.) Chanxell, B.^3 The question is what estate William Jordan took under the fifth head of devise in the will of John Jordan set out in the case. The testator by his will devised the lands in dispute to trustees. By the fifth head of his will he directed and appointed the trustees to stand seised thereof, t o permit the said Wil li am Jordan to occupy the same or receive the rents and profits thereoT f or his own use duri ng hi s natural life, and. after his decease, then to permit and sutterlhF heir s male of the body of the said William Jor dan,to occupy the same or receive the rents and profits thereof for their several natural live s in succession according to their respe ctive s eniori ties, orj n such parts aiifd prop orti ons; "manner and^orm,~"and amongst ther nTas'^the" said William Jordan their father, should directTTimit, oF~appoint; and, in others, where technical words of limitation have been used, and other words, showing the' intention of the testator, that the objects of his bounty should talie in a different way from that which the law allows, have been rejected; but in the latter cases, the more correct mode of stating the rule of construc- tion is. that technical words, or words of known legal import, must have their legal effect, even though the testator uses inconsistent words, unless those in- consistent words are of such a nature as to malie it perfectly clear that the testator did ncft mean to use the technical words in their proper sense ; and so it is said by Lord Redesdale in Jesson v. Wright. This doctrine of gen- eral and particular intent ought to be carried no further than this; and thus explained, it should be applied to this and all other wills. Another undoubted rule of construction is, that every part of that which the testator meant by the words he has used, should be carried into effect as far as the law will permit, but no further; and that no part should be rejected, except what the law makes it necessary to reject." Per Lord Denman, C. J., in Doe d. Gal- lini V. Gallini, 5 B. & Ad. 621. 640 (1S33). "Another rule of construction has been referred to by several of the Irish as well as by some of the English judges, viz., that the general intentio n of the testator' was to prevail over the pa rticular iutentio' iu This doctrine, which commenced, I believe, with Lord Chief Justice Wilmot, and has pre- vailed a long time, had, I thought, notwithstanding the use of those terms by Lord Eldon in the leading case of Jesson v. Wright, been put an end to by Lord Kedesdale"s opinion in the same case, and by the powerful arguments against its adoption in Mr. Hayes's Principles, by Mr. Jarniau in his excellent work on V/ills, and by the judgment of the court delivered by Lord Denman in Doe v. Gallini, in which the opinion of Lord Kedesdale is approved and adopted. And, certainly, if_ accurac-v of exp ression i s importan t, tlie use of thos e ter ms ha d better he dis c ontinued, though if qualified and understood as explained iii the last-mentlOlled case and in the opinion of some of the judges — Mr. Baron Watson, for example — it can make no difference in the result. Lord Redesdale says 'that the general intent shall overrule the par- ticular is not the most accurate expression of. the principle of decision. The rule is that technical words shall have their legal effect, unless from other words it is verv clear that the testator meant otherwise.' " Per Lord Wens- leydale, in Kod'd y v Fitzgera ld, 6 U. L. C. 82;^, 877 (18.3S). See also llayes, Principles, 44, 106 ; 2 Jarm. Wills (4th ed.) 484 et seq. But the notion that the Rule in Shelley's Case has for its object to carry out the "general intention," is very hard to kill. See Bowen v. Lewis, 9 Ap. Cas. 890, 907 (1884). 13 The opinions only are given. Ch. 7) RULE IN Shelley's case 125 de fault of such issue male of the said William Jordan, then upon trust to and for the use ot liis brother, Richard Jor dan, an d liis-iieirg_ male , in such parts, sTiares^ and proportiolTs, manner and forin as the said Richard Jordan shoutd^appomt, charged, in case the said Richard Jordan or his^lieirs" sTfdu!d~T)ecome seised thereof, with the sum of i2,0C0 in favor of the daughters, if any, of the said W'ilHam Jordan. Subject to the performance of the trusts the testator limited and ap- pointed the estates to the right heirs of Robert Jordan, forever. The Court of Common Pleas decided that William Jordan took under the will an es tate fof"tiTe ! W^tlTthe greatest respect tofThFjudgmerTT' of that coui%I am of opinion that W'illiam Jor dan took an estate in tail male ; and that the decision appealed against ought to be rever?5Ti7 I'agreFTn the opinion expressed by my Brother Williams in the judg- ment of the court below, as reported in the 6th Common Bench Reports, N. S. p. 765, that, but for the use ^of the \vords "their fathet^" in the power of appointment, an estate in fee 'would pass by the gift to the heirs male of the body of William Jordan. This consequence seems to me to follow from our giving to the words "heirs male of the body" their legal import, and from the intention apparently expressed in the will that the estate should go over to Richard Jordan and his heirs male, upon failure of the issue male of William Jordan, and not until such failure. But I am unable to concur with my Brother Williams in the conclusion at which — nof, I tliink, without great doubt and hesita- tion — he ultimately arrived, that the words "their father" demonstrat- ed that the words "heirs male of the body" meant "sons," or that the words "heir of the body" could be controlled by the words "their fa- ther," in the power of appointment, as interpreting words, showing in what sense the words "heirs male of the body" had been used by the testator. The authorities cited on the argument before us are the same as those which were cited in the Court of Common Pleas, with the excep- tion of Roddy v. Fitzgerald, decided by the House of Lords (6 House of Lords Cases, 823). All these authorities, excepting the last, are, I believe, collected in Jarman on Wills, 2d edit., by Wolstenholme and Vincent, vol. 2, pages 267 and 299 and following pages, ch. Z7 , partic- ularly in s. 3. I do not profess to reconcile all the authorities. I think it unnecessary to go through them in detail. But I may observe that the case of White v. Collins, Com. 289, much relied on by the Court of Common Pleas as an express authority, does not appear to me to be so. The devise there was, to one for life, and, after his decease, to the heir male (in the singular), not "heirs," in the plural. There are other cases in which the word used was "heir," and not "heirs." This dis- tinction is not, I think, immaterial. The word "heir" may be under- stood as pointing to an individual, whereas the word "heirs" points to a class. The leading cases appear to me to be Jesson v. Wright, 2 Bligh, L and Roddy v. Fitzgerald, 6 House of Lords Cases, 823. 126 CLASSIFICATION OF FUTURE INTERESTS (Part 1 The rule in Jesson v. Wright, as I understand it, is, that technical words shall have their legal effect, unless from subsequent inconsistent words it is very clear that the testator meant otherwise. Roddy v. Fitzgerald upholds and explains the former case of Jesson v. Wright. These decisions appear to me to give the rule of construction which we must apply to the present case. In Roddy v. Fitzgerald the opinions of the judges, both in Ireland and in England, were reviewed by the House of Lords. In their opinions the judges were nearly equally di- vided ; indeed, but for a circumstance noticed by Lord Chancellor Cran- worth in the report of the case, the opinions of the judges would have been equally divided. In unison with the opinions expressed by a minority of the judges, I humbly submitted that the words "issue" in Roddy V. Fitzgerald, — words more flexible than "heirs of the body," — had been in that case by the whole context of the will explained and interpreted by the testator himself to mean "children." The House of Lords unanimously rejected this construction, and held that the words "issue" there used must have their ordinary legal import and eft'ect. This case of Roddy v. Fitzgerald is treated by the Court of Common Pleas as deciding that words that would create an estate tail are to have that effect, unless a judicial mind sees with reasonable certainty from other parts of the will tliat the testator's intention was that those words should not operate as words of limitation of the inheritance, but should be words of purchase, creating an estate in remainder in the persons coming within the designation of heirs male of the body, and within the further description contained in the will. This is no doubt so. But if, by reference to the words "their father," in the power of appointment in the will in question, the words "heirs of the body" are explained to be, and are to be read as, sons (the only ground on which, as it appears to me, the decision of the Court of Common Pleas can be supported), then it would seem to me to follow, that, if William Jordan had died having had an only son who had died in his lifetime, but had left a son who survived his grandfather, such grandson would take nothing under the will. I cannot suppose this to have been the testator's intention ; and I am therefore unable to adopt the argument that the testator has interpreted the words "heirs of the body" as meaning "sons." In determining whether the legal import of the words "heirs of the body" is to be cut down, we must not surmise, but must see very clear- ly that the alleged interpreting words do cut down other words which carry with them a recognized legal meaning. Consistently with Roddy v. Fitzgerald, I cannot hold, either from the power of appointment or the general context of the will, that such was in the present case the intention of the testator. I am of opinion that the judgment of the Court of Common Pleas ought to be reversed. Martin, B. This is an appeal from the judgment of the Court of Common Pleas : and the question is, whether, upon the construction of Ch. 7) RULE IN Shelley's case 127 a devise in the will of John Jordan, dated the 8th of May. 1825, Wil- liam Jordan took an estate in tail male. The substance of the devise is as follows : "As to certain land (describing it), I direct my trustees to stand seised thereof, and permit William Jordan to occupy the same or receive the rents and profits thereof for his own use during his natural life ; and, after his decease, then to permit and suffer the heirs male of his body to occupy the same or receive the rents and profits thereof for their several natural lives in succession according to their respective seniorities, or in such parts and proportions, manner and form, and amongst them, as the said William Jordan, their father, should by deed or will, duly executed, direct, limit, or appoint ; and, in default of such issue male of tlie said William Jordan, then upon trust to and for the use of Richard Jordan and his heirs male, in such parts and propor- tions, manner and form, as he should by deed or will direct or appoint, but charged with the sum of £2,000 for the daughters (if any) of the said William Jordan; and after the performance of the said trusts, and subject thereto, that the said trustees should stand seised of the said lands to and for the use of the right heirs of Robert Jordan, for- ever." The Court of Common Pleas were of opinion that William Jordan took an estate for life only. All agree that the true rules of construction are laid down in Jesson v. Wright, 2 Bligh, 1, and Roddy V. Fitzgerald, 6 House of Lords Cases, 823. I f the devise ha d not con- tained the powers of appoin tment, I a g2rehen(i_there would"~have~been no^Joubt BuFlHatlt w(5ul3 have giA^en^ajn^estate^uTi^^ JorcTarf.^ IFwo ulcTliave been a'devise to him for life, and, after his his body, to occupy the same or take the death, to the heirs_mal rerfts and~pfoHts'for their sever al natural live sj n succession, accor ding to their respect ive seniori ties, and, in default of such issue male, to RicHar3~"jor3an7 This would express the intention of the testator that William Jordan should have the land for his life, and that, after his death, his male heirs as a class, that is, in succession according to their respective seniorities, should have it. It is true it wa sjii^ s int en- tion tliat they should have it for their lives only, and w itlfno greater pdweF over it th an tenant s for life have : but this the law doe snot per- mit ; and it seems to me nothing more than the expression of a n inten- tiofT v^hicH" by la^^a nnot be effected. Applyuig tlie rule in Shelley's Case, 1 Co. Rep. 93 a, which is a technical rule of law, and the doc- trine of Jesson v. Wright and Roddy v. Fitzgerald, by construction of law the estate of William Jordan would be an estate in tail male. I think it impossible to express more clearly than these words do the original estate tail contemplated by the Statute de Donis, viz. an es- tate for life in the donee, and a_ser ies of life-estates continui ng so long as there w-ere he irs of the b ody_of_the donee, they taking in succession in~flie~ordeirand*accordingto theriile ot lineal ce. This is whaTan estate tail in substance was. until the courts of law converted it for all practical purposes into an estate in fee simple. 128 CLASSIFICATION OF FUTURE INTERESTS (Part 1 The judgment of the Common Pleas is, that WiUiam Jordan took an estate for life, and that the words "heirs male of his body" meant "sons ;" so that, if he had died having had an only son, who had died in his father's lifetime, leaving a son who survived' his grandfather, this grandson would take nothing under the devise. Is this correct either in construction of law or as the true expression of the will of the testator? The cases of Jesson v. Wright and Roddy v. Fitzgerald are authorities that the words "heirs of the body'' have not only a plain natural meaning, but are also words of known legal import, and prima facie denote and mean the whole of the descendants or issue as a class, and are to be read and understood in this their natural and legal sense, unless it be clear that the testator intended to use them in a different sense. Lord Wensleydale's expression in Roddy v. Fitzgerald is, "unless a judicial mind sees with reasonable certainty from other parts of the will an opposite intention." I agree with Mr. Justice Williams that the only other parts of this will to show the opposite intention are the words "their father," in the power of appointment. The testator certainly wished that the heirs of his body should take life-estates. This is what nine tenths — proba- bly ten tenths — of testators who make entails wish ; but there is noth- ing in the expression of it to show that he desired that the grandchil- dren or more remote descendants of William should not take at all. If the words had been "the father," or "the ancestor," I apprehend they could not have had the effect of altering the legal import of the words "heirs male of the body." And, in my opinion, that which the testator has expressed, and in all probability meant and intended, was, that William Jordan should have a power to appoint amongst his sons, but not that the estate or estates previously given to the heirs male of his body should be altered or affected otherwise or beyond the al- teration effected by the exercise of the power. It appears to me that the use of the words "in default of such is- sue," and not "in default of such sons," strongly confirms this view. Had the words used been "in default of issue," I should have thought it conclusive. Suppose that William Jordan were dead, and the liti- gant parties were his grandson and Richard Jordan, — can it be said that a judicial mind would clearly see from the language of the will that the testator meant Richard to take, and not the grandson? I think not ; and, to decide against the grandson, the law requires that this must be made out, and that clearly. The result is, to say the very least, that I do not think there is sufficient in the will to justify the alteration or cutting down of the words "heirs male of the body," which are words having a plain, clear, natural meaning, and are also technical words of a known legal import and meaning, into "sons." I cannot bring my mind to the conclusion that the testator has ex- pressed his will to be that Richard Jordan should take in exclusion of William's grandchild. Ch. 7) RULE IN Shelley's case 129 If there were any decision upon the point, I would readily yield ; but none has been cited before us. It is said in the judgment of the Common Pleas that the case of White v. Collins, 1 Comyns, 2r, 5 Gray (Mass.) 523; Man- chester V. Durfee. 5 K. L 549; Ex parte INIcP.ee, 03 N. C. 332; Clark v. Neves, 76 S. C. 4,S4, 57 S. E. 614, 12 L. R. A. (N. S.) 298; Carroll v. Burns, 108 Pa. 386 ; Kepler v. Larson, 131 Iowa, 438, 108 N. W. 1033, 7 L. K. A. (N. S.) 1109. Ch. 7) RULE IN Shelley's case 137 ever borri to Sarah. Defendant Vangieson is tenant of his codefend- ants. Pl aintiff claims tit le under an e xecution sale on a judgment agains t d efendants Iloppin and Garland . Judgment was rendered in 1874; execution was levied and sale was had in 1875 ; and deed thereon was made in 1877. Ever smce territorial days there has been a provision in Illinois (111. St. An. c. 28, § 1) that the common law of England and the gen- eral acts of Parliament in aid thereof, prior to 1606, shall be in force until repealed by legislative authority. Since 1819 for descent by pri- mogeniture has been substituted descent to surviving children and de- scendants in equal parts, descendants of a deceased child taking the child's share in equal parts. 111. St. An. c. 39, § 1. The statute de donis (a part of the English law adopted by Illinois), by which a con- ditional fee was converted into a fee tail, has been barred since 1827 from taking effect, and what wo uld_be ^ fee tail under the EnglTsIflaw has been cbajT gpd to a life estate in the donee and__a_ rema inder in fee si mple t o tlie nex t taker. 111. St. An. c. 30. § 6. If jjy^he j-'assett deed "the heirs of the body of Sarah" took a con- ti ngent re mainder, plaintiff' does not deny that the e xecution sale wa s ine ft'ective to pass anv mterest ni the land . Baker v. Copenbarger, 15 III. 103, 58 Am. Dec. 600; Haward v. Peavey, 128 111. 430, 21 N. E. 503, 15 Am. St. Rep. 120; Ducker v. Burnham, 146 111. 9, 34 N. E. 558, 37 Am. St. Rep. 135; Hull v. Ensinger, 257 111. 160, 100 N. E. 513. So the question is : What estate or estates were created by the Fas- sett deed in 1862 under the common law as modified in the two par- ticulars named? yEtna Life Ins. Co. v. Hoppin, 249 111. 406, 94 N. E. 669. is an exact precedent. That was an ejectment case between these parties, involv- ing the same Fassett deed and the same execution sale. Plaintiff' pre- vailed in the trial court. On appeal the judgment was reversed and the cause remanded for retrial. Thereupon plaintiff dismissed, and on appeal its right to do so was upheld. 255 111. 115, 99 N. E. 375. Though the decision has no force as an adjudication, it is, what cited authorities rarely are, a case squarely in point on the very language presented to us for construction. Exercising an undoubted right, plaintiff asks us to say whether that case was correctly decided. Shelley's Case has no application, and therefore section 6 of chapter 30 IS to be dis regarde d, in a deed to A. and his heirs, or heirs of his body, ihe w^ord ' heirs" is descriptive of the quality of estate given to A. "Heirs," in the absence of a contrary definition clearly furnished by the donor, intends an unending line of succession by inheritance. Though A. has a fee simple or fee tail, his capacity to enjoy the es- tate, if not alienated, is coterminous with his life. So, when a convey- ance to A. for his use during life and then to his heirs or heirs of his body came up for construction, it was held in Shelley's Case that the word "heirs" was a word of limitation, descriptive of A.'s estate, and 138 CLASSIFICATION OF FUTURE INTERESTS (Part 1 not a word of purchase, descriptive of grantees in remainder; that the donor either actually intended A. to have an estate in fee, or, if his in- tent was that A. should take only a life estate, his failure to supply a new lexicography for "heirs" left his wish as one impossible of gratifi- cation, namely, that the law should not be enforced. In the present deed, however, the context displays the sense in which the grantor used the words "heirs of the body of Sarah." Th ^ context is "Sarah for lif e^ then the heirs of her body, their heirs and assigns." He did not inteiidthatJSiara^should have a fee~slmple, foTTEere is no limitation to liTr^ne^rnllieTrsriiLJinen ding sUCcessj on. He did noi intend that she should have a fee t ail, for the words o Tlimitation jre not restricted mereW jn the stream of her blood so long as it shall co ntinue. He in- tended, what he plainly said, that Sarah should have only a life estate ; and since, therefore, the heirs of the body of Sarah were not to take from her by descent, he intended that they should take by purchase; and since the description of the purchasers is followed by the words of limitation "their heirs and assigns," he intended that those purchasers should take the remainder in fee simple. Such we believe is the natu- ral reading of the deed, and such an interpretation is likewise required by the rule in Archer's Case, 1 Co. 66b, decided in 1597, when read wnth primogeniture in mind. There the devise was to Robert Archer for life, and "afterwards to the next heir male of Robert, and to the heirs male of the body of such next heir male." H the devise had been to Robert for life, and then to his next heir male, the word "heir" could have been construed in a col- lective sense to denote an indefinite succession through Robert's blood in the male line, and so under Shelley's Case an estate in fee tail would have been created. But the added words, "and to the heirs male of the body of such next heir male," required attention to be given to the facts that the drafter of the instrument was using the plural form "heirs" when he intended an indefinite succession by inheritance; that the indefinite succession was to spring, not from Robert, but from the next heir male of Robert ; and that the singular form, "next heir male of Robert," therefore, could not properly be taken as nomen collecti- vum, but was a description of that person w^ho by primogeniture could at Robert's death answer as his next heir male. Consequently the holding was that the next heir male of Robert took by purchase and constituted a new stock of descent. Robert's next heir male became the first holder of a fee tail. If the added words of limitation had been to the general heirs of such next heir male, so that the next heir male as purchaser would have acquired a fee simple, as is the wording here, there would have been even less room for contending that Robert Ar- cher was given a fee tail. Under the English law of primogeniture no ancestor could leave sur- viving him more than one heir. If he left sons, the eldest was his heir. If daughters only, they took as one heir as coparceners. So a deed to A. for life and then to the heir of his body might have different mean- Ch. 7) RULE IN Shelley's case ' 139 ings. If there was no context, it was considered that the singular form was used collectively to indicate indefinite succession, and Shelley's Case applied. But a context might show that the singular form was employed to describe the person who by survival would become the heir of A.'s body, and that such heir should constitute a new stock of descent. But a deed to A. for life and then to the heirs of his body contained no ambiguity under English law. "Heirs" could not be tak- en as descriptive of the one person; it could only mean the indefinite succession from generation to generation. Therefore, in a deed to A. for life and then to the heirs of his body, their heirs and assigns, the added words were ineffectual to obviate the rule in Shelley's Case. "Heirs of the body," being usable only to create an estate in tail, could not be descriptive of coexistent persons who on the death of the donee for life could then answer as the heirs of his body, and whose estate would be defined by the added words "their heirs and assigns" as a re- mainder in fee simple. The application of the rule in Shelley's Case to this last supposed deed (Wright v. Pearson, 1 Ed. 119, Measure v. Gee, 5 B. & Aid. 910) is entirely consistent with the rule in Archer's Case where primogeniture prevails. Bayley v. Morris, 4 Ves. Jr. 788 ; Ev- ans V. Evans [1892] 2 Ch. 173. But in Illinois, and in this countr y generally, where the surviving chil dren as tenants m common stand f or the survivmg eldest son, "heirs" ma y have difi^erent meanm gs, just as under English law the smgular t orm^heir" might have different me an- ing?! If th^re~is no context, "heirs" must be held to indicate the iiv - deHnite siiccession by iiilieiiLciiiCe,"~and bhelley's Case a pplies. But a context nra i dLmun ?tfa te that ''heirs ' was a description of purcha sers whoshould constitute a new stock of descent. .Etna Life ins. Co. v. Hoppm, Z4y ill. 406. 94 X. E. bOV, where Archer's Case was relied on. And see, also, De \'aughn v. Hutchinson, 165 U. S. 566. 17 Sup. Ct. 461, 41 L. Ed. 827; De Vaughn v. De Vaughn, 3 App. D. C. 50; Daniel V. Whartenbv, 17 Wall. 639, 21 L. Ed. 661 ; Dott v. \\'illson, 1 Bav (S. C.) 457; Lemacks v. Glover, 1 Rich. Eq. (S. C.) 141 ; Mclntyre v.'^Ic- Intyre, 16 S. C. 290; Jarvis v. Wyatt, 11 N. C. 227; Tucker v. Adams, 14 Ga. 548 ; Taylor v. Clearv, 29 Grat. (Va.) 448 ; Peer v. Hennion, 77 N. T. Law, 693, 76 Atl. 1084, 29 L. R. A. (N. S.) 945 ; Eanihart v. Earnhart, 127 Ind. 397, 26 N. E. 895. 22 Am. St. Rep. 652 ; Wescott v. Meeker, 144 Iowa, 311, 122 X. W. 964. 29 L. R. A. (X. S.) 947; Ar- cher V. Brockschmidt, 5 Ohio X. P. 349; Hamilton v. Wentworth, 58 Me. 101 ; Canedy v. Haskins, 54 Mass. (13 Mete.) 389, 46 Am. Dec. 739; Findlay v. Riddle, 3 Bin. (Pa.) 139, 5 Am. Dec. 355. Did the purchasers who were described as the "heirs of the body of Sarah" take a vested or a contingent remainder? A remainder is vested when throughout its existence it stands ready to take effect in possession whenever and however the preceding estate determines. A remainder is contingent when it is limited on an event which may happen before or after, or at the time of or after the termi- nation of the particular estate. WiUiams, Real Prop. (21st Ed.) 356- 140 CLASSIFICATION OF FUTURE INTERESTS (Part 1 358; Gray. Rule against Perp. § 134; Williams, Real Prop. (21st Ed.) 345 ; Gray, Rule against Perpetuities, § 101 ; Fearne, C. R. p. 3 ; But- ler's Note to Fearne, C. R. p. 9; Challis, Real Prop. (3d Ed.) pp. 125- 126; Leake, Digest of Land Law (2d Ed.) p. 233; Archer's Case, 1 Co. 66b; Bayley v. Morris, 4 Ves. Jr. 788; Plunket v. Holmes, 1 Lev. 11 ; Loddington v. Kime, 1 Salk. 224; Purefoy v. Rogers, 2 Saund. 380; Egerton v. Massey, 3 C. B. N. S. 338; Festing v. Allen, 12 M. & W. 279; Rhodes v. Whitehead, 2 Dr. & Sm. 532; White v. Summers, (1908) 2 Ch. 256; Doe v. Scudamore, 2 B. & P. 289; Price v. Hall, L. R. 5 Eq. 399 ; Cunlifife v. Brancker, 3 Ch. Div. 393 ; City of Peoria v. Darst, 101 111. 609; Haward v. Peavey, 128 111. 430, 21 N. E. 503, 15 Am. St. Rep. 120; Walton v. Follansbee, 131 111. 147, 23 N. E. 332; Alittel V. Karl, 133 111. 65, 24 N. E. 553, 8 L. R. A. 655; Temple v. Scott, 143 111. 290, 32 N. E. 366; Chapin v. Crow, 147 111. 219, 35 N. E. 536, Z7 Am. St. Rep. 213; McCampbell v. ^lason, 151 111. 500, 38 N. E. 672; Phayer v. Kennedy, 169 111. 360, 48 N. E. 828; Madison v. Larmon, 170 111. 65, 48 N. E. 556, 62 Am. St. Rep. 356; Golladay v. Knock, 235 111. 412, 85 N. E. 649, 126 Am. St. Rep. 224; Bond v. Moore, 236 111. 576, 86 N. E. 386, 19 L. R. A. (N. S.) 540; ^tna Life Ins. Co. V. Hoppin, 249 111. 406, 94 N. E. 669; Irvine v. Newlin, 63 Miss. 192; Bennett v. Morris, 5 Rawle (Pa.) 9; Stump v. Findlay, 2 Rawle (Pa.) 168, 19 Am. Dec. 632; Waddell v. Rattew, 5 Rawle (Pa.) 231 ; Redfern v. Middleton, Rice (S. C.) 459; Craig v. Warner, 5 Mack- ey (16 D. C.) 460, 60 Am. Rep. 381 ; McElwee v. Wheeler, 10 S. C. (Rich.) 392; Fabsr v. Police, 10 S. C. (Rich.) 376; Watson v. Dodd, 68 X. C. 528; Watson v. Dodd, 72 N. C. 240; Abbott v. Jenkins, 10 Serg. & R. (Pa.) 296; Taylor v. Taylor, 118 Iowa, 407, 92 N. W. 71 ; Young v. Young, 89 Va. 675, 17 S. E. 470, 23 L. R. A. 642; Nichols v. Guth- rie, 109 Tenn. 535, 73 S. W. 107 ; Henderson v. Hill, 77 Tenn. (9 Lea) 26; Roundtree v. Roundtree, 26 S. C. 450, 471, 2 S. E. 474; Blanchard v. Brooks, 12 Pick. (Mass.) 47. T he remainder given to the "heirs af fhe bndy of Snrah" is nnt vest- ed, because it does not stand ready throughout its existence to take ef- fect" in possession whenever and however the preceding esl-ate dete r- miiiesl It betore Sarah's death the life estate should terminate by for- f'^ifure^or merger or surrender, the remainder would not stand ready, according to its terms, to come into possession. The remainder is con- tingent because it is limited on an event (the death of Sarah, when the he frs oTlTer body can be ascertained) which may not hapnen until nffer the termination of the life estate, while i t may be coincident with th e termtrrat ion of the life esia i g : There is no escape from holding that the remainder is contingent, ex- cept by construing "heirs of the body of Sarah'' as meaning her chil- dren living at the date of the deed and those subsequently born, instead of denoting such children and descendants as should survive her. But in our judgment this cannot be done. When it is found that Shelley's Case does not apply, and that the words "heirs of the body" are de- Ch. 7) RULE IN Shelley's case 141 scriptio personarum of remaindermen who are given an estate in fee simple, the question whether the remainder, which is inevitably contin- gent according to the legal definition and the tnaxim that no one can be heir of the living, can be treated as a vested remainder in children alive or as born, must be determined by observing w'hether or not a definition contrary to the legal one has been furnished by the donor. In Archer's Case no extra legal definition was supplied, and the remainder was held to be, not a remainder that vested in Robert's eldest son when born, but a remainder that was contingent upon a person's surviving Robert who could then answer to the legal description. When the parties to the present controversy were before the Supreme Court of Illinois, that tribunal, after finding that Shelley's Case was inapplicable, ruled that: "There is no ground whatever in this case for saying that the words 'heirs of the body' were intended to have any other than their ordinary definite legal meaning, for there are no words in the deed which in any way qualify them." This accords with the general holdings that in the absence of a spe- cial context there is nothing to do but accept the legal definition. Bay- ley V. Morris, 4 Ves. Jr. 788; Canedy v. Haskins, 54 Mass. (13 Mete.) 389, 46 Am. Dec. 739; Hamilton v. Wentworth, 58 Me. 101 ; Frogmor- ton V. Wharrey, 2 Wm. Black Rep. 728; :\Iudge v. Hammill, 21 R. I. 283, 43 Atl. 544, 79 Am. St. Rep. 802 ; Harvey v. Ballard, 252 111. 57, 96 N. E. 558; Thurston v. Thurston, 6 R. I. 296, 300; Mercer v. Safe Deposit Co., 91 Md. 102, 117, 45 Atl. 865; Kirby v. Brownlee, 7 O. C. D. 460, 463 ; Hanna v. Hawes, 45 Iowa, 437, 440 ; Zuver v. Lyons, 40 Iowa, 513; Crosby v. Davis, 2 Clark (Pa.) 403; Wood v. Burnham, 6 Paige (N. Y.) 513; Tallman v. Wood, 26 Wend. (N. Y.) 9; Jarvis v. ^^'yatt, 11 N. C. 227; Lemacks v. Glover, 1 Rich. Eq. (S. C.) 141; Tucker v. Adams, 14 Ga. 548; Sharman v. Jackson, 30 Ga. 224; Smith V. Butcher, L. R. 10 Ch. Div. 113; Lord v. Comstock,-240 111. 492, 88 N. E. 1012; Jones v. Rees, 6 Pennewill (Del.) 504, 69 Atl. 785, 16 L. R. A. (N. S.) 734; Johnson v. Jacob, 74 Ky. (11 Bush) 646; Hall v. La France Fire Engine Co., 158 N. Y. 570, 53 N. E. 513 ; Putnam v. Glea- son, 99 :\Iass. 454; Richardson v. Wheatland, 48 Mass. (7 Mete.) 169; Read v. Fogg. 60 Me. 479; Williamson v. Williamson, 57 Ky. (18 B. Mon.) 329; Fulton v. Harman, 44 Md. 251, 264; Horslev v. Hilburn. 4+ Ark. 458; In re Estate of Kelso, 69 Vt. 272, 37 Atl. 747; In re ^^■elrs Estate, 69 Vt. 388, 3S Atl. 83; Hall v. Leonard, 1 Pick. (Mass.) 27; ]\Iorris v. Stephens, 46 Pa. 200; Winslow v. Winslow, 52 Ind. 8. I n the case s cited by plaintifif to supp ort the contention that "h eirs of the body"' snould be consirued to mean~"children alive or as born" there was either a special context or whe n the question of rights ar ose the" "children" were in fact survivo rs answeri ng_ to the d^scri[)tion of heirs of the body. Doe v. Laming, 2 Burr. 1100; Doe v. Graft', 11 E^st, 66S; Gretton v. Haward, 6 Taunt. 94; Crump v. Norwood, 7 Taunt. 362 ; Right v. Creber, 5 B. & C. 866; De Vaughn v. Hutchinson, 165 U. S. 566, 17 Sup. Ct. 461, 41 L. Ed. 827. 142 CLASSIFICATION OF FUTURE INTERESTS (Part 1 We therefore conclude that the Supreme Court of Illinois, when considering the deed now in question, correctly determined and ap- plied the Illinois law as it stood in 1862 ; that is, the common law of England and the general acts of Parliament in aid thereof, prior to 1606, as modified by the Illinois statute of descent. Plaintiff, citing no Illinois cases prior to 1862, insists that the Illinois decision between these parties is opposed to Butler v. Huestis, 68 111. 594, 18 Am. Rep. 589, decided in 1873, and has been virtually overrul- ed by Moore v. Reddel, 259 111. 36, 102 N. E. 257, decided in June, 1913. Tho ugh there were no apposite Illinois d ecisions before 1862, the law of Illin ois, a^c oinmon-law siateTis to be re^rded as settled in 1862 in accordance wiTh the settlM comi-hon law". Hardin v. Jordan, 140 TJ. SrSTT, 11 Sup. Ct. 8087838, 35 E. Ed. 428. If this Fassett deed in 1862 conferred upon defendants a contingent remainder in fee simple under the law then in force, that right in real estate could not be im- paired or destroyed by subsequent legislation or subsequent decision. Moore v. Reddel, if it does conflict with ^tna Life Ins. Co. v. Hop- pin, can be allowed no effect. On this writ the question is whether the trial court committed error in looking to the evidences of the Illinois law in force in 1862. Error cannot be predicated on the trial court's failure to foresee that the Supreme Court of Illinois would not merely overturn a rule of property as declared shortly before by the same judges, but would undertake to abrogate. the common law — a right re- served by chapter 28, § 1, exclusively to the Legislature. Morgan v. Curtenius, 20 How. 1, 51 L. Ed. 823; Burgess v. Seligman, 107 U. S. 20, 2 Sup. Ct. 10, 27 L. Ed. 359; Security Trust Co. v. Black River National Bank, 187 U. S. 211, 23 Sup. Ct. 52, 47 L. Ed. 147; Western Union Tel. Co. v. Poe (C. C.) 64 Fed. 9; King v. Dundee (C. C.) 28 Fed. 33. This case is at an end, but it may perhaps be not unfitting to say that we believe plaintiff is mistaken in asserting a conflict between the cases named. In Butler v. Huestis, in Moore v. Reddel, and in the ad- ditional case of Winchell v. Winchell, 259 111. 471, 102 N. E. 823, the foundational finding was that a fee tail was created, on which section 6 of chapter 30 would operate. "As to limitations controlled by that section, the only use made of the rule [in Shelley's Case] is for the purpose of determining whether by the common law a fee tail would have been created." Winchell v. Winchell, supra. Construction of section 6 of chapter 30 was within the province of the Supreme Court of Illinois ; and if, in interpreting the legislative will in abrogating the common law respecting entails, the court found that "heirs of the body" of the first taker was intended by the Legislature to mean "chil- dren alive or as born," such statutory construction throws no light on the meaning of "heirs of the body" at common law in an instrument where the rule in Shelley's Case fails to bring section 6 into play. This substantially was stated in ^tna Life Ins. Co. v. Hoppin. The court Ch. 7) RULE IN Shelley's case 143 there recited the settled construction of section 6, citing the cases cited in Moore v. Reddel, and then proceeded to say that : "These cases are not decisive of this case, which does not involve the apphcation of the statute, but is merely a question of the construction of the conveyance without reference to any statute." And the correctness of the position taken in .'Etna Life Ins. Co. v. Hoppin with respect to the scope and meaning of section 6 was recog- nized in Moore v. Reddel. We perceive no conflict between the two lines of decisions, and we believe none was intended. The judgment is affirmed. ^^ 15 I n the following cases, where the only superadd ed words of limitatio n did not contain the word "heir s." the rule was held to ap] Uv"^ Moore a'. Iled- dPl, i.':.'J 111. "30, iOl' N. i'J. 257 ("assigns forever"); Fowler v. Black, 180 111. 30.'!, 26 N. E. 596, 11 L. R. A. 670 ("in fee simple by his [the life ten- ant's] heirs and tlieir assigns forever") ; Winter v. Dibble, 251 111. 200. 95 N. E. 1093 ("in fee simple absolnte") ; Clark v. Neves, 76 S. G. 484, 57 a E. 614, 12 L. R. A. (N. S.) 298 ; Chamberlain v. Runkle. 28 lud. App. 599, 63 N. E. 486 ; Teal v. Richardson, 100 Ind. 119, 66 N. E. 435. But see the following cases where the sune radded w ords of limitation did not contain tne word ••heirs" but onl y such exi n-essioii s as "in fee simnle." or "ah ^igns rnrever." and where tne rule wp« hAJTjn^ i t tn ^p p u - Wescott v. :\I^'ker, 144 l6wA. 311,122 N. wr9C4r29 L. R. A. (N. S.) 947; Archer v. Brockschmidt, 5 Ohio N. P. 349 ; Tucker v. Adams, 14 Ga. 548. Note on the Appi.icatiox of the Rule in Shelley's Case to Tersonal Property. — T he rule in Shelley's Case does not apply to limitations of per- so nal property ! W here, therefore, personal proi>erty is limited to A. lor~TiTe ana men to A.'s heirs, A . takes a life estate only, with a contingent futur e inTer(M -t u the pei ' tjQhs de scribed : Smith v. Butcher. L. R. 10 Ch. Div. 113; In ie Russell, 52 L. T. R. 559 ; Lord v. Comstock, 240 111. 492, SS N. E. 1012 ; Gross v. Sheeler, 7 Iloust. (Del.) 2t>0, 31 Atl. 812 ; Jones v. Rees, 6 Pennewill (Del.) 504, 09 Atl. 785. 16 L. R. A. (N. S.) 734. See, also, SicelofC v. Redman's Adm., 26 Ind. 251, 262. B ut where personal property is limited to A. for life and then to the heir s of a7s body, it is s eFFlod by the Eir-^lisli cases (Theobald ou~\Vills [r.th EdJ p.-64 ^ and i u rm rrry American .lunsdictious. that -^ takes an aljsohite inte r- est.- Dott V. Cunnington, 1 Bay (S. C.) 4.53. 1 Am. Dec. 624 ; Polk v. Paris. 9 Terg. (Tenn.) 209, 30 Am. Dec. 400; Pressgrove v. Comfort, 58 Miss. 644; Hampton v. Rather, 30 Miss. 193 ; Powell v. Brandon, 24 Miss. 343 ; Smith v. iNIeCormick, 46 Ind. 135; AYatts v. Clardy, 2 Fla. 369; Mason v. Pate's Ex'r, 34 Ala. 379; Machen v. JIachen, 15 Ala. 373. See, also, Knox v. Barker, 8 N. D. 272, 78 N. W. 352 ; Home v. Lyeth, 4 Har. & J. (Md.) 431. This must rest upon the conclusion that a prima facie guide to construction has been tixed by the authorities that an absolute interest was intended to be created. Of course, at this day, such a prima facie rule is artificial and contrary t o the fact. Hence it may be expected to yield readily to a context which fem Ts t(7 show that a life interest, only -n-.qs infoiidpfl (^pp> Gray Rule against Per- petuities [2d Ed.] § 647, n. 3; Bucklin v. Creighton. 18 R. I. 325, 27 Atl. 221; Evans v. Weatherhead, 24 R. I. 502. 53 Atl. 806 ; DuU's Estate, 137 Pa. 112, 201 Atl. 418 ; Bennett v. Bennett, 217 111. 434, 75 N. E. 339, 4 L. R. A. [N. S.] 470, semble), or to be abandone d entirely. (Crawford v. Wearn, 115 N. C. 540, 20 S. E. 724 ; Clemens v. Heckscher, 185Pa. 476, 40 Atl. 80). 144 CLASSIFICATION OF FUTURE INTERESTS (Part 1 PROPOSED LEGISLATION Where any grant or devise hereafter taking effect of any property shall limit an estate for life or of freehold to any person and an estate in remainder to the heirs (or the heirs of any particular description) of such person, such person shall not be deemed to take an estate of inher- itance, and the persons who, upon the taking effect of such remainder in possession, shall be the heirs (or the heirs of the class described as the same may be) of such person, shall take by virtue of the remainder so limited to them : it being the intent of this provision to abrogate the rule of law commonly known as the rule in Shelley's Case.^* 16 Prepared by Professor Ernst Freuiid and embodied in the draft of a bill presented to the Illinois Legislature at its sessions in 1907 and 1909. See, also, 1 111. Law Rev. 374^376, Ch. 8) FUTUUE INTERESTS IN PERSONAL PROPERTY 145 CHAPTER VIII FUTURE INTERESTS IN PERSONAL PROPERTY SECTION 1.— CHATTELS REAL MANNING'S CASE. (Court of Common Pleas, 1609. 8 Coke, 94b.) In debt for 200 marks by William Clark plaintiff, and Matthew Man- ning administrator of Edward Manning deceased, upon plene adminis- travit pleaded, the jury gave a special verdict to the effect following, which plea began Mich. 4 Jacobi Rot. 1829. Edward Manning the in- testate, anno 30 Eliz., was possessed of the moiety of a mill in Clifton in the county of Oxford, for the term of fifty years, of the clear yearly value of £40, and afterwards the said Edward Manning, 30 Eliz., made his will in writing, and thereby devised his indenture and lease of the farm and mill in Clifton, and all the years therein to come to Matthew Manning after the death of Mary Manning my wife (which farm and mill my will is, that Mary Manning my wife shall enjoy during her life) conditionally, that the said Matthew shall not demise, sell, or give the said lease, but to leave it wholly to John his son, &c. "In the mean time my will and meaning is, that Mary Manning my wife shall have the use and occupation both of the farm and mill, &c. during her natu- ral life : yielding and paying therefore yearly to the said Matthew Manning, &c. during her natural life il at the feasts of St. Michael the Archangel, and the Annunciation of our Lady," and made Mary his wife sole executrix, and died ; Mary took upon her the charge of the will, and had not sufficient to pay the debts of the said Edward Manning above the said term ; but she entered into the said farm and mill, and paid to Matthew Manning the yearly sum of 17 according to the said will ; and said, that if she died, the said Matthew Manning should have the farm and mill aforesaid ; and afterwards the said Mary, sixteen years after the death of her husband, died intestate, after whose death the said Matthew Manning entered into the said farm and mill, and was thereof possessed prout lex postulat ; and after- wards administration of the goods of the said Edward by the said Mary not administered was committed to the said Matthew, and that none of the profiits of the said farm and mill, which accrued in the life of the said Mary came to the hands of the said Matthew besides the said 17 yearly as aforesaid. And the doubt of the jury was, if the resi- 4 Kales Pbop. — 10 14G CLASSIFICATION OF FUTURE INTERESTS (Part 1 due of the said term in the said farm and mill should be assets in the hands of the said Matthew. But I conceived on the trial of the issue at Guildhall in London, that the devise to Matthew was good, and that there wa^^ sufficient assent to the legacy, by the said payment of the rent of "ig/. But yet upon the motion of the plaintiff's counsel, I was contented that the whole special matter should be found as is afore- said. And the case was argued at the bar, and at divers several days debated at the bench, and prima facie Walmsley, Justice, conceived, that the devise toi Matthew Manning after the death of the wife was void, for the wife having it devised to her during her life, she had the whole term, and the devisor could not devise the possibility over no more than a man can do b}' grant in his life ; for that which the testa- tor cannot by no advice of counsel in his life, the testator, who is in- tended to be inops consilii, shall not do by his will ; but by grant in his life he could not grant the land unto the wife for her life, the remain- der over to another, for by the grant the wife had the whole term at least if she so long lived, and a possibility cannot be limited by way of remainder; and although the later opinions in the case (where a man possessed of a lease for years devises it to one for life, the remainder to another) have been that the remainder was good, yet he said that the old opinion, which hath more reason, as he conceived, was, that the remainder in such case was void, 28 H. 7, 7 Dyer, Baldwin and Shel- ley, that the remainder is void, Englefield contrary, 6 E. 6, 74, ace. by Hales and Montague, 2 E. 6, tit. Dc'vise, Brook, 13, that the remainder is void, for the devise of a chattel for one hour is good forever. But Coke, Chief Justice, Warburton, Daniel, and Foster contrary, that the devise was good to Matthew Manning; and five points were by them resolved: 1. That Matthew Manning took it not by way of re- mainder, but by way of an executory devise, and one may devise an estate by his last will in such manner as he cannot do .by any grant or conveyance in his life, as if a man is seised of lands in fee held in socage, and devises that if A. pays such a sum to his executors, that he shall have the land to him and his heirs, or in tail, or for life, &:c. and dies, and afterwards A. pays the money, he shall have the land by this executory devise, and yet he could riot have it by any grant or convey- ance executory at the common law ; but it stands well with the nature of a devise ; so in the case at bar when the wife dies it shall vest in Matthew Manning as by an executory devise, as if he had devised that after a son has paid such a sum to his executors, that he shall have his term ; or that after the death of A. that B. shall have the term ; or, that after his son shall return from beyond the seas, or that A. dies, that he shall have it, in all these cases and other like, upon the condition or contin- gent performed, the devise is good, and in the mean time the testator may dispose of it; and therefore in judgment of law, ut res magis valeat, the executory devise shall precede, and the disposition of the lease, till the contingent happen, shall be subsequent, as in the case at bar it was, and so all shall well stand together ; for when he made the Ch. 8) FUTURE INTERESTS IN PERSONAL PROPERTY 147 executory devise, he had a lawful power, and might well make it: and afterwards in the same will he had lawful power, and might well devise the lease till the contingent happened, and therefore it is as much as if the testator had devised, that if his wife died within the term, that then Matthew Manning should have the residue of the term ; and farther devised it to his wife for her life. 2. The case is more strong, because this devise is but of a chattel, whereof no praecipe lies ; and which may vest and revest at the pleasure of the devisor, without any prejudice to any. And therefore if a man makes a lease for years, on condition that if he do not such a thing, the lease shall be void, and afterwards he grants the reversion over, the condition is broken, the grantee shall take benefit of this condition by the common law, for the lease is there- by absolutely void : but in such case if the lease had been for life, with such condition, the grantee should not take the benefit of the breach of the condition ; for a freehold (of which a praecipe lies) cannot so easily cease ; but is voidable by entry after the condition broken, which cannot by the common law be transferred to a stranger; and therewith agrees 11 H. 7, 17a, and Br. Conditions, 245, 2 Mariae, by Bromley the same difference. 3. There is no difference when one devises his term for life, the remainder over ; and when a man devises the land, or his lease, or farm, or the use or occupation, or profits oi his land ; for in a will the intent and meaning of the devisor is to be observed, and the law will make construction of the words to satisfy his intent, and to put them into such order and course that his will shall take eff'ect. And al- ways the intention of the devisor expressed in his will is the best ex- positor, director, and disposer, of his words ; and when a man devises his lease to one for life, it is as much as to say, he shall have so many of the years as he shall live, and that if he dies within the term that another shall have it for the residue of the years ; and although at the beginning it be uncertain how many years he shall live, yet when he dies it is certain how many years he has lived, and how many years the other shall have it, and so by a subsequent act all is made certain. 4. That after the executor has assented to the first devise, it lies not in the power of the first devisee to bar him who has the future devise, for he cannot transfer more to another than he has himself. 5. In many cases a man by his will may create an interest, which by grant or conveyance at the common law he cannot create in his life; and there- fore when Sir William Cordell, Master of the Rolls, devised his man- or of Melford, &c., in the county of Suffolk, to his executors for the payment of his debts, and until his debts should be paid, the remainder to Edward his brother, &c., and made George Carey and others his ex- ecutors, and died, and after his death the debts w'ere paid ; and his wife demanded dower, and one question amongst others was moved, what interest or estate the executors had? for if they had a freehold, then the wife should not have dower and if they had but a chattel determina- ble upon the payment of the debts, then she should be endowed ; and this case was referred to Anderson. Chief Justice of the Common 1-18 CLASSIFICATION OF FUTURE INTERESTS (Part 1 Pleas, and Francis Gawdie, Justice of the King's Bench, before whom the case was at several days debated, Pasch. 36 Eliz., and I was of counsel with the executors ; and it was resolved by them that the execu- tors had but a chattel, and no freehold ; for if they should have a free- hold for their lives, then their estat-^ would determine by their death, and not go to the executors of the executors, and so the debts would remain unpaid ; but the law adjudges it a particular interest in the land, which shall go to the executors of the executors, as assets for payment of his debts. But if such estate be made by grant, or' conveyance at the common law. the law will adjudge it an estate of freehold, and so a more favorable interpretation is made of a will in point of interest or estate to satisfy the will of the dead for the payment of his debts, than of a grant or conveyance in his life ; which he may enlarge, or make other provision at his pleasure. And so was it resolved in the begin- ning of the reign of Queen Elizabeth that where a man had issue a daughter, and devised his lands to his executors for the payment of his debts, and until his debts were paid, and made his executors and died, the executors entered, the daughter married, and had issue and died, and after the debts were paid, it was resolved in the case of one Guavarra that he should be tenant by the curtesy. Vide 3 H. 7, 13. 27 H. 8, 5. 21 Ass. p. 8. 14 H.. 8, 13. . Note, reader, it has been of late often adjudged according tO' these resolutions, sc, in Weldon's Case, 2 Brownl. 309, Plowd. Com., in Communi Banco. In Paramour's Case, 2 Brownl. 309, Plowd. Com., in the King's Bench, Mich. 26 and 27 EHz. in a writ of error in the King's Bench, on a judgment given in the Common Pleas, the case was such: Thomas Amner brought an ejectione firmse against Nicholas Loddington on a demise made by Alice Fulleshurst for seven years of certain houses in London, and on not guilty pleaded, the jury gave a special verdict. Hugh Weldon was seised of the said houses in fee, and 24 H. 8, demised them to Thomas Pierpoint for ninety-nine years, who by his will in writing 1544, devised his said lease in these words : "T devise my lease to my wife during her life, and after her death I will it go to her children unpreferred," and made his wife his executrix, and died. His wife entered and was possessed ratione boni et legationis, and married with Sir Thomas Fulleshurst, and afterwards 2 and 3 Phil, and Mar., Bestwick recovered against Sir Thomas f 140 debt in the Common Pleas, and by force of a fieri facias directed to Altham and Mallory, sheriffs of London, the said term was sold to Nicholas Loddington, the now defendant, and afterwards the judgment against the said Sir Thomas Fulleshurst was reversed in a writ of er- ror in the King's Bench, et quod ad omnia quae amisitratione judici- prjed, restituatur, and afterwards Alice the wife and executrix died. Alice Fulleshurst being then the only daughter who was unpreferred, entered and made the lease to the plaintiff Thomas Amner. And this case was often argued at bar by the serjcants in the Common Pleas, and at last by the judges; and in this case three points by them were Ch. 8) FUTURE INTERESTS IN TEKSONAL PROPERTY 141) resolved: 1. That the said executory devise of the lease after the death of the wife to the daughter unpreferred, was good ; and there is no difference when the term, or lease, or houses, and when the use or occupation, &c., is devised, and that in all these cases the executory de- vise is good. 2. That the sale either by Alice the wife, or by the sheriff on the fieri facias, after the wife was possessed as legatee, should not destroy the executory devise, although the person to whom the execu- tory devise was made was then uncertain, as long as Alice the wife lived ; for the said Alice the daughter might have been preferred in her life, and then she should take nothing, so that such executory de- vise which has dependence on the first devise may be made to a person uncertain, and this possibility cannot be defeated by any sale made by the first devisee, &c. 3. That the sale by the sheriff by force of the fieri facias should stand, although the judgment was after reversed, and the plaintiff in the writ of error restored to the value, for the sher- iff who made the sale, had lawful authority to sell, and by the sale the vendee had an absolute property in the term during the life of Alice the wife ; and although the judgment, which was the warrant of the fieri facias, be afterwards reversed, yet the sale, which was a collateral act done by the sheriff, by force of the fieri facias, shall not be avoided ; for the judgment was that the plaintiff should recover his debt, and the fieri facias is to levy it of the defendant's goods and chattels, by force of which the sheriff' sold the term which the defendant had in the right of his wife, as he well might, and the vendee paid money to the value of it. And if the sale of the term should be avoided, the vendee would lose his term, and his money too, and thereupon great inconvenience would follow that none would buy of the sheriff goods or chattels in such cases, and so execution of judgments (which is the life of the law in such case) would not be done. And according to these resolu- tions judgment was given in the Common Pleas for the plaintiff, and in the King's Bench upon a w^rit of error the case was often argued at the bar before Sir Christopher Wray, and the court there, and at length the judgment was affirmed, and so the said three points were adjudged by both courts: and by these latter judgments you will better under- stand the law in the books, in which there are variety of opinions. 2)7 H. 6, 30. ZZ H. 8. Br. tit. Chattels ZZ. 2 E. 6, tit. Devise, Br. 13. 28 H. 8. Dyer 277. Plow. Com. in Weldon's and Paramour's Case, ^c. Quia judicia posteriora sunt in lege fortiora.^ 1 LfMiipet's Case, 10 Co. 46 b (1612), accord. See Gray, Perpetuities, §§ 148- 152. 150 CLASSIFICATION OP FUTURE INTERESTS (Part 1 CHILD V. BAYLIE. (Courts of King's Bench and Exchequer Chamber, 1618. Cro. Jac. 459.) Ejectment of a lease of Thomas Heath of lands in Alchurch. Upon Not guilty pleaded, a special verdict was found upon the case ;. which was, that William Heath, possessed of a lease for seventy-six years of the land in question, let it to one Blunt from the day of his death until the first of May, 1629 (which was three months before the end of the lease), if Dorothy his wife lived so long. Afterwards he de- vised, that William Heath his son and his assigns should have the said tenements, and the reversion of them, and all his title and interest in the said tenements, for all the others of the said seventy-six years which should be unexpired at the time of his wife's death, "provided, that if the said William die without issue living at the time of his death, that Thomas his son (the now lessor) should have it for all the residue of the seventy-six years unexpired from the death of his said wife, and of William without issue; and if he died without issue, then_lo.his daughters ;" and made his wife his executrix, and died. The Avif e as- sented to the legacies ; William assigned all this lease and his interest thereto to the said Dorothy, who assigned it to Mr. Comb, under whom the defendant- claims : afterwards Dorothy died, and then William died without issue. Thomas the devisee enters, and makes this lease to the plaintiff. After divers arguments at the bar, it was adjudged for the defend- ant. First, it was resolved, where a lessee for years let it after his death until the first of May, 1629. that it was a good lease, which began im- mediately by his death, he dying within that time. Secondly, that the lease being made to begin after his death unto the first of May, 1629, the lease being made (12 August, 1553), if Dorothy his wife should so long live, he did not thereby convey the interest and remainder of the term, viz. from the first of May, 1629, to 12 August, 1629, and the possibility of a long term if Dorothy died before the first of May, 1629, which interest and possibility together he might devise to William Heath his son. Hie third and main question was, whether this devise being to Wil- liam Heath and his assigns, with a proviso, that if he died without is- sue living, that Thomas Heath should have it, and he aliens it, and afterwards dies without issue, whether this alienation shall bind Thom- as Heath, or that he may avoid it ? It was resolved, that this alienation shall bind ; for when he limited to him and his assigns, all the estate was vested in him, and he had an absolute power to dispose thereof ; for the law doth not expect his dy- ing without issue. The difference therefore is, where a lease is devised to one if he live so long, and afterward to another, the first hath but a qualified estate, and the other hath the absolute interest, and therefore Ch. 8) FUTURE INTERESTS IX PERSONAL PROPERTY 151 this alienation shall not prejudice him who hath the absolute estate ; but when it is limited to him and his assigns, then the proviso thereto added, is void to restrain the alienation : and the limitation to the heirs oTthe body, and the proviso, are all one; foFall long leases would be more dangerous than perpetuities : and therefore this case differs from the cases in 8 Co. 96, and 10 Co. 46, Lampet's Case, that a devisee for life could not bar him in remainder : and Lewknor's Case, Easter Term, 14 Jac. 1 ; 1 Roll. Rep. 356, in the Exchequer Chamber, was cited. Wherefore it was adjudged for the defendant. Note. — Upon this judgment a writ of error was brought in the Ex- chequer Chamber ; and the error assigned in point of law, that the re- mainder of this term limited to Thomas Heath after the death of Wil- liam without issue then living, was good, and the alienation of William shall not bind him in remainder. It was argued by Bridgm an, and afterward by Humphrey Davenport, for the plaintiff in error, that it \vas a good limitation of the remainder of the term to William and his assigns, with the proviso, that if he died without issue then living, the then remainder should be to Thomas, &c., and that it is no more in effect than after his death; and therefore it differs from Lewknor's Case, adjudged in the Exchequer, where a devise of a term to one, and the heirs of his body, and if he die with- out issue, that it shall remain to another, was held to be a void remain- der; for he cannot limit a remainder upon a term after the death of another without issue : but here it is but a remainder after the death of one without issue, viz. William dying without issue then living; so upon the matter it depended upon is death, and therefore not like to the said case ; but it is agreeable to the reasons put in the cases of 8 Co. 94, Matth. Manning's Case, and 10 Co. 46.- But it was now argued on the other part by Thomas Crew and George Croke, that the judgment was well given in the King's Bench ; for'irere the limitation being to William after the death of tlie devisor's wife, of all his estate and interest to him and his assigns, it is but a re- mainder; for the wife may outlive all the term, and then this devise of the remainder of the term is given to him in particular, and X Villiam hath but a possibility ; and then to limit it to Thomas after the death of \\'illiam then living, is to limit a possibility upon a possibility, which is against the rules of law, as it is held in the Rector of ChedingtonVCase, 1 Co. 156, and Lord Stafford's Case, 8 Co. 7Z. 2 Palmer reports Serjeant Davenport as saying: "There is no danger of perpetuity by sucti a conveyance. For ho tookji diversity when the contingen- cy is such as can or ought [doetl to hapi>eii in the life of the devisee. There a feinamder limited on such an estate in case of a devise of a chattel is good, as in our case, if he should die without issue of his body living at the time of his death, so that it does not exceed his life. But if the contingency be such as is foreign [forrain], or is to connnence in futuro after the death of the first devisee, there, because such a limitation tends to make a perpetuity, a remainder limited on it is bad, as if he should die without issue or without heir, that then it shall remain over. And on this diversity they strongly [fortement] rely." Child v. Baylie, Palm. 333, 334. 152 CLASSIFICATION OF FUTURE INTERESTS (Part 1 Secondly, that this hmitation to Thomas after the death of WiUiam without issue then hvipg, is all one as if it had been limited upon his death Avithout issue : and the addition "then living," doth not alter the case^ for at the first limitation, non constat that he should die without issue; and the law shall not expect his death without issue; and it is not like to the case when it is limited after the death of one ; for it is certain that one must die, and it may be that he may die during the term, and the law may well expect it ; but that one should die without issue, the law will never expect such a possibility, nor regard it : and it would be very dangerous to have a perpetuity of a term inJhaJt man- neFflor it would be more mischievous than the common cases of per- petuities which the law hath sought to suppress : and therefore it was said, that this case was like to some of the cases which had been ad- judged, that the remainder of a term after the death of one person is good, and should not be destroyed by the alienation of the first devi- see. Vide 8 Co. 94, Manning's Case. 10 Co., Lampet's Case. Plowd. 520 and 540; Dyer 74, 277. After divers arguments, all the judges of the Common Pleas, viz. HoBART, Winch, Hutton, and Jones, and all the Barons (except Tanfiei,d, Chief Baron) agreed with the first judgment : for they said, that the. first grant or devise of a term made to one for life, remainder to another, hath been much controverted, whether such a remainder might be good, and whether all may not be destroyed by the alienation of the first party ; and if it were now first disputed, it would be hard to maiii:: tain; but being so often adjudged, they would not now dispute it. — But for the case in question, where there was a devise to one and his assigns, and if he died without issue' then living, that it would remain to another, it is a void devise; and it is all one as the devise of a term to one and his heirs of his body, and if he die without issue, that then it shall remain to another, it is merely void ; for such a n entail of a term is not allow able in law, f^r the mischief which otherwise would ensue, li there should be such a perpetuity of a term. — And altlToiigh TanJi'eTcfTt^KierBaron, doubted thereof, especially by reason of a judg- ment given before in the King's Bench in Rethorick v. Chappel, Hil. 9 Jac. 1; 2 Bulst. 28; Godol. 149, where "William Gary possessed of a term for years devised it to his wife for her life, and afterwards that John his son should have the occupation thereof as long as he had is- sue; and if he died without issue unmarried, that then Jasper his younger son should have the occupation thereof as long as he had is- sue of his body; and if he died without issue unmarried, he devised the moiety to Dorothy his daughter, the other moiety to Robert and William his sons, and made his wife executrix, who assented to the legacies and died. John and Jasper died without issue, unmarried ; and afterward Robert and William entered upon the defendant, claim- ing the moiety, and let to the plaintifit". Upon a special verdict, all this matter being discovered, it was adjudged for the plaintiff, that he should recover the moiety, which is all one case with the case in ques- Ch. 8) FUTURE INTEUESTS IN PERSONAL PROl'ERTY 153 tion. But the defendant's counsel in the writ of error showed, that there was a difference betwixt the said cases : for first, in that there is a devise but of the occupation only ; but here, of the term itself. Secondly, it is a devise here of his estate and term to him and his as- signs, wherein is authority given that he may assign. Thirdly, the limitation is there, if he die without issue unmaried, which is upon the matter, that if he die within the term ; for if he be not married he can- not have issue" — but in the case here, he might have issue ; and yet if that issue should die without issue in his life-time, it should remain; which the law will neither expect nor will suffer : yet the Justices and Barons, by the assent of Tanfield, all agreed, that judgment should be affirmed : and in Hilary Term, 20 Jac. L, it was affirmed. COTTON V. HEATH. (Court of King's Bench, 1(«8. 1 Roll. Abr. C,12, pi. ?,.) If A., possessed of a term for years, devises it to B., his wife, for eighteen years, and then to C, his eldest son, for life, and then to the eldest issue male of C. for life, although C. has no issue male at the time of the devise and death of the devisor, yet if he has issue male be- fore his death, such issue male will have it as an executory devise, be- cause, although it be a contingency upon a contingency, and the issue not in esse at the time of the devise, yet as it is limited to him but for life, it is good, and all one with Manning's Case. On a reference out of Chancery to the Justices Jones, CrokE, and BERKELEY, by them re- solved without question. DUKE OF NORFOLK'S CASE. (Court of Chancery, 1682. 3 Ch. Cas. 1.) Lord Nottingham, Ch.' This is the case. The plaintiff, by his bill, demands the benefit of a term for two hundred years, in the barony of Grostock, upon these settlements. Henry Frederick, late Earl of Arundel and Surrey, father of the plaintiff and defendant, had issue, Thomas, Henry, Charles, Edward, Francis, and Bernard ; and a daughter, the Lady Katharine : Thomas Lord Maltravers, his eldest son, was non compos mentis, and care is taken to settle the estate and family, as well as the present circum- stances will admit. And thereupon there are two indentures drawn, 3 In this ca.se Tyord Cliancellor Xottingliaui was a.ssisted by Lord Cliief Jus- tice remberton. Lord Chief Justice Nortli, and Ix)rd Chief Baron Montague. The judges delivered tlieir ojiiuions in succession on ^larcli 24, 1682, agreeing tliat the limitation in question was void. The opinions are reported .3 Ch. Cas. 14-26. The Lord Chancellor differed from the judges, and delivered the opinion here printed, which sutliciently states the facts. 154 CLASSIFICATION OF FUTURE INTERESTS (Part 1 and they are both of the same date. The one is an indenture between the Earl of Arundel of the one part : and the Duke of Richmond, the Marquis of Dorchester, Edward Lord Howard of Eastcricke, and Sir Thomas Hatton of the other part : it bears date the twenty-first day of March, 1647. Whereby an estate is conveyed to them and their heirs ; to these uses: to the use of the earl for his life. After that to the countess his wife for her life, with power to make a lease for twenty-one years, reserving the ancient rents. The remainder for two hundred years to those trustees, and that up- on such trusts, as by another indenture, intended to bear date the same day, the earl should limit and declare ; and then the remainder of the lands are to the use of Henry, and the heirs male of his body begotten, with the remainders in tail to Charles, Edward, and the other brothers successively. Then comes the other indenture, which was to declare the tnist of_ the term for two hundred years, for which all these preparations are made, and that declares that it was intended this term should attend the inheritance, and that the profits of the said barony, &c. should be received by the said Henry Howard, and the heirs male of his body, so long as Thomas had any issue male of his body should live, (which was consequently only during his own life, because he was never likely to marry) and if he die without issue in the life-time of Henry, not leav- ing a wife privement ensient of a son, or if after his death, the dignity of Earl of Arundel should descend upon Henry ; then Henry or his is- sue should have no farther benefit or profit of the term of two hun- dred years. Who then shall ? But the benefits shall redound to the younger brothers in manner following. How is that ? To Charles and the heirs male of his body, with the like remainders in tail to the rest. Thus is the matter settled by these indentures ; how this family was to be provided for, and the whole estate governed for the time to come. These indentures are both sealed and delivered in the presence of Sir Orlando Bridgman, Mr. Edward Alehorn, and Mr. John Alehorn, both of them my Lord Keeper Bridgman's clerks ; I knew them to be so. This attestation of these deeds is a demonstration to me they were drawn by Sir Orlando Bridgman. After this the contingency does happen : for Thomas Duke of Nor- folk dies without issue, and the earldom of Arundel as well as the dukedom of Norfolk, descended to Henry now Duke of Norfolk, by Thomas his death without issue: presently upon this the Mar^uis_of Dorchester, the surviving trustee of this estate, assigns his estate to Marriot; but he doth'it upon the same trusts that he had it himself: Mr." Harriot assigns his interest frankly to my Lord Henry, the now duke, a:nd so has done what he can to merge and extinguish the term by the assigning it to him, who has the inheritance. To excuse the Marquis of Dorchester from co-operating in this mat- ter, it is said, there was an absolute necessity so to do ; because the Ch. 8) FUTURE INTERESTS IN PERSONAL PROPERTY 155 tenants in the north would not be brought to renew their estates, while so aged a person did continue in the seigniory, for fear, if he should die quickly, they should be compelled to pay a new fine. But nothing in the world can excuse IMarriot from being guilty of a most wilful and palpable breach of trust, if Charles have. any right to this term: so that the whole contention in the case is, to make the estate limited to Charles void ; void in the original creation ; if not so, void by the com- mon recovery suffered by the now duke, and the assignment of Marriot. If the estate be originally void, which is limited to Charles, there is no harm done; but if it only be avoided by the assignment of iMarriot, with the concurrence of the Duke of Norfolk, he having notice of the trusts, then most certainly they must make it good to Charles in equity, for a palpable breach of trust, of which they had notice. So that the question is reduced to this main single point, whether all this care that was taken to settle this estate and family, be void and insignificant; and all this provision made for Charles and the younger children to have no effect ? I am in a very great strait in this case : I am assisted by as good advice, as I know how to repose myself upon, and I have the fairest opportunity, if I concur with them, and so should mistake, to excuse myself, tliat I did errare cum patribus ; but I dare not at any time deliver any opinion in this place, without I concur with myself and my conscience too. I desire to be heard in this case with great benignity, and with great excuse for what I say, for I take this question to be of so universal a concernment to all men's rights and properties, in point of disposing of their estates, as to most conveyances, made and settled in the late times and yet on foot, that being afraid I might shake more settlements than I am willing to do, I am not disposed to keep so closely and strictly to the rules of law as the judges of the common law do, as not to look to the reasons and consequences tliat may follow upon the de- termination of this case. I cannot say in this case, that this limitation is void, and because this is a point, that in courts of equity (which are not favored by the judgments of the courts of law) is seldom debated with any great indus- try at the bar; but where they are possessed once of the cause, they press for a decree, according to the usual and known rules of law ; and think we are not to examine things. And because it is probable this cause, be it adjudged one way or other, may come into the parliament, I will take a little pains to open the case, the consequences that depend upon it, and the reasons that lie upon me, as thus persuaded, to sus- pend my opinion. Whether this limitation to Charles be void or no, is the question. Now, first, these things are plain and clear, and by taking notice of what is plain and clear, we shall come to see what is doubtful. 1. That the term in question, though it were attendant upon the 156 CLASSIFICATION OF FUTURE INTERESTS (Part 1 inheritance, at first, yet upon the happening of the contingency, it is become a term in gross to Charles. 2. That tlie trust of a term in gross can be Hmited no otherwise in equity, than the estate of a term in gross can be hmited in law : for I am not setting up a rule of property in chancery, other than that which is the rule of property at law. 3. It is clear, that the legal estate of a term for years, whether it be a long or a short term, cannot be limited to any man in tail, with the remainder over to another after his death without issue ; that is flat and plain, for that is a direct perpetuity. 4. If a term be limited to a man and his issue, and if that issue die without issue, the remainder over, the issue of that issue takes no estate ; and yet because the remainder over cannot take place, till the issue of that issue fail, that remainder is void too, which was Reeve's Case ; and the reason is, because that looks towards a perpetuity. 5. If a term be limited to a man for life, and after to his first, sec- ond, third, &c. and other sons in tail successively, and for default of such issue the remainder over, though the contingency never happen, yet that remainder is void, though there were never a son then born to him ; for that looks like a perpetuity and this was Sir William Back- hurst his Case in the sixteen of this king. 6. Yet one step further than this, and that is Burgiss's Case. A term is limited to one for life, with contingent remainders to his sons in tail, with remainder over to his daughter, though he had no son; yet because it is foreign and distant to expect a remainder after the death of a son to be born without issue, that having a prospect of a perpetui- ty, also was adjudged to be void. These things having been settled, and by these rules has this court always governed itself : but one step more tliere is in this case. 7. If a term be devised, or the trust of a term limited to one for life, with twenty remainders for life, successively, and all the persons in esse, and alive at the time of the limitation of their estates, these though they look like a possibility upon a possibility, are all good, because tliey produce no inconvenience, they wear out in a little time with an easy interpretation, and so was Alford's Case. I will yet go farther. 8. In the case cited by Air. Holt, Cotton and Heath's Case, a term is devised to one for eighteen years, after to C. his eldest son for life, and then to the eldest issue male of C. for life, though C. had not any issue male at the time of the devise, or death of the devisor, but before the death of C. it was resolved by Mr. Justice Jones, Mr. Justice Crook, and Mr. Justice Berkley, to whom it was referred by the Lord Keeper Coventry, that it only being a contingency upon a life that would speedily be worn out, it was very good ; for that there may be a possi- bility upon a possibility, and that there may be a contingency upon a contingency, is neither unnatural nor absurd in itself; but the contrary rule given as a reason by my Lord Popham in the Rector of Cheding- Ch. 8) FUTURE INTERESTS IX PERSONAL PROPERTY 157 ton's Case, looks like a reason of art ; but, in truth, has no kind of rea- son in it, and I have known that rule often denied in Westminster Hall. In truth, every executory devise is so, and you will find that rule not to be allowed in Blanford and Blanford's Case, 13 Jac. I. part of my Lord Rolls, 318, where he says, if that rule take place, it will shake several common assurances : and he cites Paramour's and Yardley's Case in the commentaries where it was adjudged a good devise, though it were a possibility upon a possibility. These conclusions, which I have thus laid down, are but prelimina- ries to the main debate. It is now fit we should come to speak to the main question of the case, as it stands upon its own reason, distin- guished from the reasons of these preliminaries; and so the case is this. The trust of a term for two hundred years is limited to Henry in tail, provided if Thomas die without issue in the life of Henry, so that the earldom shall descend upon Henry, then go to Charles in tail ; and whether this be a good limitation to Charles in tail, is the question ; for most certainly it is a void limitation to Edward in tail, and a void limi- tation to the other brothers in tail : but whether it be good to Charles is the doubt who is the first taker of this term in gross ; for so it is (I take it) now become, and I do, under favor, differ from my Lord Chief Justice in that point ; for, if Charles die, it will not return to Henry ; for that is my Lord Coke's error in Leonard I, and March's Reports, 106, where a prohibition was granted out of the Court of Common Pleas to the Court of the IMarches of Wales for proceeding for the devise over of a personal chattel. For the plaintiff it was answered that all these authorities cited were built upon the case 37 H. 6, but of latter times it had been otherwise resolved upon great debate, and instanced in the case of Lord Ferrars. Hart and Say, and A'achel and Vachel, 1 Ca. in Ch. 129, &c., and that in the present case, the same arising upon a will, a construction (as far as the law will admit) is to be made, that the intention of the testator may take place. And therefore if a man possessed of a term for years grants the term to one for life, the remainder over, the re- mainder over is void; but in the case of a will, or of an assignment by way of trust, there the remainder over is good. The Lord Keeper [Sir John Somers] held that the devise over was good, for as to the personal chattels, the civil and canon law is to be considered, and there the rule is, where personal chattels are devised for a limited time, it shall be intended the use of them only, and not the devise of the thing itself, and therefore allowed the remainder over to be good.* 4 S. C. 1 P. Wms. 1. "J. S. deviseth £500 to his danehter, and if she die before thirty years of age unmarried, then to he divided between three; she does receive the money, and dies lieforc that time. And resolved that the money should be divided, and her execiitor charireable. as imssessed in trust for the devisees in remainder." Anon., Freem. Ch. 137, pi. 172. 172 CLASSIFICATION OF FUTURE INTERESTS (Part 1 HOARE V. PARKER. (Court of King's Bench, 178S. 2 Term R. 376.) Trover for plate by the plaintiffs, who claimed under a remainder- man, against the defendant, to whom it was pawned by the tenant for life. Admiral Stewart by will gave his plate to trustees for the use of his wife durante viduitate, requiring her to sign an inventory, which she did at the time the plate was delivered into her possession. She afterwards pawned it with the defendant for a valuable consideration, who had no notice of the settlement; and before the commencement of this action she died. A demand and refusal was proved. A special case was reserved before Buller, J., at the last sittings at Westminster, stating these facts ; and the question was, Whether the defendant were bound to deliver up the plate without being paid the money he had ad- vanced on it? Baldwin, for the defendant, declared that he could not argue against so established a point. Gibbs, for the plaintiff. Per Curiam. This point is clearly established, and the law must remain as it is till the legislature think fit to provide that the possession of such chattels shall be a proof of ownership. Postea to the plaintiffs. EVANS V. WALKER. (Chancery Division, 1876. 3 Ch. Div. 211.) John Brown, by his will, dated the 13th of February, 1812, made the following disposition of his property: "I give and bequeath unto Maria Evans £50 per annum from the day of my decease during the term of her natural life, and from and after her decease to the children she may have born in wedlock, equally to be divided between them, share and share alike, during their natural lives, the said annuity to be paid half-yearly; and from and after the decease of the survivors herein named to go to my nephew Edwin Walker, and my two nieces, Sally Brown Walker and Eliza Walker, equally between them, and I hereby desire that my nephew and nieces will see it fulfilled. I declare this my last will and testament." This suit was instituted in 1816 for the purpose of having a sum of money set apart out of the estate of the testator to answer the annuity of i50, and a sum of £1666 13s. 4d. was accordingly paid into court for that purpose. Maria Evans died without having been married, in 1874. The nephew and two nieces of the testator died some time since, and a petition was now presented by their legal personal representatives to have the money paid out of court to them in equal shares. Malins, V. C. The first point is, whether the gift to the nephew Ch. 8) FUTURE INTERESTS IN PERSONAL PROPERTY 173 and two nieces of the testator is void for remoteness, and it is quite clear to my mind that it is not, because there is no objection to a gift to unborn children for life, and then to an ascertained person, provided the vesting is not postponed. That point I commented upon in Stuart V. Cockerell, Law Rep. 7 Eq. 363. Property may be given by will or secured by settlement to an unborn person for life, or to several unborn persons successively for life, with remainders over, provided that the vesting of the remainders, or the ascertainment of those who are to take in remainder, be not postponed till after the death of such unborn person or persons. Therefore the circumstance of there being life es- tates given to all the children unborn of Maria Evans does not create a perpetuity if there are persons capable of taking immediately, and here there are such persons. So they take immediate vested interests. ° [The court then decided that the gift after the decease of the sur- vivors of INIaria Evans' children, "to my nephew Edwin Walker, and my two nieces Sally Brown Walker and Elizabeth Walker, equally be- tween them," gave to each an absolute interest. The balance of the opinion on this point is omitted.] In re TRITTON. Ex parte SIXGLETON. (High Court of Justice. 18S9. 6 Morrell's Bankruptcy Cases, 250.) This was an application on behalf of the trustee in the bankruptcy for an order declaring that he was entitled to certain pictures bequeath- ed to the bankrupt by his father subject to the life interest of the bank- rupt's mother. The case was taken specially on the ground of urgency, before Mr. Justice Wills, sitting for the Bankruptcy Judge during the absence of Mr. Justice Cave on circuit. The father of the bankrupt by his will gave and bequeathed to his wife Elizabeth Ann Tritton for her own absolute use and benefit cer- tain watches, jewelr}^, trinkets, &c., and the wall continued: "I also give to my said wafe the right of possession and enjoyment of all my pictures during her life (if she shall so desire), and, subject as afore- said, I give and bequeath all my said pictures to and for my son, H% J. Tritton, for his own absolute use and benefit." The testator died, and Mrs. Tritton, who is still alive, retained pos- session of the pictures under the right so given to her. On March 2Sth, 1884, H. J. Tritton executed an assignment in favor of one Raymond by way of security for an advance of £2,500, by which as mortgagor and beneficial owner he assigned inter alia, "All that the share and interest of him the said H. J. Tritton under the will and 6 Accord: Seaver v. Fitzgerald, 141 Mass. 401, 6 N. E. 73, 174 CLASSIFICATION OF FUTURE INTERESTS (Part 1 codicil of his father, Henry Tritton, deceased, and of and in the sums of money, hereditaments, and premises, devised and bequeathed there- by expectant upon the decease of his mother, EHzabeth Ann Tritton." On April 26th, 1888, a receiving order was made against H. J. Trit- ton, upon which he was adjudicated bankrupt, and the pictures were now claimed by the trustee subject to the life interest of Mrs. Tritton, on the ground that the assignment in question required to be registered as a bill of sale. Wills, J. I wish to preface my judgment with a short statement why I allowed this case to be taken as urgent at this time, and when the state of business is in the condition in which it is owing to nearly all the judges being away from London. I do not want there to be any risk of the opinion going abroad that I am willing always to certify a case as urgent if I am asked to do so. From what was represented to me there is urgency here, because an offer has been made to the trus- tee for the purchase of these pictures, which offer is only open until September, and the question therefore had to be settled. That appear- ed to be a reason why I should hear the case at this exceptional time. Now having said that, I must say that notwithstanding the discus- sion as to the difficulty of the present case, I do not entertain any doubt as to which way my judgment should go, and so I will give judg- ment at once. In my opinion the case of the trustee fails, and it fails upon the short ground that the only interest which Tritton, the bank- rupt, had in these pictures was a chose-in-action, and therefore ex- pressly excepted from the Bills of Sale Acts by section 4 of the Act of 1878. It seem s to me clear upon the authorities that you cannot hal/fc 1ife_es tates and rpin.ilnriPi ::^_QUt-o£-fiej:§ onal chattels, and that tlieTnteK est whicli,thi.sUady_took^s_definjle_ajid^ first, and entitles her to__t ^eenjoyn if^^ ^ nH pn-^sp^'^inn of thpt;p thinii^^thatTsTTo the^ prop- ert^ ^in t hese thing s during her lifetime. It seems to~meThnfTh]^mter- est of_th e son w ^'^ an pvfrn tory bequest, which creates no present or vested int erest, and which, if the moth er survived him, Avould never co me info^operation . In my opinion ir~is~nearly_i n tHe~natiire of a chose-i n-action — or I w^ill say it is ,.ajchosejjii2acHonr^and_nothing high- er, an5^xpressly_exce pted from th £-Operationof th e BilIs~o"f Sale Ac t. I found my judgment on that, and I do not tliuik it necessary to travel further into the thorny paths of the law relating to Bills of Sale, which has already given rise to many difficulties. The motion must be refused, and the trustee must pay the costs, but he may recoup himself out of the estate if there is any. Application refused. Ch. 8) FUTURE INTERESTS IN PERSONAL PROPERTY 175 ANONYMOUS. (Superior Court of North Carolina, 1802. 3 N. C. 161.) Testator had devised a ncgro_to his wife and also lands for life; and the executors of the testator siied^forlTie negro. Johnston, Ju^ge. The words "and also" continue the clause, and the words "for life" refer to all that precedes. She had an interest for life in the negro as well as in the lands, and there remained a^reversion whic h vested in the executors; and although the next of kin may be entitled to it, yet the executors must distribute it, and must recover in the first instance, in order to that distribution. Judgment accordingly.® DUKE V. DYCHES. (Court of Appeals of South Carolina, 1829. 2 Strob. Eq. 3.j3, note.) Moses Duke, the plaintiff's testator, in his lifetime made a deed of gift of certain negro sla ves to Esther Benson, his illegitimate daughter, nmv fhe'w^ife of the defendant, rese'rvmg a life estate to himself. After his death the defendant took possesslorrbf the negroes. An ac- tion was brought for tlieir recovery by the executors, and a nonsuit or- dered on circuit, on the ground that the plaintiffs showed no title in themselves. The case was heard, on appeal from this order, at Colum- bia, December Sittings, 1829, and the following is the opinion of the Court of Appeals : NoTT, J. Moses Duke, the plaintiff's testator, in his lifetime made a deed of gift of the negroes in question to Esther Benson, his illegiti- mate daughter, now the wife of the defendant, reserving a life estate to himself. After his death the defendant took possession of the ne- groes. The copy of the deed of gift is as follows : "To all to whom these presents shall come, I, Moses Duke, do send greeting. Know ye that I, the said Moses Duke, of Barnwell District, in the State of South Carolina, for and in consideration of the love, good will and affection which I have and do bear towards my loving daughter, Esther Benson, of the same place, have given and granted, and by these presents do freely give and grant, unto the said Esther Benson, her heirs, executors and administrators, one certain negro boy slave named Arthur, and one negro girl slave named Jane, to be and remain as her proper right and property after the death of the said Moses Duke, or at any time previous thereto, if the said Duke shall think fit to do so. But it is the true intent and meaning of the said Moses Duke that if the said Esther Benson shall die without lawful « Accord: Boyd v. Strahan, 36 111. 355. See, also, Gray, Rule against Perp. (2d Ed.) §§ 97, 852. State v. Savin, 4 Har. (Del.) 56, note ; Merkel's Appeal, 109 Pa. 235. are contra. 176 CLASSIFICATION OF FUTURE INTERESTS (Part 1 issue, then the said negroes, viz. : Arthur and Jane, shall go to the lawful heirs of the said Moses Duke, to be and become thereafter the rightful property of his said heirs, in as full and ample manner as if this present deed had never been made or given. And the said Esther Benson the said property shall and may hold, upon the terms and con- ditions above mentioned, as her proper goods and chattels, without any sort of reserve whatever. Witness my hand and seal this 4th day of August, in the year of our Lord one thousand eight hundred and four, and in the 29th year of American Independence. "Moses Duke. [L. S.] "Signed, sealed and delivered in the presence of J. Hughes and Micajah Hughes." And the only question now submitted to us is w hether pergona l property can be limited oyerjb y deed to take effect after the termination of~aniTe~estate. 1 Fearn. 26; 1 Mad. Ch. 2237 It^was formerly held that no such limitation could be made, either by deed or will; but a gift for life, or even for a day, carried the whole estate. Fearn., supra ; 1 Pr. Wms. 1, Hyde v. Parrot et al. ; do. 500, Tessin v. Tessin; do. 651, Upwal V. Halsy. The first deviation from that rule was by way of dis- tinction between the gift of the use of a thing, and a gift of the thing itself. Since those decisions the distinction between the use a nd^the thing itself has been laid aside,~an^~argift of the chattellt self, for life, is considered as^^~gift oi_ the use only] Fl^earn. 241. But it is cqn- ten ded" that |hpse_decisions apply only to, executory beques ts by will, or to trusts, and not to cases where the property^ is given immed iately by deed! And i do not know that such aTTimitation by deed has ever been held good in England ; neither do I recollect any modem decision where the contrary has been held. And it now remains for this court to decide whether that distinction, between deeds and wills, is still to be maintained, or whether it is now time to lay aside that distinction also, or rather whether any such distinction has ever prevailed in this State. And I would here remark that the invasion of the common law prin- ciple, in England, has not been by legislative authority, but by the courts alone. And if a gift by will for life conveys nothing but the use, why may not the same words in a deed have the same operation? If the courts have the power in one case to effect such a change, as being more consistent with reason and common-sense, and more con- sistent with the intention of the party, why may they not in the other? I am not, how^ever, friendly to that kind of judicial legislation v/hich authorizes judges to innovate upon an established rule of law because they think it is time that it should be changed. And if I found the cur- rent of decisions running against the principle which I am advocating, I should feel bound to go with them. But I have already remarked that it is a subject on which the late English authorities are almost silent, and on which I think I shall be able to show that I am well sup- ported by the decisions of our own courts. I mean, howe ver, to con- fine my remarks exclusively to the species of property nowMinder cor> Ch. 8) FUTURE INTERESTS IN PERSONAL PROPERTY 177 sid eration. For although, by our law, slaves are considered as personal est ate, yet we have, in various respe CTs. m ade a distinc tion beTw^n that species of property and other personal chattels. The limitation over^of a f eniale^lave has 1)eenlietJ to'cafry with it a limitation over of the offspring born during the life estate, which is not the case with any other animal. The conversion of a female slave to the use of a person, renders the party liable for damages, to the amount of the value of the issue, born during the time of the possession, as well as the value of the mother, contrar}' to the rule in case of female brutes. And in the case of Geiger v. Brown, 2 Strob. Eq. 359 note, decided at our last court, we held that a bequest of a female slave for life, with- out any limitation over, carried only a life estate, and that the slave and her issue, at the termination of the life estate, were unbequeathed as- sets in the hands of the legal representatives, for which the administra- tors might maintain an action. We have thus given to this kind of property attributes of realty which do not belong to other personal chattels. And t o hold it not capable of l i mitation over after a life _es- tate, would be inconsistent with the character which has been ascribed to TTBy^The whole current "of^ouF decisions^ But the^uestion is "not left~to interence^ it is supported by the~^xpress opinions and direct decisions of our courts. In the case of Dott v. Cunnington, 1 Bay, 453, 1 Am. Dec. 624, it is said, "It cannot be denied that in many cases per- sonal chattels or terms for years, may be limited over, either by execu- tory devises, or deeds, as effectually as real estate, if it is not attempted to render them unalienable beyond the duration of lives (in being), or twenty-one years after (see page 456). And although in that case it was held, that the property vested in the first taker, yet it was on the ground that the limitation was too remote, and not that a limitation over after a life estate, was not good. On the contrary, throughout the whole argument of the court it is manifest the limitation over would have been supported, if it had not gone so far as to create a perpetuity. In the case of Stockton v. Martin, 2 Bay, 471, similar language is used. And although in that case, also, it was held that the contingency on which the property was to go was too remote, being after an indefinite failure of issue, yet it was on that ground and on that alone that the limitation was not supported. In the case of Tucker v. Executors of Stevens, 4 Desaus. 532, the question was directly decided. That was a deed of gift of a brother to his sister for life, with a limitation over to such issue as should be living at the time of her death, and the court supported the right of the children under the deed. That was indeed only a circuit decision, and therefore cannot be relied on as a binding authority. But it was the opinion of a very able and learned chancel- lor, whose opinion is always of high authority, and the acquiescence of the counsel is evidence of the prevailing opinion of the bar. We are supported, then, by the opinions of the highest tribunals of the country from the year 1794. And those not expressed as mere speculative and 4 Kales Prop. — 12 178 CLASSIFICATION' OF FUTURE INTERESTS (Part 1 doubtful opinions, but as the settled principles of law. And those suc- cessive opinions, from such sources, for such a length of time, though not expressed in the most solemn form, ought now to be considered as conclusive authority upon this court. I concur therefore in the opinion of the presiding judge on the effect of this deed. I have not entered into the inquiry whether it may not be supported upon some other con- struction. For the view which I have taken of it covers the whole ground, and if correct renders it perfectly immaterial whether it is not susceptible of some other construction which would lead to the same conclusion. I am of opinion that the plaintiffs showed no title in them- selves, and that the nonsuit was properly ordered. The motion must therefore be refused. C01.COCK, J., and Johnson, J., concurred. Motion refused.'' BRUM MET V. BARBER. (Court of Appeals of Sontli Carolina, 1834. 2 Hill, 543.) Trover for negroes. The plaintiff claimed as the son of Spencer Brummet, and tlie defendant as the administratrix of Natlianiel Barber, dec'd. The jury, in a special verdict, found the following facts : That the negroes Sine and Mille, who (with their increase) are the subjects of this action, originally belonged to Spencer Brummet and Daniel Brummet ; that they g ave the negroes to Com fort Perry, their niece ; and, through William Brummet, delivered them to her father, Zadock Perry, who, at the time, si gned the followi n g receipt or acknow ledg- ment i n writing, as containing the terms and Hmitations of the gift: "1 say received of William Brummet, for the use of my daughter Com- fort Perry andnheTieirs^f her body71:wo negro girls, named Sine and Millej burshDiildrlhe^Tatd "X!jDm Tortdie without children to heir the said negroes, then the said negroe s_are to return to the sons of S pencer and Darnel Brummet, and their heirs forever. This 8th day of Jan- uary, 1792. (Signed) Zadock Perry." That Comfort Perry intermarried with Nathaniel Barber, and the negroes in question thereupon went into his possession, on which occa- sion he signed the following instrument, referring to the former receipt "' Accord: McCall v. Lee, 120 111. 261, 11 N. E. 522 (limitations created by a writing not under seal and delivery). See Gray, Rule against Perp. (2d Ed.) §§ 95, 849. Contra: North Carolina: Gray, Rule against Perp. (2d Ed.) §§ 92-94. In that state a grant by deed" of a life interest in a chattel passes the abso- lute property. There can be no reversion and attempted gifts over are void. Gray, Rule against Perp. (2d Ed.) § 92. But even in North Carolina a future limitation after a life estate in chat- tels personal is valid when created by will. The same is true of other Amer- ican jurisdictions: Gray, Rule against Perp. (2d Ed.) fi 88. Ch. 8) FUTURE INTERESTS IN PERSONAL PROPERTY 179 of Zadock Perry, and acknowledging that he took the negroes agree- ably to its terms, to wit : "Received of Zadock Perry two negro women, named Sine and Mille, and their increase, agreeable to a receipt in the hands of Dan- iel and Spencer Brummet, it being in full of all debts and demands of the same, likewise a clear receipt for all dues and demands for my- self, of the above-named Zadock Perry. I say received by me, this 30 December, 1798. (Signed) Nath'l Barber." Comfort Perry (then Mrs. Barber) died in 1829 without issue, hav- ing borne a child who died before her death. The negroes afterwards continued in the possession of Nath'l Barber until his death, when they passed into the hands of the present defendant, his widow and adminis- tratrix, who holds and claims them in right of her intestate. Daniel Brummet died without issue, and Spencer Brummet died leaving the plaintiff, his only son, who claims under the limitation over on the gift to Comfort Perry. If the court should be of opinion, from these facts, that the plaintiff is entitled to recover, the jury find for the plaintiff eight thousand five hundred dollars ; but if the court should hold other- wise, they find for the defendant. The presiding judge ordered the postea to be delivered to the de- fendant. The plaintiff appealed, and moved to reverse the decision of the Cir- cuit Court, and for leave to enter judgment for the plaintiff', on the ground : That upon the proper construction of the instruments in writ- ing, connected with the facts found by the jury, the conditions and limitations therein expressed are valid and effectual, and the plaintiff entitled to recover. The defendant also appealed, and moved for a nonsuit or a new trial, on the grounds : 1. That the receipt signed by Zadock Perry was improperly received in evidence. 2. That the finding of the jury that the negroes belonged to Spencer and Daniel Brummet was without evidence. 3. That the limitation condition, or trust of the gift, was by parol, and cannot, therefore, be sustained. O'Neall, J. In this case several questions are made on the appeal by both the plaintiff and the defendant. Those made by the latter are precedent to the main question involving the plaintiff's right to recover. They will be first considered. 1. It is contended that the paper signed by Zadock Perry, and con- taining the terms on which he received the slaves from the Brummets, for the use of Comfort Perry, was improperly received in evidence. Regarding Zadock Perry as the bailee or trustee of the property for Comfort Perry and the other parties entitled to take under the bail- ment or trust, there can be no doubt that the paper is properly in evidence. It is, indeed, the evidence of the bailment made or trust 180 CLASSIFICATION OF FUTURE INTERESTS (Part 1 created. For it is the undertaking of the bailee or trustee to deliver over the property to the uses which the bailors or donors directed when they put it into his possession. But if there could be any doubt about the matter after this illustra- tion of it, still, in another point of view, it would be removed. The verdict of the jury has found the fact that Nathaniel Barber, the hus- band of Comfort Perr}'^, and the intestate of the defendant, when he received the possession of the said property from Zadock Perry, "exe- cuted the paper signed N. Barber, bearing date 30th December, 1798, referring to the former receipt of Zadock Perry, and acknowledging that he received the negroes agreeable to that receipt." This made the paper signed by Zadock Perry the same as if it had been signed by Nathaniel Barber ; and it is, hence, his admission of tlie- manner in which he held possession of the said slaves. In this point of view, it is perfectly clear that it was properly admitted to be read in evidence on the trial of this cause. 2. It is supposed that the jury improperly found the said slaves to have been the property of Spencer and Daniel Brummet, the supposed donors. The fact, that Zadock Perry received from William Brummet the negroes for the use of his daughter, and the heirs of her body ; but if she should die without children, then that they were to return to the sons of Spencer and Daniel Brummet, goes, in itself, very far to show that Spencer and Daniel were the owners and donors. For the words "to return" mean, in ordinary acceptation, to go back ; as used in this paper, they would fairly mean and imply, that if the donee and her descendants could not enjoy the property, then that it should go back to a part of the family of the persons from whom it came. When the receipts of Perry and Barber are connected with the testimony of Mrs. Gregory, they abundantly sustain the verdict in this behalf. 3. It is urged by the defendant_t hat a limitation over in per sonalty ca nnotbe~created by^aj writing noT under seal. To meet this objection fairly, this case ought to be considered in two different points of view: 1st, as a trust in chattels personal; 2d, as a direct gift. Upon examining the case in the first point of view, there seems to be n otjmig to prevent a trust in personalty from being created by pa rol, ei ther Ivritten or unwritten. The 7th and 8th sections of the Statute of Frauds ahd Perjuries require all declarations or creations of trusts or confidences, in lands, tenements, or hereditaments (except implied or constructive trusts), to be in writing, signed by the party, who is, by law, enabled to declare such trust, or by his last will in writing. P. L. 83. This provision applies altogether to land, leaving personal property still, as at common law; but it is useful to see that even in real estate, and by Statute, it is not necessary to declare or create a trust, that the same should be declared or created by deed. What is a trust in personalty at common law ? It is a mere bailment, the de- livery of a thing to one person, on the confidence that he would de- Ch. 8). FUTURE INTERESTS IX PERSONAL PROPERTY 181 liver it to another. The ilhistrations of the principle established in Jones V. Cole, 2 Bailey, 332, show that this is the correct notion of a trust in personal property. This being so, it may be created by any words or acts which show that the party in possession received it for another; or for himself and another together; or for himself for his own life, or the life of another, and then that it go over in remain- der or reversion. Each of these cases, as well as all other cases of qualified interests in personal property in possession, are, most gener- ally, nothing more than legal trusts, or, as they are more technically termed, bailments. These arise from the fact that the possession is fiduciary, and not in one's own right. That parol is competent to qualify possession, has never been doubted. But to show the admissi- bility of mere word of mouth, to make out a trust, in personal proper- ty, to the satisfaction of every one, let us state a plain and common case. A. is in the possession of goods, which he verbally admits he is en- titled to hold only for his own life, and then that they are to go over to B. or to return to the donor C. Who would doubt that on proof of such an admission, B. or C. (as the case might be), would be entitled, after the termination of A.'s life estate, to recover against his personal representatives, who might be in possession of the goods? Why is this so? Because his admission shows that his right of property ex- tended only during his own life, and this being consistent with his pos- session, the latter could confer no higher or greater right ; and that thus being a tenant for life, in possession, acknowledging the remainder or reversion, he is a trustee for the preservation of the same. In the case under examination, connect Zadock Perry's receipt with Nathaniel Barber's (which is the true position of the case), and divest it, for the present, of the question as to the validity of the limitation over, and a plain acknowledgment, on the part of Nathaniel Barber, is made out, that he held the negroes absolutely, if his wife Comfort should die leaving children ; but if she should die without having chil- dren, then that the negroes should go over to the sons of Spencer and Daniel Brummet. This is not a covenant to stand seised to uses, which, as is very properly said in Porter v. Ingram, 4 ]\rCord, 201, appHes altogether to real estate ; but it is an acknowledgment that Nathaniel Barber is in possession, on the trust and confidence, that on the death of his wife without children, he would deliver over the slaves to the re- maindermen, or, as it really turned out, to the remainderman the plain- tiff. There is nothing to prevent such a future expectancy, by way of trust, from being created by any instrument of writing. For in Powell V. Brown, 1 Bailey, 100, it was held that a future interest in a chattel personal might be created or reserved, by way of remainder or rever- sion by deed. Let it be borne in mind, that to pass personal property, a deed is not necessar}^; that it was the nature of the thing itself, its perishableness, which at common law originally forbade an estate in remainder or in reversion in it. This ancient and strict notion of the 182 CLASSIFICATION OF FUTURE INTERESTS (Part 1 common law having given way to the change in the value and nature of personal property, such an interest is now permitted to be raised and to exist; and it follows, that if it can be created or reserved by deed, which never was essential to the transmission of personal prop- erty, it may be in any other way in which personalty may be passed from one person to another, as by delivery of possession according to mere w^ord of mouth, or any written instrument defining the interest to be taken and enjoyed therein. If, however^ in this c ase, we di scard all the doctrine in relation to tru^ts^of personal jyojDertyj^and consider it as a gift7 evidence(l"^bv the ad mission of Barber, properly inf erredT fr om his receipt in connect ion with and explainedby^that of ZadodT Perry, I thi nk the limitation over , created by a parol instrument of writing, is good, as between the plain- tifiFT^the^remamderman, and~the defendant, the" widow of Nathaniel Barber, the tenant per auter vie. It seems jto^ be clear that anything which will be good and effectual in law to pass personal property must be equally so to limit it ; and this I take to be the settled principle, prqpert}rdeducible fronTthe case of Dupree v. Harrington, and Reeves V. Harris. In Dupree v, Harrington, Harp. 391, it was held, that a written stipulation in a note given for the purchase of a mare, "that the mare should remain the property of the vendor until half the price was paid," was good and valid ; and that the property remained in the vendor, notwithstanding the possession was in the vendee, until the condition was complied with. If, by writing, the right of property may be re- tained after the vendor has delivered possession of personal property, it would seem to follow that the owner of it might, at the time he parts with the possession, create or reserve, by writing, any future interest which was not too remote. In Reeves v. Harris, 1 Bailey, 563, a verbal condition on the sale of a horse, that he should still remain the property of the vendor, until the price was paid, notwithstanding the vendor delivered the possession to the vendee, was held to be legal even against a creditor. As between the vendor and a creditor, that case is, I think, an anomalous and un- sound authority. For in Dupree v. Harrington, on the authority of which it professes to be decided, the question was between the vendor and the administrator of the purchaser. So far, between the parties, the principle of both cases is right ; as between them any conditions which enter into their contract, either verbally or in writing, must be binding. So, too, in a gift of personalty : the donor may, in writing or verbally, annex any conditions he pleases, provided they be not in other respects contrary to law ; and if the donee accept the gift under such conditions, he will be bound by them. 4. This brings up for consideration the limitation itself in the paper made by Zadock Perry, and adopted by Nathaniel Barber, the defend- Ch. 8) FUTURE INTERESTS IN PERSONAL PROPERTY 183 ant's intestate. I s it too renTo te?__IjLh[nl;e may be, means primarily those who answer that description at the testator's death. Doe dem. Pilkington v. Spratt, 5 Barn. & Adol. 731 ; AMiall v. Converse, 146 Mass. .345, 15 N. E. 660. In the latter case Holmes. .!., said (146 Mass. 348. 15 N. E. 662): "The general rule is settled that, in case of an ultimate limitation like that of the fund in ques- tion to the testator's heirs at law, the persons to take are those who answer the description at the time of the testator's death. Dove v. Torr, 128 Mass. 38. 40. Minot v. Tappan. 122 Mass. 535, 537. Abbott v. Bradstreet, 3 Allen [Mass.] 587. The reasons for this rule are, that the words cannot be used properly to designate anybody else; that such a mode of ascertaining the beneficiary implies that the testator has exhausted his specific wishes by the previous limitations, and is content thereafter to let the law take its course ; and, perhaps, that the law leans toward a construction which vests the in- terest at the earliest moment, 'j-here is nothing to take this case out of the general rule, and it requires no discussion beyond what will be found in the decisions cited." In Smith v. Winsor, 239 111. 567, 88 N. E. 482, interests were devised by a husband to his wife for life, with a remainder to the testator's heirs at law. By the third clause of his will the testator "in case his wife survived him'' devised to his wife for life and then to the testator's heirs at law. By the fourth clause he provided in the alternative "in case my wife shall not sur- vive me," then to the testator's heirs at law. "Heirs at law" in the fourth clause necessarily excluded the wife. "Heirs at law" meant the same thing in the third clause that it did in the fourth and therefore it excluded the wife in the third clause. See also, Sears v. Russell, 8 Gray (Mass.) 86. Note on the Meaning of Hetks at Daw of the Testator in a Gift to Such Heirs Where the Subject of the Gift is Personal Property Alone, OB a Mixed Fund of Real and Per.sonal Property. — Where personal prop- erty alone is bequeathed to heirs at law, those take who are entitled to per- sonalty on an intestacy. Alexander v. Masonic Aid Assn., 126 111. 558. 18 N E. 556, 2 D. R. A. 161 ; Clay v. Clay, 63 Ky. (2 Duv.) 295 ; Lawton v. Corlies.' 127 X. Y. 100, 27 N. E. 847 : Ashton's Estate, 134 Pa. .'JOO, 19 Atl. 699 ; Kendall V. Gleason, 152 Mass. 457, 25 N. E. 838, 9 L. R. A. 509. AVhere a blended fund of real and personal proi>erty is devised to the trus- tee's "heirs," heirs has that meaning as to the whole fund which it has when applied to real estate alone. Allison v. Allison, 101 Ya. 537, 44 S. E. 904, 63 L. R. A. 920 ; Commonwealth v. Crowley, 167 Mass. 434, 45 X. E. 760 ; Heard v. Read, 169 Mass. 216, 47 X. E. 778 ; Sehouler on Wills (5th Ed.) §§ 522, 547 ; 2 Jarmau on Wills (5th Am. Ed.) *62, *82. But see Rawson v. Rawson, 52 111. 62. 4 Kaxes Prop. — 13 194 CONSTRUCTION OF LIMITATIONS (Part 2 children of his said daughter, at their respective ages of twenty-four years, with maintenance in the meantime ; after which the will proceed- ed as follows : — "If at the death of my said daughter she should leave no child or children living, or in the event of such child or children dying under twenty-four, then I direct my trustees to sell the said principal fund, and to pay thereout to my son-in-law J. G. Christian, and my grandson G. T. Rowland £500 each, if they should severally be alive at that time ; and all the rest and residue of the said principal fund, with the interest and dividends, I give and bequeath to and amongst my heirs-at-law, share and share alike." In a subsequent passage of the will the testator gave the residue of his property to his daughter Anna Maria Slater by name. Anna Maria Slater was the only surviving child of the testator at the date of his w'ill, and she was also his sole heiress-at-law, and next of kin at the time of his death. Upon her death, in the year 1844, with- out having married, the heirs-at-law of the testator were Philip Slater Fall and Isaac Hodgson Wilson, two of his great-nephews, grand-chil- dren of his two sisters ; and his next of kin at the same time was Je- mima Brune, a daughter of one of those sisters. On the death of Anna Maria Slater, the principal fund set apart to answer the annuities, consisting of about £20,000 stock, was contested between three parties, the personal representative of Anna Maria, as the sole heiress-at-law and next of kin of the testator at the time of his death; Fall and Wilson, as his co-heirs-at-law at the death of Anna Maria; and Jemima Brune, as his sole next of kin at the same period. The Vice-Chancellor of England having decided in favor of the first, the other two parties presented separate appeals, \vhich came on to be argued together. The Lord Chancellor [Lord Cottknham]. If Holloway v. Holloway, 5 Ves. 399, lays down the rule correctly, there can be no doubt of its governing this case. In that case, as in this, the testator had a daughter, to whom he gave the interest, for life, of a sum of money which he directed should be taken out of his general estate and invested. In that case, as in this, after the daughter's death, her chil- dren, if any should be living at the time of her death, were to have the fund, and if she left no children, part of the fund in Holloway v. Hol- low^ay was to be held in trust for the personal representative of the daughter; and the remainder of the fund in trust for such person or persons as should be the testator's heir or heirs-at-law. In the present case, in the event of the daughter not leaving children the trustees were then, that is in that event, to sell the trust-monies, and to pay thereout to two other persons a certain part, if they should be severally living at that time ; and then follow these words : "All the rest and residue of the said principal trust-monies, with the interest, increase, and divi- dends, I give and bequeath to and amongst my heirs-at-law, share and share alike ;" and in a subsequent part of his will, he gave all the residue of his property to his daughter by name. Ch. 2) MEANING OF HEIRS 195 In both cases the word "then" is to be found ; but in both it refers to the event and not to the time. In Holloway v. Holloway, the part of the fund to be separated from the rest was, in the event of the daughter not leaving children, to be her's absolutely ; and the gift to the heirs is of the remainder of the fund ; whereas, in the present case, if the persons to whom part of the fund was given did not survive the daugh- ter, the gift to them was not to take effect; in which case, therefore, such part continued a constituent part of the fund, and would pass with it to the heirs. In Holloway v. Holloway, the trust for the heirs is, "for such person or persons as shall be my heir or heirs-at-law," there being, at the testator's death, three daughters his co-heirs-at-law and next of kin; and the word "shall" seemed to describe persons who should be found to the heirs at a future time. In this case, there being but one heir and next of kin, the testator gives "to his heirs-at-law share and share alike." He uses the plural, although there was but one : in Holloway v. Holloway he uses the singular, although there were three heirs. In Holloway v. Holloway the testator describes the duty of the trustees to arise upon the death of the daughter without issue. In the present case, after prescribing their duty as to the portion of the fund to be separated and paid to other persons, he makes a new and distinct gift to the heirs : "All the rest and residue of the said trust-monies I give and bequeath amongst my heirs-at-law, share and share alike." Having in view a provision for certain persons not to be permanent ex- cept in particular events, he no longer declares any trust of the fund so appropriated, but, in effect, lets it fall into the residue of his estate by giving the fund subject to such prior gift to "his heirs," who, being his daughter, was his general residuar}^ legatee. In all the particulars in which the two cases differ, the differences are in favor of~tIie claim oF"the tuturej ieir m Holloway v. Hollowav ; but" IvOrd Alvanley actmg u pon "tHeauthority of many earlier cas e s , held that the heirs at the "5e ath were the parties describe^ d. Such, he said, was the intendment ot the law, and such must be understood to be the meaning of the words, unless by the context or express words they plainly appear to be intended otherwise, of which he did not find suffi- cient proof in that will. But if Lord Alvanley could not find such proo f in that case, I certainly canriot hn d it in this, thinking, as I do. that there was mucti more ot~evidence tending to that proof iirthat case fhah there is m this. There is, indeed, nothing of such tendency in this case, except tUe description of heir in the plural. I have already ob- served, that there was a similar inadaptation of the expressions used to the state of the family in Holloway v. Holloway ; but in the present case there is, I think, a veiy obvious solution of the apparent incon- sistencies. Suppose a testator, after making all such provisions as he was anx- ious about, finds that in certain events all these provisions might fail, and having no other object in view, might naturally wish that the law, 196 CONSTRUCTION OF LIMITATIONS (Part 2 with respect to the disposition of his property, should take its course. If he so expressed his wish, his heir or next of kin would take in the event of the provisions failing ; but as that might not take place until some distant period, it would be uncertain who would, at such time, stand in the place of such heirs ; and the testator might therefore very naturally express such a wish in the terms used in this will ; and it is not at all inconsistent with such an expression as to a future and con- tingent interest, that he should give the residue of his property, being a direct gift, to his daughter by name; or he might have contemplated the possibility of his daughter's death in his own lifetime. Since Holloway v. Holloway several cases have occurred, and par- ticularly Jones V. Colbeck, 8 Ves. 38, and Miller v. Eaton, Sir Geo. Cooper, 272, which, it might have been supposed, would have received a decision different from that which Sir W. Grant pronounced upon the authority of Holloway v. Holloway ; but in none of those cases do I find any disapprobation expressed at that decision, or any intention entertained of overruling it; but in all, distinctions are taken, which, whether tenable or not, leave that authority untouched : yet in none of these is the claim of the heir at the death supported by circumstances so strong as are to be found in the present case. T here is, I think, no ground for the claim of the heir or next of kin to the exclustmr-gf' the daughter ;'~ arKi~slie fillih g the~ctTaracters~Both of ITeTr and next of km^ no""q[uesrion arise ^as~td wKetHer s he_took the fund in tlie"one~cliaracte r or in t hfi-Qther ; I therefore think the decree righlrrand thaf^e appeals must be dismissed with costs.^ 2 Accord: Bird v. Luckie, 8 Hare, 301 ; Eawlinson v. Wass. 9 Hare, 673; Wrightson v. Macaiilay, 14 Meeson & W. 214 ; In re Frith ; Hindson v. Wood, 85 L. T. R. 45.5 ; Rand v. Butler, 48 Conn. 293 ; Stokes v. Van AVyck, 83 Va. 724, 3 S. E. 387. Contra: Pinkham v. Blair, 57 N. H. 226 (1876); Johnson v. Askey, 190 111. 58, 60 N. E. 76 ; Bond v. Moore, 236 111. 576, 86 N. E. 386, 19 L. R. A. (N. S.) 540 ; Farso v. Miller, 150 Mass. 225, 22 N. E. 1003, 5 L. R. A. 690 ; Heard v. Read, 169 Mass. 216, 47 N. E. 778; Delaney v. McCormack, 88 N. Y. 174; Tyler v. Theilig, 124 Oa. 204, 52 S. E. 606. Suppose, after an absolute interest to A., there is a gift over to the testator's heirs. Welch v. Brimmer, 109 Mass. 204, 47 N. E. 699 (1S97) ; Doe v. Frost, 3 Barn. & Aid. 546 ; De Wolf v. Middleton, 18 R. I. 810, 26 Atl. 44, 31 Atl. 271, 31 L. R. A. 146 ; Burton v. Gagnon, 180 111. 345, 54 N. E. 279. Ch. 3) "survivor" construed vs. "other" 197 CHAPTER III "SURVIVOR" CONSTRUED vs. "OTHER" HARMAN V. DICKENSON. (Court of Chancery, 17S1. 1 Brown, Ch. Cas. 91.) A bequest to two daughters of the testator, and if one should die without issue, then to the surviving daughter and her issue. One of the daughters married and died, leaving issue ; then the unmarried daughter died. Lord Chancellor [Thurlow] held that the money went to the issue of the married daughter, although she did not survive her sister.^ 1 The statement of this case is so very short and inaccurate, that it seems to require to be entirely new modelled. An exposition of it, therefore, from the Registrar's book, may be desirable: The testator vested a sum of £10,000 New South Sea Annuities in trustees^, with directions to suffer each of his tw o grandd ajj^hters^ A. and B., to re- ceive the dividen ds and lut>'resr"to Ul'ise on £ouOO part thereof, for her sep- arate use; and, atter_thel clccease of each of such granddaughte rs, and when and as each of them should hapi>en to die, to transfer and assign £5000 part of the said £10,000 New South Sea Annuities, u nto and amon g such one or mjoreof the children of each granddaughte r so happening to die, who should be~TTviug"anier decease, in such sharesT^c, as his said granddaughter so dying should direct, &c. ; and in default thereof, then in trust to assign, transfer, pay, and dispose of the said £5000 and the dividends thereof, unto or equally among all and every the children of his granddaughters so dying, which should be living at her decease, in equal proportions, «S:c. ; the shares to be transferred to them at twenty-one, and the interest, in the meantime, for their maintenance; but in case either of his gr anddaughters s hould die w ithout leavin g issue, or that sucn issiie^ should all die before their shares should become transferable respectively as aforesaid, then the £5000 so in- tended for the children of such granddaughters so dying without issue, or failing issue as aforesaid, and the dividends thereof should go and be paid, and transferred, &c., in manner following, viz., the yearly dividends to suc h i^ar viving granddaughter fo r_her_ own use for life, and thepriucipal to go, survive anti accrue, and De transferred to the child or children of any_of such sur vivi ng granddaught ers, in the same manner, &c., and subject to suT-h pow- er of 'dlhiLiibuliuu us were thereinbefore mentioned, concerning his or their original share of the £10.000 New South Sea Annuities intended for him, her, or them, after the decease of his, her, or their parents. And in case of the d eath of both his said granddaughters, . withjo ut leaving issue of their or ner bodies, or the deatn ot sucn issue betore their share should become payable, that then the trustees should transfer the said £10,000 untd, and ectually be- tween two of his tefetator's grandsons, therein named. A., one of the granddaughters, married, and died in her sister's lifetime, leaving issue; then B., the other granddaughter, died unmarried. The bill was filed on behalf of the infant children of A. The Lord Chancellor held, on the clear manifest intention, that the whole fund went to the issue of A., the married daughter, although she did not survive her sister ; and declared that the plaintiffs, the infants, were entitled to the two sums of £5000 and £5000, New South Sea Annuities, subject to the contingencies in the will of the testator concerning the same. — Belt. Accord: (1) Where life interests are given to several with a remainder to the issue of each tenant for life, with a gift over on the death of any tenant 198 CONSTRUCTION OF LIMITATIONS (Part 2 HARRISON V. HARRISON. (Chancery Division, 1901. [1901] 2 Ch. 136.) This was a petition by the now sole trustee of the will and seven codicils of Benson Harrison, the testator in this cause, who died in November, 1863. The object of the petition was to obtain the judg- ment of the court as to who, upon the proper construction of the will and codicils, became entitled on the recent death of Benson Harrison, a son of the testator, to a share of personal estate in which Benson Har- rison was entitled to a life interest. The testator had three sons, Matthew Benson Harrison, Words- worth Harrison, and Benson Harrison, and two daughters, Mrs. Dob- son and Mrs. Bollard, who all survived him. The testator bequeathed his eight and a half sixteenth shares in the business of Harrison, Ainslie & Co. from the 1st day of January, 1864, upon trust to carry on the business in conjunction with the other part- ners, and stand possessed of three and a half of the shares upon trust, subject to the deduction of a sum of i250 a year during the life of his son Matthew Benson Harrison, to pay the whole or any part of the for life without issue to the surviving tenants for life for their lives, and then to their issue with an ultimate gift over if all the tenants for life die with- out issue. Cases where realty involved: Cole v. Sewell, 4 D. & War. 1; 2 H. L. 186; Askew v. Askew, 57 K J. Ch. 629. Cases where personalty in- volved: Lowe V. Land, 1 Jur. 377; In re Keep's Will, 32 Beav. 122; Badger V. Gregory, 8 Eq. 78; Waite v. Littlewood, 8 Ch. 70; Wake v. Varah, 2 Ch.- Div. 348 ; Garland v. Smyth [1904] 1 Ir. 35 ; Cooper v. Cooper, 7 Houst. (Del.) 488, 31 Atl. 1043. (2) Where life interests are given to several with a remainder to the issue of each tenant for life, with a gift over on the death of any tenant for life without issue, to the surviving tenants for life in like manner as the original shares are given, with an ultimate gift over if all the tenants for life die without issue. Cases where real estate involved: In re Tharp's Estate, 1 De J. & S. 453 ; In re Row's Estate. 43 L. J. Ch. 347. Cases where personal- ty involved: Holland v. Alsop, 29 Beav. 498; Hurry v. Morgan, 3 Eq. 152; In re Palmer's Trusts, 19 Eq. 320 (ultimate gift over not mentioned). In Waite v. Littlewood, L. R. 8 Ch. 70, 73 (1872), supra, Selborne, L. C, said: "I do not entirely assent to language which is to he found pen'ading almost all the cases upon questions of this kind, that the question is whether the word 'survivor' is to be read 'other.' I think there is certainly a very strong probability that any one using the word 'survivor' does not precisely mean 'other' by it, but has in his mind some idea of survivorship; and if the question is simply whether yon are to turn it into 'other,' and say it is used merely by mistake for the word 'other,' which is the true word to express the testator's meaning, there is undoubtedly a strong onus probandi cast upon any one who would do that violence to the literal meaning of the word. It would be a strange thing to liold that so many testators were in the habit of using the word 'survivor' when they simply meant 'other.' Generally speak- ing, a reason of some kind will Ije found for the use of the word 'survivor' where it occurs, though it may very possibly be, and often in these cases is, an imperfect expression, not expressing completely and exhaustively the whole intention. If no such explanation can be suggested, it is a strong argu- ment against any construction that would reject the word in its proi)er and primary meaning altogether, and substitute a word which has a different meaning." Ch. 3) "survivor" construed vs. "other" 199 income and accumulations of income to Matt h ew Benson Harrison d uring hi s life at their discretion, and af ter his decease to hold the three an d a half sh ares^arid^acc umulations of proceeds on th ejxusta.id££lared for the children and remoter issue of the testator's son M atthew Ben^ son .Harnson (such issiie to be born in his lifetime). The testator by his will settled in the same way three shares (altered by codicil to two shares) in the business on his son Wordsworth Harri- son, and the other two shares (altered by codicil to three shares) on his son Benson Harrison. After these gifts the will proceeded : "And in case any of them the ^aid Matthew Benson Harrison, Wordsworth Harrison, and Ben- sorLHarri son res pect ively shaircHeTarid^ i o'chlld^or other issue of such of them so dying shall acquire a vested in terest in t he shares iier£r by set tled up on_ them respectively under the trusts or powers afore- sai^, r direct that the_re spectiv £^sli ares o i_^uch— oi^ my sa id sons a s sh all so die, or so much t hereof as s liall not have been applied under the_ j)owers herein containe d, and the annual income thereof, shall be held for th e benefit of the, survivors or surviv or of theiTLjriy_sn.jd sons an ^their or his respective issue, in equal shares upon such and the like trusts, and to and for such and the like interests and purposes, and with, under, and subject to such and the like powers, provisos, and declarations as are herein declared with respect to their respective original share or shares." The testator by his will also settled pecuniary legacies and one- third of his residue (altered by codicil to one-third of his ultimate res- idue) upon each of his three sons and their issue by reference to the settlements of the shares of his business, with gifts over in the case of the death of each son without issue who should take a vested interest in favor of the survivors or survivor and their issue. The legacy in favor of Benson Harrison and his issue was in the following terms : "And as to the sum of £26,000, the remaining part of the said sum of i66,000, and also as to one other third part of the ultimate residue of my said personal estate, I direct my said trustees or trustee for the time being to stand possessed thereof for the like interests and purposes and with the like powers in favor or for the benefit of my said son Benson Harrison and his children and other issue (such issue to be born in his lifetime), and with the like discretionary powers as to the pay- ment of the interest or other annual produce thereof to my said son Benson Harrison during his life as are hereinbefore declared with re- spect to the shares in my said partnership businesses hereby .settled upon him and them ; and in case no child or other issue of my said son Benson Harrison shall acquire a vested interest in the said sum of £26,000 and his said share in my residuary personal estate under the trusts or powers hereinbefore contained or referred to, I direct that the same or so much thereof as shall not be applied under the said pow- ers and the annual income thereof shall be held in trust for my sur- viving sons in equal proportions, upon the like trusts and for the like 200 CONSTRUCTION OF LIMITATIONS (Part 2 intents and purposes, with the Hke powers, in favor of my said sons and their children or other issue, and with the hke discretionary pow- ers as to the payment of the interest or other annual produce thereof to them during their respective lives as hereinbefore declared with re- spect to their respective original shares in the said sum of £66,000 and in the residue of my said personal estate." There was no gift over in case all the sons died and had no issue who attained vested interests. The testator's sons Matthew Benson Harrison and Wordsworth Har- rison both died in the lifetime of their brother Benson Harrison, and left issue who took vested interests in their settled shares of the busi- nesses and residue. Benson Harrison, the son, never had a child: he was now dead. The question raised on this petition was whether his share accrued to the shares of the issue of his deceased brothers, or whether there was an intestacy. CozEns-Hardy, J, This petition involves the construction of the will and codicils of Benson Harrison, who died in 1863. He had three sons: (1) Matthew Benson Harrison, who died in January, 1879, having had three children; (2) Wordsworth Harrison, who died in June, 1889, having had five children; and (3) Benson Harrison the younger, who died in November, 1900, without issue. Under these cir- cumstances the question arises who are entitled to a share in the testa- tor's business which the son Benson enjoyed during his life, and also who are entitled to a share in the residue which he likewise enjoyed for life. [His Lordship read the material parts of the will, and con- tinued:] Now, it will be observed that there is no gift ove r on death of all th ree sons witho ut issue, either as to t he bu siness or ~as~to the residue. On beh alf of the clTiTdren of M atthew Benson and Wordsworth, it has "EeeiTargued that th^y t ake althougE" their parents did not survive Benson. This cont ention is bas^dTayo^n "tEe"^rouhd" that thefe~is suffi- clent matter in^this will to justify the court in readThg^"surviving" as meaning "other," or (b) on the ground that "surviving" has the mean - in g'oT^Wrpital" sur vivorship, oT_(c)_on the ground that as a mat ter of con struction the gifts are_ to the surviving _son s for li fe_and~to the children or issue of the sons whether such sons survive or not. ~ On behalf of theHex't ofTdrTiFhas been^argued~^cI7tHafTliere is no justification for departing from the plain meaning of the language used, and that there is no gift except to the children or issue of sons who survived. Reading the will without reference to authorities, I think iLis__rea- sonably clear that tlie_only_chi]dren_o^jssue who can take Benson's share are'cTiiTdr e n or iss ue_of^ such of his Two brot hers as" mig ht sur- vive hj m, and that, as neither of the two brothers_sur vived hiniTHier e a re no chil dre n or issue who can tak e. It is not for me to guess wheth- er this is what the testator would have desired. My duty is to construe the language he has used. Ch. 3) "sukvivor" construed vs. "other" 201 But in a will of this nature it is not possible wholly to disregard prior decisions so far as they lay down principles, and my attention has been called, and properly called, to a great many authorities. I do not pro- pose to discuss them at length, more particularly as the wit of man cannot reconcile them all. It is sufficient for me to say that I cannot adopt the view that "surviving" means "other," or means "surviving in person or in descendants," without running counter to Beckwith v. Beckwith, 46 L. J. (Ch.) 97; 25 W. R. 282, Lucena v. Lucena, 7 Ch. D. 255; In re Horner's Estate (1881) 19 Ch. D. 186, and In re Benn, 29 Ch. D. 839, three of which are decisions of the Court of Appeal. 1 cannot, however, pass over so lightly that which I have called the third argument on the part of the children. It is supported by, if not based upon, the considered judgment of Kay, J., in In re Bow- roaiL. 41 Ch. D. 531. After dealing with the particular will before him, the learned judge lays down three propositions as correctly sum- ming up the law in cases of this nature : "It seems to me that the decisions establish the following propo- sitions : "Where the gif t is to A., B., a nd C, equally for their respective i lives, and attei ^the death of an y to his children, but il" any die withou t chil dren~to the survivors for IJTe witl i r emainder to their childr en, only c hildren of survivors can take under the gift over. ^T Tlo similar w ords there is added a limitation over if all the ten- ^ ants for life die without children, then th e chil dren of a predeceased te^ iant for life participate in the share of one wlio dies without chil- dren after their parent. ,- "They_also_participate^although the re is j io general gift ove r, where 5 i '^ ^^ ^^ the li mitations are to A., B., a nd C. equally for their respective lives, /Lj; c^-^^l. 1 and a Tter the d eath qf^any to^hTs children, andTiFa ny die witTiout chil- "^ dren to the surviving te nants for li fe and tl iei^j'es^ective-c hildrpn, ip the same manner as theironginalshares." OftlTese three pro"positions the tirst and second seem to be well es- tablished, and I adopt them without hesitation. The third propo- sition, which covers the present case, has caused me considerable diffi- culty. Kay, J., has stated this proposition as the result of the authori- ties, and it is necessary to consider how far the authorities cited bear out this view and how far those authorities have been overruled. They are Hodge v. Foot, 34 Beav. 349, In re Arnold's Trusts (1870) L. R. 10 Eq. 252, and In re Walker's Estate, 12 Ch. D. 205.- Now, in Hodge v. Foot, 34 Beav. 349, Sir John Romilly proceeded partly upon the "scope and object" of the will, and the circumstance that an intestacy would result unless "surviving" was read as "other." It must, I think, be admitted that those reasons cannot now be accept- 2 See also Balch v. Pickering, 154 Mass. 363, 2S N. E. 203, 14 L. R. A. 125 ; Fox's Estate. 222 Pa. lOS, 70 Atl. 954; Carter v. Bloodgood's Exr's, 3 Sandf. Ch. (N. Y.) 293. 202 CONSTRUCTION OF LIMITATIONS (Part 2 ed: see the observation of Fry, L. J., in In re Benn, 29 Ch. D. 842. Sir John Romilly also reHed upon Harman v. Dickenson (1781) 1 Bro. C. C. 91, where, however, there was a general gift over such as would bring the case within Kay, J.'s second proposition, and upon Hawkins V. Hamerton, 16 Sim. 410. In that case Shadwell, V. C, did not lay down any general principle. There was an express direction that "after the decease of my said son and daughters, then I will and direct that the whole of such residue * * * shall be paid and divided amongst all and every the children of my said son and daughters in equal parts." The class was not limited to children of such of the son and daughters as should survive the wife. And the subsequent, and apparently unnecessary, clause, that in case any of the son and daugh- ters should die without leaving issue, then the share given to him, her, or them so dying should go and be divided "amongst the survivor or survivors of my said children and their issue in the like equal parts, shares and proportions" was construed so as to make it consistent with the former gift. This is the view taken of that case by Wood, V. C, in In re Corbett's Trusts, Joh. 591. In In re Arnold's Trusts, h- R. 10 Eq. 252, Malins, V. C, proceed- ed upon a view which has since been distinctly repudiated by the Court of Appeal. I may refer to Wake v. Varah, 2 Ch. D. 348. I think In re Arnold's Trusts, L. R. 10 Eq. 252, cannot be regarded as a binding authority : see the observation of Lindley, L. J., in In re Benn, 29 Ch. D. 841. In re Walker's Estate, 12 Ch. D. 205, was a decision of Hall, V. C. ; but in the subsequent case of In re Horner's Estate, 19 Ch. D. 186, the Vice-Chancellor in effect said (Ibid. 191) that his earlier deci- sion could not be supported having regard to B^ckwith v. Beckwith, 46 L. J. (Ch.) 97, 25 W. R. 282. It is, I think, not incorrect to say that not one of the three decisions relied upon by Kay, J., as warrant- ing his third proposition can now be regarded as satisfactory, or as laying down any principle which a judge of co-ordinate jurisdiction ought to follow. Against these decisions there is a considerable body of authority. I refer especially to Milsom v. Awdry, 5 Ves. 465, 5 R. R. 102. There there was a residuary bequest to the testator's nephews and nieces equally per stirpes for their lives, and after the death of either of his said nephews and nieces his or her share to be paid equally unto and among his or her children. And if any of his said nephews and nieces should die without leaving any child, then the share or shares of him, her, or them so dying "should go to and among the survivors or sur- vivor of them in manner aforesaid." The Master of the Rolls held that the words "in manner aforesaid" meant in the same manner as the original share — namely, for life only, and that the share of each, both original and accruing, went to the children, if any. This seems to be precisely the case contemplated by Jay, J., third proposition. But the Master of the Rolls held that on the death of the last nephew without Ch. 3) "survivor" construed vs. "other" 203 issue there would be an intestacy, although there were children of de- ceased nephews and nieces. Milsom v. Awdry, 5 Ves. 465, 5 R. R. 102, was approved by Wood, V. C, in In re Corbett's Trusts, Joh. 591, which is indeed a strong decision in the same sense. It is true that Malins, V. C, in In re Arnold's Trusts, L. R. 10 Eq. 252, 256, said he was satisfied that Milsom v. Awdry, 5 Ves. 465, 5 R. R. 102, was "contrary to a long line of subsequent authorities, and that it is no lon- ger a binding authority." But for the reasons above stated, and hav- ing regard to the judgments of the Court of Appeal, I am not able to accept this view. Milsom v. Awdry, 5 Ves. 465, 5 R. R. 102, must, I tliink, be considered as good law. It follows that in my opinion the third proposition in In re Bowman. 41 Ch. D. 525, is not warranted by the authorities, and I must decline to~Iollow iT. In my^vtew^TTlriakes no difiference whether the giftjpf an accruing share is to the surviv ors f oiMife with remainder to their children expressly, or is to the survivors and their childre n by refer- en ce~To"the limitations o TTlTe on ginaTshar es. I must therefore declare that on the death of Benson without issue, his share in the business fell into the residue, and that there is an in- testacy as to his share of residue thus augmented. This declaration will probably suffice to enable minutes to be pre- pared for effecting the division of the funds. ^ 8 Approved Inderwick v. Tatchell, [1901] 2 Cli. (O. A.) 738. 204 CONSTRUCTION OF LIMITATIONS (Part 2 CHAPTER IV VESTING OF LEGACIES CLOBBERIE'S CASE. (Court of Chancery, 1677. 2 Vent. 342.) i In one Clobberie's Case it was held, that where one bequeathed a sum of money t o a woman, at her age of twenty-one years, or day of marriage, tobep aid unto her with interes t, and she d ir'^"^pf'^'"p pifber, that the money should go t o her executor ; and was so decreed by my Lord Chanceli^or Fynch. But he said, if money were bequeathed to nne^f his age of twenty- one years ; if he dies before that age the money is lost.^ On the other side, if_ money be given to one, to be paid at the age of twenty-one year s ; though, if the party dies before, it shall go to the executors.^ " " ' 1 The decree was confirmed in the House of Lords. S. c, sub nom. Cloberry V. Lampen, Freem. C. C. 24. 2 So, where the gift is contained only in the direction to pay at the expira- tion of a certain number of years after the testator's death, the gift is con- tingent on the leaatee surviving that time. Smell v. Dee, 2 Salli. 415 ; Bruce V. Charlton, 13 Sim. 65; In re Eve, 93 L. T. R. 235; In re Cartledge, 29 Beav. 583 ; Hall v. Terrv, 1 Atk. 502 ; In re Kountz's Estate, 213 Pa. 390. 62 Atl. 1103, 3 L. R. A. (N. S.) 639. 5 Ann. Cas. 427 ; Id., 213 Pa. 399, 62 Atl. 1106 ; Andrews t. Lincoln. 95 Me. 541. 50 Atl. 898, 56 L. R. A. 103 ; Reid v. Voorhees, 216 111. 236, 74 N. E. 804, 3 Ann. Cas. 940. Fearne on Contingent Remainders, p. 1, Butler's note: "A. convoys land by lease and release to B. and his heirs, to the use of C. and his heirs, from the 1st day of tbe following January, or devises land to C. and his heirs, from the 1st day of January next after the testator's decease. In the first case, the fee remains in A. ; in the second, it descends to the heir at law of A. till the day arrives upon which C. is to be entitled to the land, for an estate in fee simple in possession. In the meantime, C. has not an estate in posses- sion, as he has not a right of present enjoyment; he has not an interest in remainder, as the limitation to him depends on the estate in fee simple, which in the first case remains in A., and in the second descends to A.'s heir; he has not a contingent interest, as he is a person in being and ascertained, and the event, on which the limitation to him dei>ends, is certain ; and he has not a vested estate, as the whole fee is vested in A. or his heirs. He therefore has no estate, the limitation is executory, and confers on him and his heirs a certain fixed right to an estate in possession at a future period." 3 Accord : In re Bartholomew, 1 Mac. & G. 354 ; Shrimpton v. Shrimpton, 31 B. 425 ; Maher v. Maher, 1 L. R. Ir. 22 ; Chaffers v. Abell, 3 Jur. 577. But the executor or administrator of the legatee shall not have the legacy until the legatee would have reached the time specified if he had lived. Rodin V. Smith, Amb. 588 (1744) ; Maher v. Maher, 1 L. R. Ir. 22 (1877). Semble, except where the whole interest of the legacy is given in the mean- time. Rodin V. Smith, supra. In Furness v. Fox, 1 Cush. (Mass.) 134, 48 Am. Dec. 593 (1848), the testator provided as follows: "In the first place I give and bequeath to my grand- son, John William Furness, son of my son John C. Furness deceased, five hun- dred dollars, if he shall arrive to the age of twenty-one years, then to be paid Ch. 4) VESTING OF LEGACIES 205 CHANDOS V. TALBOT. (Court of Chancery, 1731. 2 P. Wms. 601.) * The last question was touching the legacy of £500 which by the first part of the will of Sir Thomas Doleman was given to his nephew Lewis Doleman, to be paid at his age of twenty-five, and so a vested legacy as to the personal estate,^ after which the testator's real estate was charged therewith; and in regard Lewis Doleman died an infant of about the age of fifteen, and before the time appointed for the payment, it was in- sisted that this being a legacy charged upon land, did sink for the bene- fit of the hseres f actus or natus ; that here the premises chargeable with over to him by my executor hereinafter named." "All the rest residue and remainder of my estate both real and personal of every sort and description and wherever situated or being I give devise and bequeath to my children" (naming five persons) "their heirs and assigns forever to be equally divided l)etween them." The legatee, John William Fnrness, died before arriving at the age of 21 years, and the executor sought to recover the money which had been paid over to him. There was a verdict for the plaintiff, but excep- tions were allowed atid a new trial ordered, the court holding that the legacy was not contingent on the legatee surviving 21. Metcalf, J., said: "We have, therefore, only to inquire whether, in the case before us, the words, "if he shall arrive at the age of twenty-one years," relate to the words which pre- cede, or to the words which follow them; or, in other language, whether the arrival of the legatee at the age of twenty-one years is a condition precedent to the gift of the money, or only to the payment of it into his hands. And we are of opinion that the testator meant to make an immediate be<;iuest to the gi-andson. as the representative of his deceased father, but that the mon- ey should not go into his hands, during his minority. ' This seems to us to be the most natural construction of the mei'e words of the bequest, although the testator's meaning is obscured by the unfortunate collocation of those words, and the inartificial punctuation of the sentence. We are somewhat confirm- ed in this construction by the only other devising clause in the testator's will. After the bequest to his grandson, he gave all the residue and remainder of his property to his five children who were then alive, to be equally divided among them, without any limitation over, by express mention, of the five hun- dred dollars, in the event of his grandson's dying under age. It is true that this residuary clause would have passed to the five children the money be- queathed to the grandson, if the legacy to him had failed of effect ; but it is hardly probable that the testator knew that such Avould be its legal operation." * Only part of the case is here given. 5 See In re Hudsous, Dm. & Sugd. 6, where the legacy was vested so far as it was charged upon a term. So, if interest be given in the meantime, that will not vest the legacy so far as it is charged upon land. Gawler v. Standerwick, 2 Cox, 15. But see Murkin v. Phillipsou. 3 M. & K. 257. ■"It is a well-established rule as to portions or legacies payable out of lands, that if made payable at a certain age, a marriage, or other event personal to the party to be benefited, and such party die before that time arrive, the portion or legacy is not to be raised out of the land; but if the payment be postponed until the happening of an event not referable to the i^erson of the party to be iHjnefited, but to the circumstances of the estate out of which the portion or legacy is to be paid, such as the death of a tenant for life, then it will be raisable after the death of the tenant for life, although the term out of which it was to be raised had not arisen in consequence of the party to be benefited not having been in esse at the time of the death of the tenant for I'Jfe, as in Emperor v. Rolfe, 1 Ves. Sen. 20S ; Cholmondley v. Meyrick, 1 Eden, 7'^. 85; and many other cases." Per Lord Cottenham, C., in Evans v. Scott, 1 H. L. C. 43, 57 (1847). 206 CONSTRUCTION OF LIMITATIONS (Part 2 this legacy, amongst other parts of the real estate of the testator, were devised to trustees and their heirs, upon the trusts and to the uses hereinbefore mentioned ; it was true in case of a bequest of any sum of money out of a personal estate to one, to be paid at his age of twen- ty-one or twenty-five, if the legatee dies before the time of payment, it becomes notwithstanding a vested legacy transmissible to executors or administrators; but where such legacy is devised out of a real es- tate, and the legatee dies before the time appointed for payment, there the legacy shall sink into the land ; because equity will not load an heir for the benefit of an executor or administrator. At another day, this cause having been adjourned in order to search precedents, the Lord Chancellor [King] said he had looked into the case of Yates and Phettiplace in 2 Vern., and also that of Jennings and Lookes [2 P. Wms. 276] , both which came fully up to the present case, viz., that where the personal estate was not sufficient, and the real estate in failure thereof was made liable to answer the legacies, in case of the legatee's dying before the legacy became due, the charge upon the land determined ; that it seemed but a very slight and superficial diversity between a legacy given at twenty-one, and payable at twenty- one; and though it had been established in the spiritual court, as to legacies given out of a personal estate, it did not deserve to be fa- vored or countenanced, where the legacy is charged upon land, and the infant legatee dies before t}venty-one, or before the time when the leg- acy is made payable^ that there was not any the least difference between a sum of money charged by a will on land, payable to an infant at twenty-one, and where such charge arises by a deed. That the authori- ties before mentioned show there is no difference where the real as well as the personal estate is charged, for in such case, as far as the exec u- tor or administrator claims out of the latter, he shall succeed according to" ~tHe rule of that~coiI rt w here these th ings ar e determinabTer" even thoug h the infa nt legatee dies before the time of paymen t, but as^ar as the legacy is diarged upon the land^^o_fa r shall it, on the l egatee's dytngljefore the legacy becomes payabTe, jmk ; and this beingthe rure which has of late universally prevailed, be the legatee a child or a stranger, it would be of the most dangerous consequence, and disturb a great deal of property for him to break into it. Wherefore he thought that the £500 legacy payable to Lewis Dole- man at twenty-five, on his dying before that time, as to so much thereof as was payable out of the land, must sink.^ 6 "I have often heard it said, that the reason why legacies, &c., charged ou land, payable at a future day, shall not be raised, if the legatee dies before the day of payment, though it is otherwise in the case of a charge on the personal estate, is this, that the heir is a favorite of a court of equity, and ought to have the preference of the representative of a legatee, and likewise that the court will go as far as they can in keeping the real estate entire, and as free from encumbrances as possible. "But I think the court has never gone upon such reason, but the true rea- son I take to be this, that the court will govern themselves as far as is con- Ch. 4) VESTING OP LEGACIES 207 ATKINS V. HICCOCKS. (Court of Chancery, 1737. 1 Atk. 500.) A testator devises in these words, "I devise to my daughter Eliza ^^ beth Hiccocks, the surn of ^£200 to bej^ai d her at the time of herliTar^ riageT or withinTlhree months after, jiiovide d she marry w it h the ap^ probatioiiof_ my twoTons William and Sani uel^Hicc ocks, or the sur- vivor of them ; and my wnll is, that my said daughter Elizab eth shall yearly receive, an d be paid, until suchjime as she_sh all m arry, the sum of twelve poun'HsT free and clear of all taxes and impositions whatso- ever." And "willed, that his leasehold estate called , should stand charged with the payment of the said £12 per annum, and like- wise with the payment of the £200 when the same should become due, and devised the said leasehold premises, and his whole personal estate, to his two sons, and made them his executors. El izabeth died after 21, but without being married ; and the present plaintiff, as her administrator, brought a bill against the executors of Hiccocks for the £200. The general question, \\'hether the legacy vested in Elizabeth, and whether it so vested as to be transmissible to her administrator? Lord Chancellor [Hardwicke]. I am of opinion this was not a ve sted legacy ; in the common cases of legacies to be paid at the age of 2l7there is a certain time fixed, not to the thing itself, but to the exe- cution of it, and the time being so fixed, must necessarily come : but when the time annexed to the payment is merely eventual, and may or may not come, and the person dies before the contingency happens, I can find no instance in this court, w'here it has been held that the legacy at all events should be paid. The rule as to the vesting is founded upon another rtile, certum est quod certum reddi potest, and it is plain that the testator did not regard the point of time, but the fact that was to happen, the marriage, which makes it a legacy on a condition, and cannot be demanded till the condition be satisfied. It has been argued by ]\Ir. Attorney-General, that this bequest dif- fers not from a legacy given to be paid at 21, which vests immediate- ly, and the time of payment only is postponed. But it has been always held, with regard to such a limitation of payment at 21, that it is debitum in prgesenti, solvendum in futuro, and the payment postponed merely on account of the legatee's legal sistent with equity hy the rules of the common law. In the case of personal estate, the rule is the same here as in the civil law, that there may be an uniformity of judgments in the different courts ; but in the case of lauds, the rule of the common law has always been adhered to: as suppose a person should covenant to pay money to another at a future day, if the covenantee dies before the day of payment, the money is not due to his representative. The same rule holds in the case of a promise to pay money." Per Lord Hard- wicke, C, in Prow.se v. Abingdon, 1 Atk. 4S2, 486 (1738). See, accord Pearce V. Loman, 3 Ves. 135 (179G). 208 CONSTRUCTION OF LIMITATIONS (Part 2 incapacity of managing his own afifairs till that age ; and this has been the established rule of this court ever since Clobberie's Case, 2 Ventris 342. In the Digest, lib. 35, tit. 1, lex 75, de Conditionibus, &c., it is held that dies incertus conditionem in testamento facit, and these are the Avords of the text, and not of the commentator ; so that a time absolutely uncertain is put on the same footing as a condition ; but as the civil law is no further of authority than as it has been received in England, let us see what our own authors say. Swinbourn, part 4, sec. 17, page 267, old edition, makes a difference between a certain and an uncertain time, and lays it down, that if a legacy is given to be paid at the day of marriage, and the legatee die before, the legacy is lost. God. Orp. Leg. 452, is to the same eft'ect. It has been insisted, that the testator's giving £12 per annum to Eliz- abeth till the contingency of her marriage, is in the nature of interest for the i200 and that from thence it appears to be his intention, that the legacy should vest in the meantime ; but whenever this doctrine has been allowed, the payment of the principal hath been certain, and so not similar to the present case, because here this is not m eant as in terest, for it is an annuity of £12 per annum charged up on, and is-"" suing out of an estate.'^ 'The^asc in-t Salk, 1/0, Thomas v. Howell, was plainly a condition subsequent, and being made impossible by the act of God, it was ad- judged that the condition was not broken, and consequently should not devest the estate out of the devisee. The second point is very strong against the transmissibleness, which is her marrying with the consent of her two brothers^ and shows plainly the testator intended a conditi on precede nt, that if she married she was to have £200 for her portion ; but it she died before, there was no occasion to have it raised for the benefit of a stranger. It is true indeed, as there is no devise over, the clause of consent might be only in terrorem, but in all cases, where the condition of' marrying is annexed, it is necessary that the condition, as to the mar- ' r> TTrg'^ least, should be performed, though she is not obliged to marry with consent. ~~~ ~ " am the more satisfied, because it appears to be the intention of the testator, tliat this £200 should be in the nature of a marriage portion, for he has taken it out of a leasehold estate ; and if she did not marry, it was manifestly his design that it should sink in that estate for the benefit of his sons : therefore I think this bequest is to be considered as a condition precedent, which not being performed, the legacy did never vest, and consequently the administrator can make no title to it. The bill dismissed.^ 7 See Watson v. Hayes. 5 Myl. & Cr. 125 (1839). 8 Accord: Morgan v. Morgan, 4 De G. & S. 164; In re Cantinon's IVIinors, 16 Ir. Cli. 301 ; Corr v. Corr, I. Ri 7 Eq. 397 ; Taylor v. Lambert, 2 Cli. D. 177. Ch. 4) VESTING OF LEGACIES 209 BOOTH V. BOOTH. (Court of Chancery, 1799. 4 Ves. Jr. 399.) Robert Bragge by his will, dated the 21st of January, 1777, devis- ed his real estate to his great-nephew Robert Booth and his issue in strict settlement, with remainder to his brother Richard Booth and his issue in strict settlement; with similar remainders to their sisters Phoebe Booth and Ann Booth, and their issue respectively. The testator also gave a legacy of £600 to his great-nephew Robert Booth, and ilOO to Robert Lathropp, whom he appointed sole execu- tor; and, after giving some other pecuniary legacies, he gave all the residue of his estate and effects, which should remain after paying Ris" delits, funeral expenses, charges of proving his will, and the lega- cies, to Sir John Chapman and Robert Lathropp, their executors, ad- ministrators, and assigns, upon t rust as soon after his decease as con- veniently might be to collect and get in same, and i nvest same from time to time in some of the public funds or upon government or real se- curity in their joint names or in the name of the survivor with pow- er to change such funds ; and upon t rust to pay the dividends and p roduce thereof , as the same should from time to time become due, equally between his great-nieces Phoe be Booth and Ann Booth until th eir respecti ve marriages, and trom and mtmediately after their r e- spective marriages to assign and transfer their respective moieties or sh ares thereof unto them respectiveTy ^ ~ The tes tator died soon afterwards, Richard Booth took a consider- able reaT estate upon the death of his father. At the date of the will Phoebe Booth and Ann Booth wpre both o f a ge; and they filed the bill to have their interests in the resi due de- cl ared : but the Master of thd Rolls thought that, as the plaint iffs mig ht marry, the question was not ripe for decis ion. By the decree made in that cause on tlie l^tlTof June, 1793^ the fun d was ordered to be transferred to the Accountant-Genera l ; and an inquiry was directed for the purpose of ascertaining who were the testator's next of kin at the time of his death. The report stated that the plaintiffs and their two brothers Robert and Richard Booth were the testator's next of kin at the time of his death ; and that the plaintiff Phoebe Booth died in June, 1797, without h aving been ever married. B y~her will, made shortly before her death, she appointed her brother, the defendant Richard Booth, and the plaintiff Ann Booth, her executors ; and having disposed of certain real estates, and given a legacy of .£100 to her brother Richard Booth for his trouble as one of her executors, she gave the residue of her personal estate to the plaintiff Ann Booth, but with such request an- nexed, as therein mentioned. 4 Kales Pbop. — 14 210 CONSTRUCTION OF LIMITATIONS (Part 2 The cause coming on for farther directions, the question was, wheth- er the shnre of Phnehe Bootli in the residue of the personal estate of Ro bert Bragge un der his will was an abso lute vested interest in her, to be transferred to her executors, or whether in the event of her having died unmarried it belonged to the next of kin of Robert Bragge as undisposed of. Master of the Rolls [Sir Richard Pepper Arden]. This case deserved very great consideration, lest it should be supposed, that the court had by deciding it transgressed the rule laid down as to legacies given payable at an uncertain time. When it was argued, I was im- pressed with an idea, that it was disti nguishable from all the cases in respect of its_being not the case of a legacy, but a residue ; and allthe cases, in which that rule prevailed, were cases of mere legacies, to be paid out of the personal estate by the executor ; the residuary legatee, or the executor, if he was to have the residue, having only to pay at the time the legacy became due, and taking the residue. But this is not that case, but the case of a residue. I do not see, that any of the pecuniary legacies are given to Phoebe and Ann Booth; though I do not think, that would make much differ- ence : they are both comprehended in the limitations of the real estate. It is to be observed, that Robert Lathropp only is executor : Sir John Chapman is a trustee, but not executor. Therefore it is not a gift of the residue to tlie executor, but to him and another person upon these trusts. Both these residuary legatees were adults at the time the residue was, given to them : if it had been otherwise, it might have made some ingredient in the argument. The event that has happen- ed, is that one of them has died without having ever been married ; and the bill ^ i s filed by her sister claiming under her will, and insistin g, that s he was entitle d, though she never married; that marriage was not'~a" condition precedent, upon wh ich the residue was to vest; but mei'elv denoted "IHe tiiT ie^_a x which the residuary legatees were to be put in full possession of the property . THe^ argument upon the part of the plaintiff turned upon a ground, that is frequently taken upon legacies payable at a future day, which on account of the death of the legatee never arrives ; that the time being mentioned merely as the time of payment on account of the situation and circumstances of the party is never held to defeat tlie legacy. The cases were commented upon on both sides. Atkinson V. Paice [1 B. C. C. 91], was mentioned; which I lay out of the case. It does not prove much. Of the other cases, Boraston's Case [3 Co. 19a], Doe v. Lea [3 T. R. 41,], Goodtitle v. Whitby [1 Burr. 228], and Mansfield v. Dugard, 1 Eq. Ca. Ab. 195, are in favor of the plain- tiff: but it was properly observed, they were all cases of an abso- lute interest; the possession of which was to be given at a certain time. The reasoning upon them would be sufficient for the plaintiff, 9 A supplemental bill was filed after the report in the original cause. Ch. 4) VESTING OF LEGACIES 211 if applied to this case; for the reasoning is, that though the testator has given a partial interest till that time, those words of reference as to the time are not to be considered as referring to the time, upon which only the devise is to take place, but the time, at which the devisee or legatee is to be entitled to the full and absolute benefit of the be- quest ; and a reason is given, which does not apply to this case, that it cannot be supposed, that, if the devisee or legatee should die before that time, leaving children, the intention was, that children should not take. I shall not comment upon the cases. The arguments of the judges, who decided them, are very full to show, that such words do not make a condition precedent, but merely denote the time of absolute possession. It is very true, the cases relied on by the defendant, Garbut v. Hilton [1 Atk. 381], Atkins v. Hiccocks [lb. 500], and Elton v. Elton [3 Atk. 504], are very distinguishable from th is. First, t hey are all cases of mere legacy, not of a residue : se condly , in the very gift of the legacy it is perfectly clear, as Lord Hardwicke observes in Etton v. Elton, that they are all cases of a conditi on absolutely precede nt. It is impossible not to see, that~^tlie testator meant the legatee to bring himself into the circumstances specified. In all those cases the legacy was given upo n a marriage with a given consen t, it is impossible ni that sort ot case to say, the legatee could be entitled without that. It would be to put a violation upon the very words of the bequest. There- fore the plaintifif's counsel are fully justified in saying, those cases cannot be brought to bear upon this question. They are cases of legacies, and conditions precedent. They were considered and deter- mined as such. For the defendant, besides the cases, I have mentioned, the late case of T|^^,f^fri'"'^ ^' ^^'^bbf^^ [3 Ves. Jr. 363], was relied on; in which the Eord Chancellor took a great distinction between a bequest of a sum of money payable at a future time and a gift of the interest until a certain time and then a gift of the principal. His Lordship gives a short judgment; but upon consideration of all the cases he laid it down, that it is necessary to show, the principal was intended to be given, before the time arrived ; and in that case he for that reason held, the legacy (for that was the case of a legacy) never attached. It is to be considered, whether this case is in its circumstances distinguishable from all these cases ; and I am of opinion, it is. It is distinguished from Batsford v, Kebbell in this respect: that this_ is m~fact an aTDSolTTtCgift of the residue to" trustees. It may be said, so much ot the trust as is not sutticiently declared must go to the person, who would be entitled, in case there was no disposition : but I think, it is equivalent to saying, in trust for them, to pay and dispose of the dividends and interest to them till their respective marriages, and then to assign and transfer the principal : for it is not merely a gift o f the intere st until m arriage,_stopping ther£, and after -tlie„iiian:i age a gitt ot the principal rbut it is impossi ble not t^ '^("p, <^hn i- thp^p vv-nrH'^ 212 CONSTRUCTION OF LIMITATIONS (Part 2 a re equivale nt to a gift of Jhe principal. The testator co nsiders it a s given. He spe aks of it as their shares o'f the residue! 'ihe day of their marriage is the time, at which they are to be put into actual possession of their shares. I cannot construe this otherwise than an absolute gift of the residue, qualified only thus, that until their mar- riages, until when, I suppose, he thought they would not want it, they were not to have the actual possession. That there is a difference between a bequest of a legacy and a residu e with refer ence to this point cannot be denied either upon principle or prece dent. ^Every inten dment i s to be made against holding a m an to cTTe intestate, who sits down to dispose of the residue of his prop - erty!! How did this testator dispose of it? It might be supposed nat- ural, that they would marry. It might be in his idea, that there might be a possibility, that they might not marry. If he did not mean by the residuary bequest to dispose of the absolute interest, it was nat- ural, that he should declare, what should be the case, if they should not mtirry. He has done that. So much as to the principle. Next, how far in point of precedent has a gift of the residue been held distinguished from a mere legacy? In Monkhouse v. Holme, 1 Bro. C. C. 298, Lord Loughborough comments upon all the cases; and among others mentions Love v. L'Estrange [3 P. C. C. (Toml. Ed.) 59] ; upon which I mainly rely in this case. His Lordship says, that case was determined upon the ground of its being a residue; and, if the report is correct, he gives a decided opinion, that Love v. L'Estrange, if it had not been the case of a residue, would not have been decided as it was; being of opinion, that, if it had not been the case of a residue, but a legacy, it would not have been a vested inter- est. I am not now coinmenting upon the point, whether that argu- ment strictly applies to Love v. L'Estrange. It is enough for me to avail myself of Lord Loughborough's comment upon it ; who was evi- dently of that opinion upon the ground, upon which Batsford v. Keb- bell was decided. In ]\Ionkhouse v. Holme Lord Loughborough seems to be of opinion, as he was in Batsford v. Kebbell, that in Love v. L'Estrange, there being no gift of the principal until the age of twenty- four, and only a partial gift in the meantime, from the age of twenty- one, not so much as the interest, the principal could not attach until that time, unless upon its being the case of a residue ; which distin- guished it from Batsford v. Kebbell, a case in other respects very like it. I do not find, that is mainly insisted on in the printed case of Love V. L'Estrange; and I see, in May v. Wood [3 B. C. C. 471], I stated that fact, that it was not insisted on; and that I did not see any difference between the cases of a legacy and a residue. If I did say so, I spoke with too much latitude ; for I then thought, and I now think, there is a distinction ; though in that case it made no dift'erence ; the words being so like those in Doe v. Lea, and Goodtitle v. Whitby ; in the latter of which some principles are laid down by Lord Mansfield, with regard to all words, that may be construed words of reference to Ch. 4) VESTING OF LEGACIES 213 the time, at which possession is to be given, and not words of condi- tion, that seem to me to govern the decision of this case. The first principle laid down by Lord Mansfield is, that wherever the whole property is devised, with a particular interest given out of it, it oper- ates by way of exception out of the absolute property. In that case the estates were given to trustees and their heirs, upon trust to apply the rents and profits for the maintenance and education of the nephews of the devisor during their minorities ; and when and as they should respectively attain the age of twenty-one then to the use of his said nephews. Another principle laid down by Lord Mansfield is, that, where an absolute property is given, and a particular interest given in the mean time, as until the devisee shall come of age, &c., and when he shall come of age, &c., then to him, &c., the rule is, that shall not operate as a condition precedent, but as a description of the time, when the remainder-man is to take in possession. If this will had mentioned a particular age instead of marriage, there could be no doubt, that these cases would have absolutely governed it; for though I do not deny, that dies incertus in testamento conditionem facit, I say, admitting that principle that marriage is the time, at which they were to be put in possession. It is true, the testator fixes the mar- riage to the time at which they were to be put in possession. It is not a marriage under any qualification, but whenever they s hould marr y. W^ iere is the absurdity, that that tmie shou ld be hxed, as the time for thei r being put into possession ? The testator thought that the time at which they might want it, and until which it would be better applied upon that trust for their benefit. Therefore, without breaking in upon that rule of the civil law, or the cases before Lord Hardwicke, to whose doctrine I wish to refer, that, it is impossible not to see, that the testator in those cases did mean those circumstances to be conditional, I am of opinion, tliere i s no thing in this will to show a c ondition precedent to the vesting o f this 'interest. Another reason may be given. Suppose, one of these sisliefs had married, and had children: this interpretation puts it in the power of the other to provide for those children. It has been de- termined, that where a legacy is given, payable at the "age oi' LrreiiLy " ^ fouT^ the legatee at ihe age of twenty-one may dispose of it by will. The saint I'easuii applies lo tnis case. Upon these circumstances, and the ground, that tliis is a residue, and upon the words of the bequest in this case, I am of opinion that the plaintiff^ is vyell entitled under the Avill of her sister to her share of the residue. The counsel for the plaintiff applied fo r a direction for payment o f her moietA "^ TIaster o? the Rolls. I doubt as to giving that direction. In alj^ the se c ases the court has never yet accelerated the paymen t. It ma> be a vested mterest, and disposable, but not tangible in the rr\e^r,~}:mF^ 214 CONSTRUCTION OF LIMITATIONS (Part 2 It is worth consideration upon the question, whether the survivor has any right to denlflnd p;iyffleill Uiid t u be puL in pusb.essiOn of this vested in terest until the day of her marriage. Suppose, i n Love v. L'Estran ge, where the testator had anxiously given only £10 a year till Walter Nash should attain the age of twenty-four, having attained the age of twenty-one he had brought his bill : does it follow, that he would have been put in possession? No other person could have had any advantage from it in that case. It is like the case of an infant, who ma y dispo se of property, though he caniiot have possession of it,_until hejs^qf age] I will consider of this point. I am not sure, it may not be a wise provision, intended for the benefit of the legatee. By the decree it was d eclared , that the plaintiff Ann Booth and the defendant Richard Booth as executor and executrix of the testatrix Phoebe Booth are entitled to one moiety of the Bank Annuities and B ank Sto ck, constituting the clear residue ot the personal estate of the testator Robert Bragge, and it was ordered, th at one moiety of the said Bank Annuities and Bank Stock be transf erred accordingly, to be a p- plied by them to the purposes m tlie said testatri x's will mentioned ; and that the i nterest and dividend s to accrue due on the other moiety of the said Bank Annuities and Bank btock be trom time to time pa id to the said Ann Booth dufing~her l ifej _f\nd in case of her marriag e th e said Ann Booth, or in case of her death before marriage any ot he r perso n interested in the said Bank Annu iti es and Bank Stock, are to be at liberty to apply to the court, as there shall be occasion. SAUNDERS v. VAUTIER. (High Court of Chancery, 1S41. 1 Craig & P. 240.) Richard Wright, by his will, gave and bequeathed to his executors and trustees thereinafter named, all the East India stock whic h sh ould be^sFan ding in his name at the time of his death, upon trust to ac- cu mulate the interest and clividencls which shou fd "accrue due thereon unti l Daniel W right Vautier, the eldest son of his (the testator's) neph- ew, Daniel Vautier, shou ld, attain his age of twenty-five years, and th eii to pay or transfer the principal of such East India stock, togetlier w i th such accumulated interest and dividends, unto the sa id Daniel WViglTt Vautier, his executors, administrators, or assigns absolutely; and the testator gave, devised, and bequeathed all his real estates, and all the residue of his personal estate whatsoever and wheresoever, to his executors and trustees thereinafter named, their heirs, executors, administrators, and assigns, upon t rust tose ll an d convert into money all his said real and personal estates immeoiately after his decease, and t o inves t the produce arising therefrom in their names in the £3. per cent consolidated bank annuities, and to stand possessed thereof upon Ch. 4) VESTING OF LEGACIES 215 t rust fo r the said Daniel Vautier and Susannah his wife, and the sur- vi vQC ot them, durmg their respec tive lives, and from and afltif Lire decease of the survivor of them, upon trust for their children, equally, when and as they should, severally, being sons, attain the age of twenty- one years, or being daughters, attain that age or be married, with the consent of their trustees and guardians, and in the meantime to apply the interest and dividends, of the respective shares of such children for their benefit, education, or maintenance ; and in case any child should die before attaining a vested interest in the fund, then the tes- tator directed that the share of the child so dying should go and sur- vive to the others : and the testator nominated and appointed his friends John Saunders and Thomas Saunders his executors and trustees. The testator died on the 21st of March, 1832, at which time a sum of £ 2000. E ast India stock was standing in his name. The executors, having proved the will, left that sum standmg m the testator's name, but invested the dividends on it, as they accrued, in the purchase of like stock in their. own names. Shortly after the testator's death, this suit was instituted by the ex- ecutors against Susannah Vautier and her children (Daniel Vautier having died in the testator's lifetime,) for the purpose of havTng'flie trusts "of the will carried into execution under the direction of the court; and a decree was accordingly made, directing the usual ac- counts. A p etition was afterwards presented on behalf of Daniel Wright Vautier, who was the n a minor , praymg the appointment ot a '"gual'di^lh, and an allowance tor his past and future mai ntenance : and, the usual reference having been directed, the master, by his re-" port, found, amongst other things, that the petitioner's fortune con- sisted of the sum of £2277 . 6s. 7d. East India stock, being the amount of the above-mentioned sum of £2000., with the accumulations thereon since the testator's death, and of one-seventh shai-e of the testator's residuary estate, which would be divisible on the death of the peti- tioner's mother. He also found that the petitioner had been educated and maintained, since the death of the testator, by his mother, and that she had properly expended in such maintenance the sum of £338. 2s., which he found ought to be paid to her by sale of a sufficient part of the £2277. 6s. 7d. East India stock; and he found that the sum of £100. per annum would be a proper sum to be allowed for the main- tenance and education of the petitioner for the time to come during his minority, and that it should be paid out of the dividends of the East India stock. By an order of the Master of the Rolls, (Sir C. C. Pepys,) dated the 25th of July, 1835, that report was confiniied and carried into ef- fect, and, in pursuance of that order, the trustees continued, during the minori ty of Daniel Wright Vautier, to pay the sum of £100., out of tt grtTiviclcnds of Jh e stock, for his maintenance. 0aniel Wi^ight Vautier attained twenty-o ne in the month of Marc h, 1 84 1," and being then about to be married, he presented a petition to 216 CONSTRUCTION OF LIMITATIONS (Part 2 the Master of t he Rolls, ^'^ praying that the trus tees might be ordered t cf tia n yit'i lu him the E ast India stock , or that it might be reterred to' the master to inquire whether it would be fit and proper that any and what part of the stock should be sold, and the produce thereof paid to the petitioner, regard being had to his intended marriage, and for the purpose of establishing him in business. Upon that petition coming on to be heard before the Master of the Rolls, his lordship's attention was called to the order of the 25th of July, 1835, whereupon he declined to deal with the question raised upon the petition, so long as that order remained ; and it was, in con- sequence, arranged that the petition should stand over, for the purpose of enabling the other residuary legatees to present an appeal petition from that order to the Lord Chancellor. An appeal petition was accordingly presented, praying, simply, that the order of the 25th of July, 1835, might be discharged or varied; and that petition now came on to be heard. The Lord Chance;llor [Lord Cottenham]. I cannot recognize the principle that the existence of an erroneous order as to maintenance prevents the court from making an order inconsistent with it, as to the principal fund. There was nothing to prevent the Master of the Rolls from disposing of the petition which was brought before him, notwith- standing that order. But, with respect to this petition, I do not see to what purpose I can deal with it. If the party were still a minor, and the payment of the maintenance under the order were going on, there might be a reason for applying to stop it for the future ; but by discharging that order, I should be making the trustees liable for the payments they have made for maintenance. The petition presented to the Master of the Rolls is not now before me, or, wnth the con- sent of the parties, I would dispose of it. The; Lord Chancellor. I should not have thought this a case of any difficulty; but the form in which it came before me, namely, a rehearing of an order mad e by me at the Rolls, though not, as I at first understood, at the suggestion of the Master of the Rolls, has called upon me to give it my most careful attention. I have no recol- lection of the case, and have no means of knowing how far my judg- ment was exercised upon the construction of the will. I cannot, how- ever, assume that the order was made without my having considered the state of the property as stated in the master's report; as that would have been contrary to the course which I have always thought it my duty to adopt in such cases. It is argued that th e testator's great nephew, Daniel Wrigh t Vautier, does not take a vested interest in the East India stock before his age o f twenty- five, because there is no gift but m the direction tcT transfer the stock to him a t that age, but is that sor There is Jin inTmediate 10 Lord Langdale, the successor of Sir C. C. Pepjs, who became chancellor with the title of Lord Cotteuhaiu. The case before Lord Langdale, Master of the Rolls, is reported 4 Hfetiv. 115. Ch. 4) VESTING OF LEGACIES 217 gift of the East India stock; it is to be separated from the estate and vested in trustees; and the question is whether the great nephew is not the cestui que trust of that stock. It is immaterial that these trus- tees are also executors; they hold the East India stock as trustees, and that trust is, to accumulate the income till the great nephew at- tains twenty-five, and then to transfer and pay the stock and accumu- lated interest to hirn, his executors, administrators, or assigns. The^ e is no gi ft over; and the East Indi^ stock eitlier_belon^ to the j^reat ne pncw, or will fall intoThe residue m the event of his dying under twenty-rive. I am clearly of opinion that he is entitled to it. If the gift were within the rule, there would be circumstances to take it out of its operation. There is not only the gift of the intermediate inter- ^st, indicative, as Sir J. Leach observes in Vawdry v. Geddes, 1 Russ. & Mylne, 203 (see p. 208), of an intention to make an immediate gift, because, for the purpose of the interest, there must be an immediate separation of the legacy from the bulk of the estate; but a positive di rection to separate the legacy from the estate, and to ho ld it upon tru st for the legatee when he shall attain twenty-fiv e, 'ihe decision in Vawdry v. Geddes and other cases, in which there were gifts over, cannot affect the present question. Booth v. Booth, 4 Ves. 399, is cer- tainly a strong case, and goes far beyond the present, and so does Love V. L'Estrange, 5 Bro. P. C. 59; and it is a decision of the House of Lords. That case has many points of resemblance to the present; and although Lord Rosslyn seems in Monkhouse v. Holme, 1 Bro. C. C. 298, to question the principle of that decision, Sir W. Grant, in Hanson V. Graham, 6 Ves. 239 (see p. 248), justifies it upon grounds, most of which apply to this case, particularly that the fund was given to trus- tees till the legatee should attain a certain age, and that it should then be transferred to him ; from which and other circumstances he thought it was to be inferred, that the fund was intended wholly for the benefit of the legatee, although the testator intended that the enjoyment of it should be postponed till his age of twenty-four. Such, I think, was clearly the intention of the gift in this case. It was observed that t he transfer is to be made to the great nephew, h is executors, administrators, or assigns. It is true that the addition of tliose words d o^es not prevent the lapse of a legacy by the dea th of th e^ legatee in the l ifetime of the testator, but they are not to be ovef - 1 ooked, when the qu estion is, whether the legacy became vested bef ore the _age sp ecified; because if it were necessary that the legatee should live till that age to be entitled to the legacy, then there would be no question about his representatives at that time. I am therefore of opinion that ^ order of 1835 wasjright, and that the^petiti on of rehearing mu s t be clismissed, and with costs ; which I should not have ordered, if the Alaster of the Rolls had recommended the parties to adopt that proceeding upon a view of the merits of the case, but which I am now informed was not the case. The order for 218 CONSTRUCTION" OF LIMITATIONS (Part 2 a transfer of the funds, u pon the regular evidence of the legatee hav- ing^ attai ned twenty- one, will tollow this jecisioii ii2on tlTFco nstruction of the wUT. ~ HOATH V. HOATH. (Court of Cbancery, 1785. 2 Brown, Cli. Cas. 3.) Upon a petition, the testator, by his will, gave a sum of £1 00 to Tho mas Hoath, at his age of twenty-one, and directed the interest, in" the meantim e, to be paid to his mo tlier for his maintenance. Thomas Hoath d}dng under age, the question wasT^TTether this legacy was, or was not, vested. Lord Chance;IvLOR [Thurlow] said, it was impossible now to con- tend that where the i nterest of a l egacy is given to the legatee, until the time oj^gayment of the principaF, I TiaTt It is not "a" vested legacy ;^ and tlieg iying the interest for his maintenance _is__^e_cisely the same thing/ ^ BATSFORD V. KEBBELL. (Court of Cbancery, 1797. 3 Ves. Jr. 363.) The testatrix gave and bequeathed to Robert Endly the dividends, that should become due after her decease upon ibUO 'i'hree per cent Bank Annuities, un til he s hould arrive at the full age of thirty-two year_s; at which time s he direc ted her executors to transfe r to~Ti iin the princip al sum of £500 of h e^JThree per cent Annuities for his own use. R obert Endly died before he attained the age oi thirty-two. The bill Was filed by the residuary legatee; and the question was, whether the vesting of the legacy or the time of payment only was postponed, till the legatee should attain the age of thirty-two. May 12th. Lord Chancellor [Loughborough]. It strikes me at present, that there is a very precise distinction here between the divi- dends and the fund. If I construe it a gift of the fund to him, I must strike out the suspension of it till the age of thirty-two. I wish to look at the cases. May 13th. Lord Chancellor. I have read over the will, and have looked into the cases, and am confirmed in my opinion. Upon the cases it appears, that dividends are always a distinct subject oT legacy, aiid capital stock another subject of legacy. In this _case there is no gifFbut m__the dfrection for payment; a nd Tlie (^ rectio n for paym ent attJlcHei^nly upon ajperson of the age of thirty^twd." "Therefore he dtJ^^Tiot~tall wiTITrn the description. In alTthe other cases the thing is given, and the profit of the thing is given. 11 See, also, In re Hart's Trusts, 3 De G. & J. 195 (1858). Ch. 4) VESTING OF LEGACIES 219 Declare, that t his legacy o f i.500 stack J", t^e .event, that has hap- pened, felMntojhe_ixsjduej^i2on_^^ ; and di- rect a transfer to the plaintiff. HANSON V. GRAHAM. (Court of Chancery, 1801. 6 Ves. 239.) James Graham by his will, dated the 18th of March, 1771, gave to_ MarvH anson, Thomas H anson, jmd^ Rebecca Graham Hanson^, the three _childrenof^ his daughter Mary Hanson, £500 apiece o"f Foujr per cent Cons olidated Bank Annuities, when they sh ould respectively attam their ages of twenty~one yea rs or d ay or^days of marriage, whicH s liouMJi rst_Mj3p^n7 f)rovided,"lt w as with such consent of hTs e xecu- tors and trustees as tnerem mentioned ; and he declared, his mind aiid. wTTiNvas^ that the mterest""of~sai d several £500 amount ing in the whole to £1500 Four per ceiit Consolida ted Bank Annu ities, so given to his three grandcliildren, as afor'esaid, as often as the same shoiftd l^ecom^ due ITncl payable^ should be laid oujt_at^e discretion~oniTs~exec'ators and truygegjn^suchrii Taiiner as they or the survivor oF them should think proper for the be nefit of his said gra ndchil Hren, till They ^should attattr-ttrelr respective ages of twenty-one years or day or days of mar- riage, and to and for no other use, intent, or purpose whatsoever ; and after devising his real and leasehold estates, and giving two legacies of £10 each, he gave all the residue of his personal estate to his son Isaac Graham; and appointed him sole executor. The testator died soon after the execution of his will. Afterwards, in 1774, Rebecca Gra ham Hanson di ed intestate at the age of nine years ; leaving her mother and h er bTother "Thoma.s Hanson and her sister Mary Coates7"'sirrviving. The mother died ; and bequeathed all her personal estate to her^son Thomas Hanson; and appointed him ■executor. The bill was filed by Thomas Hanson and Mary Coates against Isaac Graham for an account of what was due in respect of Rebecca Graham Hanson's legacy of £500 &c. The Master oe the Rolls [Sir William Grant]. The question is, whether this legacy vested. It is contended for the plaintiffs, that it di d vest, upon two ground s : 1st, they say, it would have been vested ; supposing, there was nothing more than the words, with which the clause begins ; and that if it rested upon a legacy, when the legatee should attain the age of twenty-one or marriage, it is now settled, that these words give a vested interest ; and that is established by May V. Wood, 3 Bro. C. C. 471 ; and undoubtedly a proposition is there laid down ; which would have the effect of making this a vested legacy ; if it is true in the extent there stated. The proposition is there laid down very broadly and generally by the late Master of the Rolls ; that all the cases for half a century upon pecuniary legacies have deter- 220 CONSTRUCTION OF LIMITATIONS (Part 2 mined the word "when," n ot as denoting a condition p recedent, but as on ly markin g_t he perio dj_when_thej xirty sl iall havetlie Full benefit of t he' gif t ; except something appears upon theface ot tlie'wili to show, that his bounty shall not take place, unless the time actually ar- rived. This proposition is stated so broadly and generally, that I rather doubt the correctness of the report. Considering the well-known dili- gence of the late Master of the Rolls in examining cases, and his un- common accuracy in stating the result of them, he would hardly have drawn this conclusion from an examination of the cases ; for no case has determined, that the word "when," as referred to a period of life, standing by itself, and unqualified by any words or circumstances, has been ever held to denote merely the time, at which it is to take effect in possession; but standing so-unqualified and uncontrolled it is a word of condition : denoting the time, when the gift is to take effect in sub- stance. That this is so, is evident upon mere general principles ; for it is just the same, speaking of an uncertain event, whether you say "when" or "if" it shall happen. Until it happens, that, which is grounded upon it, cannot take place. In the civil law, the words "cum" and "si," as referred to this subject, are precisely equivalent; and from that law we borrow all, or at least the greatest part, of our rules upon legacies; and particularly the rule upon the subject immediately under consideration in that case, with reference to the words, by which a testator denotes his intention as to the gift taking eft'ect, or taking effect in possession. In the Digest it is thus laid down : — "Si Titio, cum is annorum quatuordecim esset factus, legatus fuerit, et is ante quatuordecimum annum decesserit, verum est, ad heredem ejus legatum non transire: quoniam non solum diem, sed et condi- tionem hoc legatum in se continet ; si effectus esset annorum quatuor- decim. Qui autem in rerum natura non esset, annorum quatuordecim non esse non intellegeretur; Nee interest utruni scribatur, si annorum quatuordecim factus erit, an ita : cum priore scriptura per conditionem tempus demonstratur ; sequenti per tempus conditio : utrobique tamen eadem conditio est." It is very true: the word "when," not so standing by itself, but coupled with other expressions or circumstances, that have a reference to the time, at which the possession of the thing is to take place, has been held by the civil law not to have so absolute a sense that it cannot possibly be controlled. Another passage in the Digest is thus ex- pressed : "Seius Saturninus Archigubernus ex classe Eritanica testamento fiduciarium reliquit heredem Valerium INIaximum trierarchum : a quo petiit ut filio suo Seio Oceano, cum ad annos sedecim pervenisset, hereditatem restitueret. Seius Oceanus, antequam impleret annos, de- functus est." Then it states, that a claim was made by the uncle of Seius, as next of kin, which was resisted by the fiduciary heir, who contended, that^ Ch. 4) VESTING OF LEGACIES 221 as Seius had not lived to the age of sixteen, it was not vested. The opinion is this : "Si Seius Oceanus, cui fideicommissa hereditas ex testamento Seii Saturnini, cum annos sedecim haberet, a \'alerio IMaximo fiduciario herede restitui debet, priusquam praefinitum tempus aetatis impleret, decessit: fiduciaria hereditas ad eum pertinet, ad quern csetera bona Oceani pertinuerint : quoniam dies fideicommissi vivo Oceano cessit : scilicet si prorogando tempus solutionis, tutelam magis heredi fidu- ciario permisisse, quam incertum diem fideicommissi constituisse, videatur." This distinction was transferred from the civil law to ours ; at least so far clearly as regards pecuniary legacies. In the case cited, Staple- ton V. Cheales, Pre. Ch. 317, it was clearly held, that the expressions "at twenty-one," or "if," or "when," he shall attain twenty-one, were all one and the same ; and in each of those cases if the legatee died before that time, the legacy lapsed. I do not find any case, in which this position has been ever contradicted. In Fonnereau v. Fonnereau, 3 Atk. 645, it was clear, if it had stood upon the first part of that be- quest, it would have been held not vested. Lord Hardwicke rests en- tirely upon the subsequent words, as controlling the word "when ;" as it would have operated, standing alone. That will sets out precisely as this does; but when it went on with words, making the intention clear, giving interest for his education, with a power to the trustees to lay out any part of the principal to put him out apprentice, and the remainder to be paid to him, when he should attain the age of twenty- five, it was clear, upon the whole, nothing but the payment was post- poned. A distinction has been introduced between the effect of giving a legacy at twenty-one and a legacy payable at twenty-one. That is also borrowed from the civil law. The Code thus states it : "Ex his verbis, do lego .■Elia; Severinae filiae meas et Secundje decem : quae legata accipere debebit, cum ad legitimum statum pervenerit : non conditio fideicommisso vel legato inserta : sed petitio in tempus le- gitimae aetatis dilata videtur :" For there the words were, that the time of payment was to be at her legitimate age: "Et ideo si .^lia Severina filia testatoris, cui legatum relictum est, die legati cedente, via functa est: ad heredem suum actionem trans- misit; scilicet ut eo tempore solutio fiat, quo Severina, si rebus hu- manis subtracta non fuisset, vicessimum quintum annum aetatis im- plesset." This distinction however has been held by some equity judges al- together without foundation ; and by others it has been treated as too refined. Lord Keeper Wright, in Yates v. Fettiplace, Pre. Ch. 140, alluding to the distinction in Godolphin and Swinburne from the civil law, declared it altogether without foundation. Lord Cowper acknowl- edged, that it was at least a refi: em.ent; but he thought, it was now well 222 CONSTRUCTION OF LIMITATIONS (Part 2 established. Lord Hardwicke likewise said, it was originally a refine- ment. But in what did that refinement consist ? It was not in holding, that it should not vest before the age of twenty-one, but in holding, that it should vest, though the party should not attain that age : theii' opinion being that it should not vest. Then wli y should we refine upona j-efine.menf by deviati rjCT_gtri1 more, a ndjipldingjirbitra nly, th at the word "when" standing by itself d oes^nol imjjort condition ; I say, that standmg by itself it does import condition; and it requires other words to show, it was meant to defer payment. But according to the report of the judgment in May v. Wood, it is quite the reverse; that standing alone it imports delay of payment ; and other words are nec- essary to show a condition. That is a distinction upon a distinction; which original distinction has by several great judges been held to have been originally a refinement. The only cases alluded to in May v. Wood are cases of real estate ; beginning with Boraston's Case, 3 Co. 16; and ending with Doe v. Lea, 3 Term Rep. B. R. 41. The princi- ple of tliem all is stated by Lord Mansfield in Goodtitle v. Whitby, 1 Bur. 228, in a way that renders them perfectly consistent with the opinion I entertain as to the word "when," standing by itself, unquali- fied and uncontrolled. Lord Mansfield there lays down these rules of construction : "1st, wherever the whole property is devised, with a particular interest given out of it, it operates by way of exception out of the ab- solute property." "2dly, where an absolute property is given, and a particular inter- est in the mean time, as until the devisee shall come of age, &c., and when he shall come of age, &c., then to him &c., the rule is, that that shall not operate as a condition precedent, but as a description of the time, when the remainder-man is to take in possession." ^- There could be no doubt of the intention there. Everything was given to the trustees for the benefit of the infant. He was entitled ultimately to have tlie whole. The reason of giving to the trustees in the ,mean time evidently was, that he was not intended to have the possession and management until the age of twenty-one. Upon exactly the same ground was Boraston's Case. It was not alleged in that case, that these were not words of contingency taken by themselves : but it was said, you must model these unapt words : so as to get at the intention from the whole will. The evident intention was to defer payment for a particular purpose ; as if he had calculated, how many years it would take to pay off his debts, and in how many years Hugh Boraston would attain the age of twenty-one ; and if given to the executors, with remainder to him at twenty-one, it would be clear vested remainder. The court approves that argument of the counsel ; but does not say, that "when," standing by itself, would not 12 These rules are applied to pecuniary legacies, Lane v. Goudge, 9 Ves. 225 (1803) ; Packham v. Gregory, 4 Hare, 39G (1845). Ch. 4) VESTING OF LEGACIES 223 have made a condition. So, in Manfield v. Dugard, 1 Eq. Ca. Ab. 195, it was clear, the testator meant to postpone the enjoyment of the son for the sake of the antecedent benefit of the wife: but he clearly meant a vested remainder, not contingent, whether the son should take any benefit at all in the estate. But that makes a very different ques- tion from this ; whether, where there is no precedent estate, no purpose whatsoever, for which the enjoyment was to be postponed, you shall say, the enjoyment only is to be postponed. So in Doe v. Lea the devisee was intended to have the whole benefit : but trustees were inter- posed, to keep the management of the estate, until he should attain the age of twenty-four ; with a charge out of the rents and profits to keep the building in repair. There was a reason for postponing the posses- sion ; and it was evident, nothing but the enjoyment was intended to be postponed. It was not a bare devise to him, when he should attain twenty-four. If those cases therefore had occurred as to pecuniary legacies, there is no ground to say, the decision ought to have been dififerent ; for from the very same circumstances and expressions it might be collected, that the word "when" was used, not as a condition, but merely to post- pone the enjoyment; the possession in the mean time being disposed of in another way. It is impossible, that Lord Mansfield, and there is nothing in his judgment indicating it, could have considered the word "when" standing by itself, as other than a word of condition. It is impossible ; for only two days before, in Gross v. Nelson, 1 Bur. 226, having occasion to speak of legacies, upon a note of hand, which he compared to the case of a legacy, he says, "but if the time is annexed to the substance of the gift, as a legacy, if, or when, he shall attain twenty-one, it will not vest, before that contingency happens." He considered "when" precisely the same as "if." Love V. L'Estrange, 3 Bro. P. C. ZZ7, seems to have been consider- ed a strong authority for holding "when" to operate conditionally. The late Lord Chancellor was so strongly impressed with the idea he had thrown out at an early period in Monkhouse v. Holme, 1 Bro. C. C. 298, that he found it difficult to account for it otherwise than upon the distinction as to a residue ; which the late Master of the Rolls in Booth V. Booth acknowledged there might be. But it was not necessary to resort to that ; for Love v. L'Estrange may be warranted upon the principles laid down in Goodtitle v. Whitby. It w^as not a simple, un- qualified gift ; but there were many circumstances to show, that Walter Nash was meant to have the benefit absolutely; and that the enjoy- ment only was postponed ; the testator giving it to trustees in the mean time; and applying a reason for withholding the enjoyment from this minor; that he wished him to follow his trade as a journeyman; with which object he naturally thought that fortune would interfere; and therefore he postpones the enjoyment of it until the age of twenty-four. But he gives it to trustees entirely and absolutely for the benefit of Walter Nash ; to improve it for his benefit ; to transfer the whole to 224 CONSTRUCTION OF LIMITATIONS (Part 2 him, when he arrives at that age : and to make him a certain allowance in the mean time. That is very different from a simple bequest to him, when twenty- four ; for if that had been a legacy, it would have been separated from the residue immediately upon the testator's death ; and must have been paid over to the trustees immediately : and they would have managed it, until the legatee had attained the age of twenty- four. Upon the whole view of the cases, and taking the reason of the doc- trine and the origin of it into consideration, there is no ground wdiat- soever for the generality of the proposition, which the Master of the Rolls is represented to have laid down in May v. Wood. To that proposition the following words are added : "And not, where he has merely used the word 'when' for the sole purpose of postponing the time of payment." If the Master of the Rolls meant so to qualify his former proposi- tion, that I admit; and have no difficulty in agreeing to it. But it is evident, tliat this is inaccurately taken ; for the two parts of the proposi- tion do not accord. First, it is laid down generally, "that it requires words to show, 'when' does operate conditionally :" in the latter part it is stated, that if it appears, "when" is used only for postponing pay- ment, it shall not operate farther. Nothing can be clearer than that. In this cause therefore I should have determined against the plaintiffs ; if it stood merely upon the first words. But then it is contended, that they are entitled ; because interest is given ; and that they come within an established rule of the court; that though such words are used as would not have vested the legacy, yet the circumstance of giving interest is an indication of intention, explanatory ; and denoting, that the testa- tor meant the whole legacy to belong to the legatee. On the other side it was contended, tliat the interest is not so given as to bring it within the general rule, but what is given is more like maintenance. It is true, it has been held, that has not the same effect as giving interest; upon this principle ; that nothing' more than a maintenance can be called for ; what can be shown to be necessary for maintenance : however large the interest may be; and therefore what is not taken out of the fund for maintenance must follow the fate of the principal ; whatever that may be. But by this will it is clear, the whole interest is given. Can there be any doubt, that in this case all the interest became, as it fell due, the absolute property of these infants, as separated altogether from the residue? All, that is left to the trustees, is to determine, in what manner it may be best employed. It is not merely so much of the interest as shall be necessary for the maintenance, but the interest entirely, separated from the principal. It is therefore the simple case of interest. It was observed for the defendants, that here is not only the period of the age, but also marriage with consent ; and it was asked, supposing any of them had married without the consent of the execu- tors, was it to vest? That is just the same question. If it is shifted, to the question, whether it is to be paid, if any of them married with- out consent, the executors might say, no : the period of payment had Ch. 4) VESTING OP LEGACIES 225 not arrived. But marriage with consent is not a condition precedent; for at the age of twenty-one, whether married with consent or not, they would be entitled. That therefore, not operating as a condition precedent, does not make any material distinction. The l egacy is ac - companied with an absolute gift of the interest ; _which_a_cc ording to the established rule has the effect of vesting it. I am therefore of opin- ion, that tlie plaTntrffs are entitled." In re ASHMORE'S TRUSTS. (Court of Chancery, 18G9. L. R. 9 Eq. 99.) Petition. Elizabeth Ashmore, widow, by her will dated the 14th of May, 1844, bequeathed all her r esiduary personal estate to trustees upon trust to assign and transfer a leasehold house as therein mentioned ; and further -Upon trust, after the decease of her daughter, Mary Ann Hopkins, to assign^tr anster, and pav ilOQQ (part of her sa id estate}^ or_the_jri- vestments thereof, and all other her moneys, estate, and e ffects, unt o and ~~eq ually between ^ suctr~of Ifer tour grandchildren, James Joseph Hopkins, George Thomas Hopkins, Elizabeth l:Iopkms, and Robert Hopkins, as should be livi ng at the_decea se of h er (testatr ix's) said daughter, and as should t hen have atta ined or should t hereafter live to attain me age of twenty-one ye ars ; and in the mean time to apply the dividends and annual proce eds of the sh a re or shares o f suc h of them as sliould be underjthe age_of twenty-one vears or so miuch there- of as might be necessarv. in or towards his, her, or their maintenanc e and education" TestatrixTHen continued as follows : "Provided, and my will is, that in case any of my said fou r grand- children shall die in the lif eti me of my said daughter leav ing l awful issue, them, liim, or her survTvTng, the share or shares of suc h of the m so dy ing shall be "assigned and transferred to such_issue_res pectively, in equal shares and proportions, on th eir attaining the age of twenty - one years, and the dividends and proceeds there of in the mean ti me to be applied in or towards their rnnintenance nnd e d uratinn ." 'testatrix died on the 13th of November, 1850. ]\Iary Ann Hopkins. the daughter, died on the 31st of August, 1859. At th at dateone of the grandchil dren, namely. J::! hp .q-pr plied td\Vurda Ihfe imilrrt^hance o f a particular p ergorT Tliat is not the case h^TC: 'R rcrc muiAt be a d eo laiallT Tn that there is a lapse as to a moiety of the residuary estate of this testatrix." In re Martin (1887) 57 L. T. K. (N. S.) 471 (income for maintenance) ; Spencer v. Wilson, L. R. 16 Eq. 501 (here the income was to be divided among the members of the class, but was not di- rected to be for maintenance). 228 CONSTRUCTION OF LIMITATIONS (Part 2 The testator died in February, 1860, and his widow in July, 1862. Thomas Were Fox, the son, died on the 4th of July, 1870, leaving a widow and nine children, of whom the eldest was born on the 1st of May, 1854. The widow of Thomas Were Fox, the son, married a second time in August, 1873. The question was, wh ether the gift of one fifth of the^sum of il5,- 000 by the will of Thomas Were Fox, "the el der, to~t he^childre n of T1v5^aTWprp21inx7^^^on 7 w^ vafid^ """Sir^gTJessEL, M. R. The first question is, whether a gift con- tained in a direction to pay to legatees on attaining a certain age, followed by a gift of the interest for maintenance, is vested? In the case of In re Ashmore's Trusts, Law Rep. 9 Eq. 99, Lord Justice James, when Vice-Chancellor, held that a similar gift was not vested. He admitted that his first impression was the other way, but he decided as he did on the authority of an old case, Pulsford v. Hunter, 3 Bro. C. C. 416. I cannot help thinking there is some mistake in the report of Pulsford v. Hunter. The observations in the judgment, as reported, seem to me to point, not to a gift of the interest for mainte- nance, but to a gift of maintenance out of the interest, which is not in accordance with the terms of the will as given in the report. However that may be, it seems to me that the law is clearly laid down in subse- quent authorities. In Watson v. Hayes, 5 My. & Cr. 125, 133, Lord Cottenham says : "It is well known that a legacy which w^ould, upon the terms of the gift, be contingent upon the legatee attaining a certain age, may be- come vested by a gift of the ixiterest in the mean time, whether direct or in the form of maintenance, provided it be of the whole interest; which clearly marks the principle that it is the gift of the whole interest which effects the vesting of the legacy. * * * It is therefore the giving the interest which is held to effect the vesting of the legacy, and not the giving maintenance ; but when maintenance is given, questions arise whether it be a distinct gift, or merely a direction as to the appli- cation of the interest ; and if it be a distinct gift, it has no effect upon 4he question of the vesting of the legacy." If that be the law, it is very difficultto supjport the jleci^sion^ in In re Ashmore's Trusts'. What the Vice-Chancellor said was thisl [lTi9 HoiiorTeadThe~|udgment] . I agree that In re Ashmore's Trusts is not tO' be distinguished from Pulsford V. Hunter as regards the terms of the will, but I do not find that Lord Loughborough said that giving the whole of the income for maintenance was not equivalent to giving interest. The report says that "the Lord Chancellor thought that, however it might be where interest was given, yet that the giving maintenance was a different case, and was not equivalent to giving interest." These observations, if cor- rectly reported (which I doubt), seem to me to point to the distinc-* Ch. 4) VESTIXG OF LEGACIES 229 tion taken by Lord Cottenham between a gift of interest to be applied in maintenance and a gift of maintenance apart from interest ; but if this be not the true meaning of them, then I think they are overruled by what Lord Cottenham said and by the current of modern authori- ties. Indeed, I cannot think that Watson v. Hayes and the subse- quent cases were called to the Vice-Chancellor's attention ; if they had, I feel sure he would willingly and cheerfully have followed them. One of these cases is that of Re Hart's Trusts, 3 De G. & J. 195, 200, 202, before the Appeal Court. There the testator gave real estate to a devisee for life, with remainder to trustees in fee, in trust to sell and out of the proceeds to pay a legacy of £500 when the legatee should attain twenty-five, and he directed that tlie legacy should carry interest from the death of the tenant for life, to be paid towards the legatee's maintenance until she attained twenty-five. The legatee sur- vived the tenant for life, but died under twenty-five ; and it was held that the legacy was vested. Lord Justice Knight Bruce says that the legatee, "if the gift in question had been a legacy out of the testator's personal estate merely, would, in my opinion, upon principle equally and authority, have acquired a vested right to the £500 for her absolute use, either on the testator's death (subject to his mother's life estate) or on the death of his mother. For by the will interest was made pay- able on the £500 from the time of the death of the testator's mother, and that interest was directed to be applied wholly for the benefit of" the legatee. Lord Justice Turner adverts to the distinction taken by Lord Cottenham in Watson v. Hayes, and says : "In the present case the direction is, that the legacy shall carry interest, annexing, as it seems to me, the interest to the legacy ; and I do not see how we could hold this legacy not to be vested, unless we were prepared to hold that no legacy to be paid when a legatee attains a prescribed age, with in- terest in the mean time, vests until the legatee has attained the specific age, a conclusion which would be quite at variance with Hanson v. Graham, 6 Ves. 239, and many other decided cases." Both the Lords Justices take the same view, which appears to me to be quite at vari- ance with what was decided in Pulsford v. Hunter. The Vice-Chancellor, in the case of In re Ashmore's Trusts, appears to have thrown out the suggestion that there might be a distinction between a gift of a separate share to each of the children on attaining twenty-one, with a gift of the income in the mean time for maintenance, and a gift of a fund to each of the children on attaining twenty-one, in equal shares, with a gift of interest in the mean time. I can find no such distinction taken in any other case, and it seems to me to be much too fine to be relied on. There still remains the difficulty that the gift here is not a gift of the whole income absolutely for maintenance : there is a discretionary power to apply the whole income, or so much as the trustees may think proper, and the question is, whether that is a gift of the whole interest 230 CONSTRUCTION OF LIMITATIONS (Part 2 within the rule as laid down in Watson v. Hayes and the other cases I have referred to. On that point Harrison v. Grimwood, 12 Beav. 192, is a distinct authority. There the legacy was given to a class, followed by a direction, during the minority of the members of the class, to apply the interest, "or a competent portion thereof," for maintenance ; and the court held the legacy was vested. Lord Langdale does not appear to have considered the indication of intention derived from the direction to pay the whole income as affected by the words enabling the trustees to apply a competent portion for maintenance ; he treated it as a gift of the whole income followed by a discretion to apply less than the whole income ; and that appears to me to be a rational view. Being opposed to the frittering away of general rules, and thinking that stiL'h rulesT'so long as they remam rules, "ougEtld^e followed, Hf holdThaFa^glfF^ontained in a direction to pay and divide amongst a class^at a specihc age, folfowedTy a direction to apply the whole in- come for mamtenanceT^n the mean time, is vested, and notihe less so because "there is a discretion conferred on the trustees to apply less than tHe whole incorhe foFfhat^ifrpose. ' ' f'also think Ihat^he gift over, If not conclusive on the question, certainly aids the construction adopted by me. The answer to the special case must be that the gift is valid.^"* In re PARKER. (Chancery Division, ISSO. 16 Ch. Div. 44.) Martha Elizabeth Parker, widow, who died in 1863, by her will, dated in 1856, gave her residuary real and personal estate to trustees in trust for sale and conversion, and to invest the proceeds upon the stocks, funds, and securities therein mentioned, and to stand possessed of the said stocks, funds, and securities, "upon trust to pay the dividends, interest, and income thereof, or such parTthereof as my said" trustees f orlihe time being shall from time to time_deem expedient, in and to- ward the mamteiiarice and_ediicationj3f my chHdren untjljny said chil- dren shall attamlherr respective ages of 21 y ears; and from andTm- mediately af ter th eir_ attainin ^ their respective age s of twenty-one years, then upon trust to pay, assign, and trans fer th e ^aid stocks, funds, and secifnties t o my sai d chiTdrenln equal shares, if more than one, and if but one, then to such one child ; and as to each daughter's share, whether original or accruing, upon trust to settle the same," for 15 Accord: Eccles v. Birkett, 4 De G. & S. 105; In re Turney, L. R. [1899] 2 Ch. 739; In re Williams. L. R. [19071 1 Ch. 180. But see oiuuion of North, J., in In re Wintle, L. R. [1890] 2 Ch. 711 ; al-so Wilson v. Knox, L. R. 13 Ir. 349. Ch. 4) VESTING OF LEGACIES 231 the benefit of herself and her children. And the testatrix declared "that i t sha ll be lawful for the trustees or trustee for the time being of this my wHT To assign,~Tfarisfer, or d ispos e ofany competent part, not" ex ceeding onFTTaTTof the pfesijmptive share of any of my children fo£ the preferment or advancing in life, or preparing for business, or on the marTiage'or any such child (being daughters) notwithstanding their minorities." The testatrix had three children, two sons and a daughter, all of whom survived her. One of the sons died in 1873 an infant, leaving his brother and sister, who both attained twenty-one, his next of kin. The daughter, Mrs, Barker, married in 1878 and in pursuance of the direction in the will a settlement was executed of her "moiety" of her mother's residuary estate. The question was whether Mrs. Barker's moiety of surplus income of the infant's one third remaining unapplied by the trustees for his maintenance and education devolved upon her as one of his next of kin, or whether it was bound by her settlement; in other words, whether the infant's share was to be treated as "vested" or "contingent." Jessel, M. R. It appears to me that t his case is Hifferenf- -Frnm t hat of F oTc V. Fox_ Law Rep. 19 Eq. 286. In my opinion, w hen a_ le gacy is payable at a certain age, but is, in terms, rnntincrent^ the leg- ac y becomes vested when there is a direction to p^y thp ini-prp-;t jj^ the m ean time to the person to whom the legacy is given : and not fhp less so when the re is superadded a direction that the trustees "shal l pay the who le or "such part ot the interest as thev shall think fit." But I am not aware ol^ any case where, the gift being of an entire fund pay - able to a cla ss~of persons equally on their attaining a certain age^ g. dire ction to apply the Income of the whole fund in the mean time for th eir mamtenanc e h as been held to create a vested interest in a member of the class who does not att ain that age. I'he woras nere are piam. Tlie trust is of residue : "to pay the dividends, interest, or income thereof, or such part thereof as my said trustees for the time being shall from time to time deem expedient, in or towards the maintenance and education of my children, until my said children shall attain their respective ages of twenty-one years ;" so tliat there is nothing here giving an aliquot share of income to any indi- vidual child ; the direction being to pay the income of the whole fund in_such_shares as the trustees shall think fit. I do not think you can infer anything from the direction for the settlement of the daughters' shares. Then follows a gift of the whole fund to the children equally on attaining twenty-one. I should have felt no difficulty if it had not been for the a dvancement clause, which s peaks of the "presump tive s hare of any of my child ren," but I do not think that clause is sufijcien"? t o'alter the effect of the preceding part of the will . That being so, I hold that the infant did not take a vested interest >i 232 CONSTRUCTION OF LIMITATIONS (Part 2 in his one-third share of the residue, and, accordingly, that Mrs. Bar- ker's moiety of the unappHed income of that share is bound by the trusts of her settlement.^^ DEWAR V. BROOKE. (Chancery Division, 18S0. 14 Ch. Div. 529.) Petition in an administration action. James Dewar, by his will, dated in 1866, after specific and pecuniary bequests, gave and bequeathed his real and residuary personal estate to trustees' upon trust for sale, conversion, and investment, and then proceeded as follows: "Subject to the preceding trusts and directions my trustees shall stand possessed of my said estate in trust for _aUniv ch_iJdren_or any my child who being sons or a son shall attain twenty- five, or bemg~"daughteTs or a daughter sharTattainthe age of twenty- is Accord: In re Grimsliaw's Trusts, L. R. 11 Ch. Div. 406; In re Mervin [1891] 3 Ch. 197. See also Andrews v. Lincoln, 95 Me. 541. 50 Atl. 898, 56 L. R. A. 10.3 ; Anderson v. :\Ienefee (Tex. Civ. App.) 174 S. W. 904. In In re Griuishaw's Trusts, supra, Hall, V. C, said: "With reference to the decision of the ^Master of the Rolls in Fox v. Fox, Law^ Rep. 19 E(i. 2S6, it is sufficient for pi-esent purposes to say that the frame and scheme of the disposition in that will were different. The first trust there was of the cap- ital fund, and after the gift of that in the first instance to the children there followed as a sort of annex to that trust these words, 'applying from time to time the income of the presumptive share of each child (if more tlian one), or the income of the whole if an only child, and so much thereof respective- ly as the trustees or trustee for the time being might think proper.' I can understand in such a case where the trust in the first instance was a trust of the capital fund with a superadded provision for maintenance, although the words were 'or so much thereof respectively as the trustees or trustee might think proi>er,' that it might well be considered that in substance there was a trust of the whole income, with a mere authority given to tlie trustee to re- duce the amount to be applied for maintenance — that there was in substance a trust of the capital fund and income for the children in the fii-st Instance. That distinguishes that case from the present." In Pearson v. Dolman, L. R. 3 Eq. 315, at 321, Sir W. Page Wood, V. C, said: "* * * where the principal is given at a distant epoch, and the whole income is given in the meantime, the Court, leaning in favour of vest- ing, has said that the whole thing is given ; but if there occurs an interval or gap, which separates the gift of the income from the principal, it is not vested. In this way I think some, though perhaps not all, of the cases may be reconciled where the income has been only partially given, that is to say, where a certain amount has been given to trustees for the purpose of main- tenance and not the whole income of the fund." So if the income is not given to the legatee during the period before the dis- tribution of the principal, but is itself only given at the time of distribution and along with the principal, the gift of income is contingent, like the gift of the principal, and furnishes no argument for the vesting of the gift of the principal. Locke v. Lamb, 4 Eq. 372 ; Russell v. Russell, L. R. [1903] 1 Ir. 168. See also I^ake v. Robinson, 2 Mer. 3G3, post, p. 519. So if income is divided equally between parents and in case of the death of a parent before the period of distribution the income formerly payable to the parent is payable to the parent's children ])or stirpes and subse(]uently the principal is to be divided equally among all the children of the parent per capita, the gift of income furnishes no argument in favor of vesting. In re Kountz's Estate, 213 Pa. 399, 62 Atl. 1106. Ch. 4) VESTING OF LEGACIES 233 one years or marry, and i£ more than one in equal shares, and to be divided and paid on the youngest" of my said children attammg twenty- one years, and tlie sha£ e_of_each otmy daughters to bef or Jier^sep- arateTus e "with re main deFto het^hild rej r^qu ahy, aiid iiide f aviltoF children for such person or persons as she sh^Ill)y ~wair"gr'T:odtrii~ap- point\ Tempower my trustees to raise any part not exceeding one-half ofihe vested or pr esumj^tive share of a child or remoter issue, ari d appTy The same for HTs or her adva ncemeiit. I empower my said trus- tees to apply the whole or such part as they shall think fit of the'^aii- nuaf income to which any child or remoter issue shall be entitled m e xpectancy towards the maintenance or education ofsuch child." The testator, who died in 1867, had issue two children only, viz., the Petitioner, David Douglas Dewar, who was born on the 17th of December, 1856, and was now of the age of twenty-three y ears, and Jessie Ethel Dewar, who was born on the 11th of September, 1858. During the infancy of Jessie Ethel Dewar an administration action was instituted on her behalf against the Petitioner and the trustees, in the course of which the estate of the testator had been administered and the clear residue thereof ascertained, under the direction of the Court, at the sum of £49,000. Jessie Ethel Dew^ar attained twenty-one in September, 1879, and the Petitioner, being about to marry, and being desirous of making a settlement on his marriage, now presented this petition, praying, 1. for a declaration that according to the true construction of the will of the testator his residuary estate became divisible and payable on his daughter, the youngest child, attaining twenty-one, in equal shares be- tween her and the Petitioner, as the only children of the testator, and that their respective shares might be ascertained and divided and paid accordingly ; or 2, in the alternative, that the trustees might be di- rected to and might raise one-half part of the Petitioner's vested or presumptive share of the testator's residuary estate, and apply the same for his advancement, he being willing and thereby offering that such one-half part should be settled upon certain trusts for himself,- his in- tended wife, and the issue of the intended marriage therein specified ; and that the trustees might be directed to pay the income arising from tlie other half part of the Petitioner's vested or presumptive share to the Petitioner towards his maintenance. Hall, V. C. The trust here is for the children who being sons or a son attain twenty-five, or being daughters or a daughter attain twenty-one or marry. In Fox v. Fox, Law Rep. 19 Eq. 286, the trust was a trust for sons "as and when" they attain twenty-five. Here a son who has not attained twenty-five is not one of the cestuis que trust. The maintenance clause is not inconsistent with a son under twenty-five not being a cestui que trust, it providing for the maintenance of chil- dren entitled to income in expectancy. In Fox v. Fox the maintenance clause did not describe the child as a child who w^as entitled to income in expectancy, but was in these terms : "Applying from time to time L i 234 CONSTRUCTION OF LIMITATIONS (Part 2 the income of the presumptive" share "of each child (if more than one) or the income" of the whole "if an only child, or so much thereof respectively as the trustees for the time being might think proper to and for his and her maintenance and education, until such share or en- tirety, as the case might be, should become payable as aforesaid." I think I should be departing from the ordinary meaning of the words used in this "will it 1 were t^Tiold that by force of the mamtenance claii seP\vhich is what is mamly relied upon f ort H e Petitioner.^TTie P e- titioner is entitled to a vested interest. With regard to the payment and^ivisiorT being dn-ected at" the time when the youngest child at- tains twenty-one years, that direction may, and I think does, mean that actual division and payment shall not take place until the youngest attains that age; the testator says, in effect, that there is not to be payment or division until the youngest attains twenty-one; i. e., you are to wait for that event before you make payment and division, and when that happens you are to make payment and division ; such pay- ment and division being, however, necessarily subject to postponement or incomplete in reference to any sons who may be under twenty-five, and as to daughters, it is observable that when the youngest child at- tains twenty-one there might be included in the division a daughter who was not twenty-one but married. As__to_Fox _v. Fox, LgAV Rep. 19 Eq. 286, it may in some other cas e have to be determined^ wjietHer it is in conflict with the decision of IHeTJord Justice James in the case of InTe Ashmore 's~Trusts7Xaw~Rep. 9 Eg. 99. an^JT lf sorw hic"h de- cisiorrts to"be followed. ^^ IT "It is important to distinguish a gift to a contingent class and a gift to a class upon a contingency ; thus, a gift to children who attain twenty-one. or to such children as attain twenty-one, is a gift to a contingent class, and will only vest in those who attain twenty-one, though there may be a gift of interest or other circumstances, which in a gift to a class upon a contingency, as, for instance, at twenty-one, might have the effect of vesting the bequest." See Gotch v. Foster, 5 Eq. 311. There are several cases where no special argument could be made in favor of vesting, such as the payment of interest or income in the meantime, and where the gift was held to be to a contingent class: Bull v. Prit chard, 1 Russ. 213 ; Leake v. Robinson, 2 Mer. 363 (post, p. 519) ; Stead v. Piatt, 18 Beav. 50. Ch. 5) GIFTS OVER 235 CHAPTER V GIFTS OVER UPON THE DEATH OF A PREVIOUS TAKER SIMPLICITER, OR WITHOUT CHILDREN, OR WITH- OUT ISSUE SURVIVING THE FIRST TAKER O'MAHONEY v. BURDETT. (House of Lords, 1874. L, R. 7 Eng, & Ir. App. Cas. 388.) The Lord Chancellor [Lord Cairns]. My Lords, Jane Brooke, by her will, dated on the 18th of September, 1840, made a bequest of a sum of ilOOO in the following words : "I bequeath tojny^^ister^Grace L'Estrange, the widow of Colonel L'Estrange, of Moystown, the sum of ilOOO in the 314 per cent. Irish stock, for her li fe, and after her deat h to her daughter, Grace L'Estrang e. If my said niece should die unmarri ed or without children, the ilOQO rtTefe~wiII^t o~reverrt(r my~ nephewTColonel Hen ry L'Estrange , of Moystown ;" and thelestalfix appotnted her nephew, John Burdett, her residuary legatee. Colonel Hen ry L'Estrange died before the testatrix, and so did G race L'Es- tranp^pjJTP^i-pnnnt fnr lifg^ pf the leg acy. The testatrix herself died on the 29th of March, 1848. G race L'Estrange, the niece of the tes- tatrix, was married inl 851 to the Appel lant O'Malioney, and died in 18/1, and there was no child of the marriage. The Ap pell ant, under these circumstahcer, contends that the interest of Grace L/Estrange, the niece, otherwise O'Mahoney, became, upon her surviving both her own mother and the testatrix, the tenant for life,fabsolute and indefeasible. He contends, in other words, tha^b}' the expression^ "if my niece should die unmarried or^vyit hout children ," is to be u nder stood the deatli of the^niece unmarried or wit hout ch ij- dr'en, not at any time whatsoever, but only during the lifetime of the te nant for li fe. Uf this opiniorTwas the then Master or~the Rolls in Ireland, who made an ord er to that effect on the 15th of July, 1859. But this o_rde r was reve rse d by the Judg es jn the Court of Appea Hn Ch ancery in Ireland^ who by an order dated the 17th of November, 1859, declared that the bequest of ilOOO stock to Grace O'Mahoney was defeasible in the event of her dying unmarried or without chil- dren, at any time. Lender this order the Respondent, as the representa- tive of the residuary legatee, now claims to be entitled to the legacy. In tli e absence of any auth ority to the contrary, I should entertain no do ubt that the decision of the Court oT Appeal i n Chancery iiTTre- lan d was in accor dance with the true interpretation of tli e^vijl. A bequest to A., and if she shall die unmarried or without children to B., is, according to the ordinary and literal meaning of the words, an 236 CONSTRUCTION OF LIMITATIONS (Part 2 absolute gift to A., defeasible by an executory gift over, in the event of A. dying, at any time, under the circumstances indicated, namely, unmarried or without children. And in like manner, a bequest to X. for life, with remainder to A., and if A. die unmarried or without children to B., is, according to the ordinary and literal meaning of the words, an executory gift over, defeating the absolute interest of A. in the event of A. dying, at any time unmarried or without children. In this particul ar will any lig ht that is to be obtained from the con- text isliot opposedto, but supports, the naturarmeaiTmg~oT the words. The~Tlirection that it the niece should die unmarried or without chil- dren the ilOOO is "to revert to my nephew Colonel Henry L'Estrange," ap pears to indicate that the legacy wasTo'coime b acTc^ or come away, f rom the niece a fte r sh^ h nd h sd t h e p ossess io n ^ nd enjoyment of i t, rather than to imply that the only state of circumstances under which Colonel Henry L'Estrange could take, would be a state of circum- stances under which the niece would have had no enjoyment of the legacy at all. In other words, the benefit intended for the nephew ap- pears to me to be introduced through the medium of an executory limi- tation over after enjoyment by a previous taker, and not as an alterna- tive gift to take efifect, if at all, before the period of enjoyment com- mences. B ut it is said that there is now established a n absolute rule of law, or rule of constructi on, that w her e there is" a gifFToTTife, foU owgdHby a glit over ot the 'capit^^with a proviso that ijth e second takei^hall dieUnder age, or unmarried, or without children, there the death of the second taker, thus deicribed, is to be taken to refer, liot to death under those circumstances at any time, but to death under those cir- cu msTaiices be tore the tenanL Jor life ; and the case of Edwards v. Ed- war diirFBea^r^ST^TnTjTTch.) 324], decided by the late Master of the Rolls, is referred to as the authority for this proposition. It is clear that the case of Edwards v, Edwards [15 Beav. 357, 21 L. J. (Ch.) 324] , decided in the year 1852, could not establish any new rule of construction applicable to cases of this kind; and it is equally clear, looking at the report of the case, that the Master of the Rolls did not intend to establish any new rule of construction. His Honor endeavours to collect and classify the various decisions which have taken place as to construction of gifts over in the case of death, or in the case of death under particular circumstances ; and the question is, whether that part of his judgment which deals with gifts, like the one before your Lordships, is a just expression of the principles to be de- duced from decisions before that time. As regards the question actually decided in the case of Edwards v. Edwards [15 Beav. 357, 21 L. J. Ch. 324], with reference to the will then before the Court, there were expressions in that will which may well have warranted the conclusion at which the Court arrived. The testator devised freeholds and leaseholds to his wife for life or widow- hood. Then part of the property he gave to his eldest son "for him Ch. 5) GIFTS OVER 237 and his heirs to possess immediately after his mother's death or mar- riage." He made similar devises and bequests to another son and to a daughter; and he continued: "If my wife shall remain my widow my trustees shall assign and transfer to each of my children their shares, immediately after her death, and as soon as they arrive at twen- ty-one years of age. * * * Farther, if one of my children shall die leaving no children, his or her share shall be equally divided be- tween the other two." The direction here for an assignment and trans- fer, coupled with immediate and absolute possession upon the death of the tenant for life, may well have justified the decision confining the contingency, of death without children, to the life of the tenant for life.^ The Master of the Rolls, however, in his judgment, divides the cases on this subject into four classes. Upon the first three classes it is not necessary to do more than to point out that the conclusions drawn from them by His Honour do not appear to me in any way to lead up to the rule which he deduces from the fourth class of cases which he mentions. The first class of cases is that where there is a gif t to A., and if he shall die to B . If in such a case the words are to be rea^~Tit- erally, j'ou have, in the first place, the absolute gift, and then a gift over in the event of death ; an event not contingent but certain, and in order to avoid the repugnancy of an absolute giving and an absolute taking away, th e Court is fo rced to read the wor ds "in case of death" as meanitioi^in case of death before tlie'mterest vests7 " '^ith regard to the second class of cases, namel)'', gifts to A. for -2- 1 "If the fund is vested in trustees, who are directed to distribute it at a certain time, so that the trusts then determine, and the legatees, who are to take upon the deatli of prior legatees without issue, are contemplated as tak- ing through the medium of the same trustees, there is prima facie reason for restricting the death without issue to death without issue before the time of distribution. Galland v. Leonard, 1 Sw. 161 ; Wheable v. Withers, IG Sim. 505 ; Edwards v. Edwards, 15 B. 357 ; Beckton v. Barton, 27 B. 99 ; Dean v. Handley, 2 H. & M. 6.115. See Smith v. Colman, 25 B. 217 ; In re Hay wai'd, Creery v. Lingwood, 19 Ch. D. 470 ; In re Luddy, Peard v. Morton, 25 Ch. D. 394; Lewin v. Killey, 13 App, C. 783, P. C." Theobald on Wills (7th Ed.) p. 662. "\\Tien there is a direction that a legatee is to have the absolute control of her legacy at a particular time, a subsequent gift over will be limited to take effect before that time. Clark v. Henry, 11 Eq. 222, 6 Ch. 5SS." Theobald on W'ills (7th Ed.) p. 663. 2 "If there is an immediate gift to A. and a gift over in case of his death, or any similar expression implying the death to be a contingent event, the gift over will take effect onlv in the event of A.'s death before the testator. Lord Bindon v. Earl of Suffolk, 1 P. W, 96; Turner v. Moor, 6 Ves. 556; Cambridge v. Rous, 8 Ves. 12 ; Crigan v. Baines, 7 Sim. 40 ; Taylor v. Stain- ton, 2 Jur. N. S. 634; Ingham v. Ingham, I. R. 11 p:q. 101; In re Neary's Es- tate, 7 L. R. Ir. 311 ; Elliott v. Smith, 22 Ch. D. 236 ; In re Bourke's Trusts, 27 L. R. Ir. 573. See Watson v. Watson, 7 P. D. 10." Theobald on Wills (7th Ed.) p. 658. " But, as a rule, when t here is a gift to A. indefinitely, followed by a gift at his decease, A . Wlir tirKe" only a lite interesT; Constable v. Bull, 3 De 'G7~^ S. 411; Waters v. WatefsT'lZS' L. J. Ch. 624; Adams' Trust, 14 W. R. 18 , Joslin V. Hammond, 3 M. & K. 110 ; Reid v. Reid, 25 B, 469 ; Bibbens v. Pot- 238 CONSTRUCTION OF LiJiiTATiONS (Part 2 life,' an d If he shall die witho u t children , over, the Master of the Rolls expresses himself thus: "In the second of the supposed cases there is a manifest distinction. There the event spoken of on which the leg- acy is to go over is not a certain but a contingent event. It is not in case of the death of A., but in case of his death without children ; and here it would be importing a meaning and adding words to the will, if it were to be construed to import as a condition which was to en- title B. to take, that the death of A. without children must happen be- fore some particular period. In these cases, therefore, it has always been held, that if_ at any_time, whejiherjiefore or after the death ^ f the tes tator, A. should 'd ie withoiitjeavino;_a-jciiildjhe^y^^ eflect, "and __t he legacy~vests IvT' S'. This is established by the case of Farthing vT^AIlen [2 Madd. 310], mentioned in Haddocks, but re- ported only in Jarman on Wills." [Vol. 2, p. 688.] My Lords, I agree with these observations, but I must observe in passing that I am unable to understand how it is not, to use the expression of the Master of the Rolls, "importing a meaning and adding words to the will," if you construe it to imply, as a condition which is to entitle B. to take, that the death of A. without children must happen before some particular period, any more where tliere is not. than where there is, a previous life estate. I may pass over the third class of cases as not bearing upon the question now before your Lordships.* ter, 10 Ch. D. 733 ; Re Houghton, Houghton v. Brown, 50 L. T. 529 ; Re Rus- sell. 52 L. T, 559." Theobald on Wills (7th Ed.) pp. 658. 659. "In^t he ease of realty, a devise to A. simply in a will before the Wi lls Act, a nd in~case of pis deat h over, would pernaps be construed as to~?C"^^ ]life, a nd atter his deatn over . Bowen v. Scowcroft, 2 i. & C. tjx. 640. See, how- ever, Wright V. Stephens, 4 B. & Aid. 574. On the other hand, if the devise gives A. the fee, a gift over, in case of A.'s deattr;~^tll~be hetdJELrjefer to Msr d?nTK befo re the le is l a lor; — BogersrTT'Hogers, 7 W. R. 541." TheobaIdr"on~ WmiT7th EdT^TBBO: 3 In Edwards v. Edwards, 15 Beav. 357, at 361, the Master of the Rolls said: '•T he second case is that o f3_gift_ to A., and, if he shall diejvvlthout_l§OJ:ing a child, then to B." This Includes the case where "the first take r is ^Tven an abs olute interest: — FifeTv. Alleur22S 111. b07, Sl JSI. E. 110b; Carpenter v. SaagrnmrcrTIoan^ Trust Co., 229 111. 486, 82 N. E. 418; People v. City of Peoria, 229 111. 225, 82 N. E. 225 ; Humane Society v. McMurtrie, 229 111. 519, 82 N. E. 319. 4 In Edwards v, Edwards, 15 Beav. 357, at 363, the Master of the Rolls said : "In the third class of cases, wher e a p revioiis-Iiffe=estate is giv en, the same rule which applies to the^rst cra^gJaJTcaseilaoidis g. equaTly, t h ough th e ji.ppHrTrmTfrTvF it tiy??s3 diffe rent tlin p In the first case, the rule is, if A. die bef o r e the " T^ertb^T^f possession or payment, i. e. before the death of the tes- tator, the legacy goes to B. In the case I am now considering, the rule is the same, namely, if A. die before the period of possession or payment, i. e. before the death of the tenant for life of the legacy, the legacy goes to B. This is the case of Hervey v. McLaughlin [1 Price, 2G4], cited with approba- tion by V. C. Wigram in Salisbury v. I'etty [3 Hare, 92]. And it may further be observed, that the propriety of giving effect to the testator's words, mak- ing death a contingent event, by referring that event to the period when the legacy is vested in possession, rather than to the death of the testator, where these periods are not identical, was the ground on which the House of Lords reversed the decision of Lord Cowper, in Lord Kindon v. The Earl of Suf- folk [1 P. Wms. 96], although the principle of that decision was then rec- ognized, and has always been since maintained." Ch. 5) GIFTS OVER 239 The f oiirth cla ss of cases mentioned by the Master of the Rolls ^ consists o? those where a life^s tate is given, and th e property is then given to A. with_ a drre ctIonjhatjfJie__shal l die leaving no child (orj m- marrieSlQX_iin 3er twenty ^ one). over . As to these cases the Master of the Rolls observes, that the words referring to death without leaving a child, &c., may be applied to death at any time whenever it may oc- cur; "nor," he continues, "if it were res Integra would it be easy, in the absence of any indication of intention to be collected from the rest of the will, to determine what construction ought to prevail." The /^^^ JX^ H . -'^-^ Master_of ^the Rolls, however, proceeds to say t h at he considers it ^^ set-_ ^c^-t'^C.^ / C^ tied, both bvj^r incip le and authority, that, in the^ absence of any word s ^v^-^J--^ d "5 o,^^ indi cating' a con trary~ Tntention. the~rule isTlha t the words indicating /, -vv/r deat h without leav mg a child." must be construed to ref e? To the oc- /. , i rf* currmg of that event betore the period of distri bution, which he ta kes /^^'*-^^*^ "^ A-tvL as synonymous"lvith the d _eatl i nt th pjhenTmrfn r li^ ' O'-JZ^ The principle to which the Master of the Rolls refers, he states to be, the desire of the Court to avoid a construction so inconvenient as one which must suspend the absolute vesting of the gift during the whole lifetime of the legatee, a principle which, he says, influenced Lord Brougham in his decision of the case of Home v. Pillans [2 My. & K. 15]. With regard to the case of Home v. Pillans, it will be found, when I examine it, to have no application whatever to bequests of the kind which we are now considering, and I am not aware of any principle such as the Master of the Rolls refers to, being applied to control the natural meaning of the terms of a bequest. In the second class of cases referred to by the Master of the Rolls, the gift continues defeasible during the whole life of the legatee; and in cases like that before 3^our Lordships it would, even according to the construction of the Appellant, continue defeasible during the whole of the life of the legatee, supposing the legatee to be outlived by the tenant for life. The Master of the Rolls, however, refers to decided authorities. These authorities are Da Costa v. Keir [3 Russ. 360], Galland v. Leon- ard [1 Sw. 161], and Home v. Pillans [2 My. & K. 15]. In Da Costa V. Keir [3 Russ. 360] the testator gave the residue of his estate to his widow for her life, and after her decease to a person whom I shall de- note as C, to and for her own use and benefit, to be at her own dis- posal, but if C. should happen to die, leaving any children living at her decease, then to such children ; but if C. should happen to die with- out any child or children living at her decease, then to D. and E. equally ; but if either should die before they became entitled to re- ceive the residue of his estate, then the whole to the survivors ; but if both should happen to die in the lifetime of the widow, then to his widow absolutely. There were, in this will, various circumstances pointing out the death of the widow as the period at which all the in- terests were to become indefeasible. In the first place the principal of the residue was given to C. "from and after the death of the widow, to and for her own use and benefit, to be at her own disposal ;" a pro- 240 CONSTRUCTION OF LIMITATIONS (Part 2 vision which appeared to negative any continuing defeasibility. In the next place, the gift over from C. was framed, either in case she should die leaving children, or in case she should die not leaving children. And inasmuch as she must of necessity die either leaving or not leaving children, the case was the same as those where the gift over is in the event of death simpliciter. Farther, the ultimate gift was, in case D. and E. should both happen to die in the lifetime of the widow, a provision which seemed to imply that the previous gifts over were meant to be in case of death in the lifetime of the widow. It was upon these particular expressions, peculiar to this particular will, and not upon any general rule of construction, that the Master of the Rolls arrived at a decision, which, as it appears to me, was in that case en- tirely justified by the words of the will. With regard to the case of Galland v. Leonard [1 Sw. 161] it is unnecessary to delay your Lordships by going through a narrative of the will. It is singular that there also, as in Da Costa v. Keir [3 Russ. 360] , there was a gift over in the double event of either leaving or not leaving children, and there was a provision that the children of a daugh- ter should be entitled to the same share as their mother would have been entitled to "if then living," and it was upon these expressions, and on the general construction of the particular will, that the Master of the Rolls held that the daughters surviving the tenant for life took indefeasible interests. The case of Home v. Pillans [2 My. & K. 15] was a case of an en- tirely different kind. There was there a bequest to the testator's nieces when and if they should attain twenty-one ; and, in case of the death of either niece leaving children, or a child, the testator gave the share of the niece so dying to her children or child. This was not the case of an absolute gift, with a gift over in a certain event. There was no gift over, and there was no gift at all until a niece attained twenty- one, and the child of a niece marrying and dying before twenty-one would have been wholly unprovided for if the Court had not held that the words "in case of the death of my said nieces or either of them, leaving children or a child," pointed to a death under twenty-one. I am unable, therefore, to find in the authorities referred to bv the Master of the Rolls the general rule of construction which he deduces from them. I may add that there is a well-known class of cases referred to by Mr. Fearne in his book on Contingent Remainders [9th Ed. p. 471], and by other writers, where, with respect to executory devises of terms for years or other personal estates the Court of Chancery has been accustomed to lay hold of any words in the will to tie up the generality of the expression "dying without issue," and confine it to dying without issue living at the time of the person's decease. In sev- eral of these cases there has been a prior life estate, as in the case of Atkinson v. Hutchinson [3 P. Wms. 258], but in none of them was it ever suggested that the words "dying without issue" or without leav- Ch. 5) GIFTS OVER 241 ing issue, could be construed as pointing to a death before the tenant for Hfe. My Lords, I need not refer in detail to cases decided since the case of Edwards v. Edwards [15 Beav. 357, 21 L. J. Ch. 324], some of them have professed simply to follow Edwards v. Edwards [15 Beav. 357, 21 L. J. Ch. 324], and among them is the case of In re Heath- cote's Trust [Law Rep. 9 Ch. Ap. 45 ; see the case Ingram v. Soutten, post] now under appeal before, and about to be decided by, your Lordships, Another is the case of Smith v. Spencer [6 Deg., M. & G. 631], before Lord Cranworth, a case in which, if it is analogous to the present, the decision of Edwards v. Edwards [15 Beav. 357, 21 L. J. Ch. 324] was certainly not followed. I a m unable to find, in any rgt^p prjnr tr^ Edw^T'^'^L.y^JP^j^^'''^^'' [15 Beav. 357, 21 L. J. Ch. 324], any authority thatjhej vyords intr oducing a gift over in case n f f ji fwjpn fT pTm m a rned^ nrlv^hh nut Jl!iJld.rgn_of a previous taker d6~not ind icat e, acc ordingi lQ_t heir n atural and prosper meantng. deatlT unmarried_0£ without children occurrin g-Jit any time, or th afTlns ~ofdinary^nd literal meaning^js^t p be depar ted Jrom other- wise thaFln~consHJueTi(:e^of~ajCont^^ ing necessafy"oi^ prbperT r ought to observeTTesTlt should appear to have been overlooked, that at one period of the argument doubts were expressed whether un- der the present will the nephew, Colonel L'Estrange, having died in the life of the testatrix, the gift over from Grace L'Estrange could take effect. This point was not raised in the Court below, and I am satisfied that the gift to Colonel L'Estrange having failed t)y lap se, th'e resi duary legatee is entitled to take all that Colonel L'Estrange," if livi ng at the death of the testatrix, could have takem On tlie whole, I am of opinion that the present appeal should be dismissed with costs. My Lords, I say with costs, more particularly, because I observe that out of this legacy, not a large one at the best, the costs of litigation which came on two occasions before the Court below have already been paid ; and if farther costs were to be paid out of the legacy, it would in effect be making the owner of the legacy pay the costs of both sides throughout the litigation.^ * * * Lord SelbornK. [After dealing with the principal point of the case and agreeing in the conclusions expressed by the Lord Chancellor, continued as follows:] This disposes of the appeal now before us, un- 6 Opinion of Lord Ilatherley omitted. Note on the Meaning ok '"Without Children." — "AYithont any child" means primarilv without children surviving at the death of the first taker. Jeffreys v. Conner, 28 Beav. 328 ; In re Booth ; Pickard v. Booth, L, R. [1900] 1 Ch. 7GS. Where there is a gift to A. absolutely, and a gift over on his death with- out leaving children, the word "leaying'' will cause the gift over to take ef- fect if A. dies leaving no children surviving him at his death. See Theobald on Wills (7th Ed.) pp. 706, 707 ; Smith v. Kimbell, 153 III. 368, 377, 38 N. E. 1029. 4 Kales Prop. — 16 242 CONSTRUCTION OF LIMITATIONS (Part 2 less it can be held that the gift to Grace L'Estrange, the niece, being absolute in form, never became subject to the divesting clause, be- cause the contingent gift by the clause was to a person who died in the testatrix's lifetime. When the appeal was first opened, I doubted whether, under these circumstances, the effect of the divesting clause was not wholly evacuated, in the same way as if there had been a blank in the will for the name of the substituted legatee. But the result of the preliminary argument on that point, and of the authority cited by the Respondent, has been to satisfy me that the lapse of a contingent gift, by way of substitution, to a person named who might have sur- vived the testatrix, operates (when the contingency has happened on which the gift to the person was made to depend) for the benefit of the residuar}^ legatee, or next of kin, in the same way as if the gift had been originally made to the same person, free from any contin- gency. Order appealed from affirmed; and appeal dismissed, with costs. TREHARNE v. LAYTON. (In the Exchequer Chamber, 1875. L. R. 10 Q. B. 459.) « Appeal from the decision of the Court of Queen's Bench discharg- ing a rule to enter a verdict for the defendants. The action was in ejectment to recover possession of tenements sit- uate at Clay Hill, in the county of Hertford. The defendants as landlords defended for the whole. The cause was tried before Kelly, C. B., at Hertford spring assizes, 1874. Jane Clifford, formerly of Clay Hill, made and executed her will on the 19th of June, 1863, as follows: "I, Jane Clifford, of Cedar Cottage, Clay Hill, * * * do make and declare this to be my will and testament in the manner following: I order that all my just debts, funeral expenses, and charges of prov- ing this my will, be in the first place fully paid and satisfied, and after payment thereof all the rest, residue, and remainder of my goods, chat- tels, debts, ready money, effects, and other my estate whatsoever and wheresoever both real and personal, I give and bequeath the same, and every part and parcel thereof, unto my granddaughter Martha Hud- son, for her sole use during her lifetime, and after her death to her children in equal parts. And I do hereby order my granddaughter Martha Hudson to allow my brother Robert Robbins everything neces- sary during his lifetime in her own house, or my granddaughter Martha Hudson to allow my said brother fifteen shillings per week so long as he shall live. In case my granddaughter Martha dies leaving no issue, 6 Only the opinion of Cleasby. B., is given. The concurring opinions of Grove and Denman, JJ., and Pollock and Amphlett, BB., are omitted. Ch. 5) GIFTS OVER 243 the whole of the property g-oes to the next of kin,_vvith the understand- ing'TEarTEey~~Ehe~riext"T7f'knr^~atl6w~i^^ Robert Robbins fif- teen shilHngs per week during his life." Martha Hudson married the plaintiff on the 27th of July, 1864. The testatrix died on the 29th of January, 1867. In April, 1868, a male child was born to the plaintiff and Martha Treharne" (tormerly Hudson), andjive d lor~ a^e vir hours only. No other "child oTTlTFmarrTage'was'Bonraiive^ Martha Treharne died on the 6th of June, 1872. The property sought to be recovered was freehold property of Jane Clifford and passed by her will. The verdict was entered for the plaintiff. Kelly, C. B. reserved leave to enter a verdict for the defendants, on the ground that there was no evidence of sufficient title in the plaintiff to enable him to maintain the action. A rule was afterwards obtained pursuant to leave reserved. The rule w^as argued on the 21st and 23rd of November, 1874, and the Court (Blackburn, j\Iellor, and Lush, JJ.) discharged the rule on the ground that the phrase "leaving no issue" must be construed as "having had no issueT" "^ " ' — ^LEASBY, B. We think that the authorities applicable to this case are so clear and so strong that we should not be justified in saying that they are wrong. The position they lay down is, that where an estate is vested in children after a gift to a parent, then the gift over in case of the parent dying "without leaving issue" must be read "having had no issue" in order to carry into effect the intention of the testator: and this rests upon the highest authority and goes back further than the case of Maitland v. Chalie, 6 Madd. 243, at p. 250, which was a decision of Leech, V. C. He says : "In this case a clear vested inter- est is in the first place given to the children of a daughter attaining twenty-one ; if in the clause which gives the property over on failure of children of the daughter the word 'having' be read for 'leaving' the whole will will express a consistent intention to that effect." Then he says : "I feel myself bound by the authorities," and he refers to Woodcock V. Duke of Dorset, 3 Bro. C. C. 569; 3 V. & B. 82, (c), which was no doubt a case of settlement, but we cannot disregard it. That case was in the time of Lord Thurlow. Then we have the dis- tinct authority of Parker, V. C, in Re Thompson's Trusts, 5 De G. & Sm. 667 ; 22 L. J. (Ch.) 273, who, in dealing with the case expresses himself thus : "I think that this case comes within the authorities cited in support of the petition. The will gives a life estate and then clearly a vested interest in the children ; and if any child dies under twenty- one leaving issue, to the issue of that child. Thus far everything is vested; and then occurs the clause, 'in case the said Martha Oliver shall leave no child or children, or leaving such, all of them shall hap- pen to die under age and without issue,' in which case he gives the fund over. It is said that if the word 'leave' be understood in its ordi- 244 CONSTRUCTION OF LIMITATIONS (Part 2 nary sense, the gift over takes effect, for Martha Oliver had no chil- dren who survived her. It appears to me that the testator's intention was to give this fund over only in case the previous limitation should fail." And then he adds this remark, which is so just and applicable to all cases of this description: "But I may observe an observation that may always be made in cases where there is this kind of question, that the testator never contemplated the event which has happened of a child attaining twenty-one and dying in the lifetime of the tenant for life. He assumed the child would have lived.'' And then he says, "1 consider the construction is clear according to the authorities." And he refers to Maitland v. Chalie, 6 Madd. 243, the case decided by Leach^ V. C, which he says is clearly in point. In addition to these decisions we have that of Kindersley, V. C, in Ex parte Hooper, 1 Drew. 264, and Wood, V. C, in White v. Hill, Law Rep, 4 Eq. 265, which bring the authorities down from the time of Lord Thurlow (1792) to the present time without dispute. At all events, I speak for my learned Brothers as well as for myself, we do not feel justified in overruling the decision of the Court of Queen's Bench, based on a long series of authorities; the judgment therefore must be affirmed.'^ 7 "This constr uction cannot be^4oBtgd_whe re the gift ove rJg_im_tlie-death of the"TenautTor life •wittnTirrTeaAiDs any cETltli'ai at'his death, or wi thou leaving auv ■(.'hlldrginnm surviving. Young v. Turner, 1 B. & S. 5o(P, In re HanitrtT'SteTffl^irTreTnrritnglRnnT^ Ch. D. 1S3, 39 Ch. D. 426." Theobald on Wills (7th Ed.) p. 706. Ch. G) GIFTS ON FAILURE OF ISSUE 245 CHAPTER VI GIFTS ON FAILURE OF ISSUE PELLS V. BROWN. (Court of King's Bench, 1620. Cro. Jac. 590.) See ante, p. 38, for a report of the case.^ CHADOCK V. COWLEY. (Court of King's Bench, 1624. Cro. Jac. 695.) Ejectment of lands in Bradmere, of a lease of William Hydes. Upon not guilty pleaded, a special verdict was found, that William Hydes, the lessor's grandfather, was seised in fee of this land in Bradmere and East-Leak, holden in socage of that manor ; and having two sons, Thomas and Francis, devised them by his will in this manner, viz. to his wife for life, and after her death all his lands in Bradmere to Thomas his son and his heirs forever; and his lands in East-Leak to Francis his son and his heirs forever. "Item, I will that the survivor of them shall be heir to the other, if either of them die without issue." The wufe enters, and dies, Thomas enters into the lands in Bradmere, and devises them to Richard his second son in fee, under whom the de- fendant claims; and William the eldest son of Thomas enters, and lets it to the plaintiff. Et si super, &c. The sole qviestion was, Whether this devise be an estate tail immedi- ate by the devise, or only a contingent estate, if he died without issue in the life of his brother? And it was holden by All the Court (absente LE-\), that it was an estate tail, so the devise of Thomas was void : for although it were ob- jected, that the words, "the survivor shall be heir to the other if he die without issue," are idle, for it doth not appear that he had any other children ; and then when the one dies without issue, the other is his • heir by the law, and so he wills no more than the law appoints ; sed non allocatur; for non constat but that he might have other children, and that by several venters ; and by the devise he intended to give it to the others by way of devise, if he died without issue. Secondly, for the words, "that the survivor shall be heir to the other if he dies with- out issue," they seem to be an estate tail. But if the devise had been, 1 So a gift over, on the first taker in fee dying "without leaving issue sur- viving," is an executory- de^'ise on a definite failure of issue. Nicholson v. Battle, 57 Pa. 384. 246 CONSTRUCTION OF LIMITATIONS (Part 2 that "if he died without issue in the life of the other," or "before such an age," that then it shall remain to the other ; then peradventure it should be a contingent devise in tail, if it should happen, and not oth- erwise : but being, "that the survivor shall be heir to the other if he die without issue ; " that in his intent is an absolute estate tail immedi- ately, and the remainder limited over, as 7 Edw. 6, "Devise" 38, is ; and resembled it to the case 9 Edw. 3, "Tail" 21, and 35 Ass. pi. 14, and 9 Co. 128 and 16 El. Dyer, 330. And that here although the first part of the will gives a fee, the second part corrects it, and makes it but an estate tail. Wherefore it was adjudged for the plaintiflf. Vide Dyer, 354 and 122, 124. And this judgment was given upon the first argument.'' NICHOLS v. HOOPER. (Court of Chancery, 1712. 1 P. Wrns. 198.) John Jackson seised in fee devised lands to his wife Mary for life, remainder to his son Thomas Jackson and his heirs ; provided, that if the said Thomas Jackson should die without issue of his body, then he gave £100 apiece to his two nieces A. and B. to be paid within six months after the death of the survivor of the said mother and son, by the person who should inherit the premises ; and in default of pay- ment, as aforesaid, then the testator devised the lands to the legatees for payment, and died. The testator's wife Mary died, and the son Thomas Jackson died, leaving a daughter, which daughter, within the said six months after the death of her father Thomas Jackson died also without issue; the bill was to have the £200 and for the plaintiffs. It was urged, that though Thomas Jackson left issue living at the time of his death, yet when that issue died without issue, then did Thomas Jackson die without issue ; that if a man should devise lands to A. in tail, and if A. died without issue, then to B. if A. should leave issue, and that issue should afterwards die without issue, B.'s estate would plainly commence. So if a rent were limited to commence upon tenant in tail's dying without issue, if tenant in tail left issue, that 2 Accord: Burrough v. Foster, 6 R. I. 534 (devise to grandchildren and *"to their heirs and assigns forever," with a gift over "if any of my grand- children should die leaving no surviving issue," then to "the survivor or sur- vivors of such as shall die as aforesaid," and "to their heirs and assigns for- ever" ; the grandchildren took an estate tail) ; Hall v. Priest, 6 Gray (Mass.) 18 (devise to the testator's children and to their "heirs and assigns forever," with a gift over "in case of the decease of either of my said children witJi- out issue, the share of such deceased child or children shall be equally divided to and among his or her surviving brothers and sisters"). Contra: Anderson v. Jackson, IG Johns. (N. Y.) 382, 8 Am. Dec. 330; St. John V. Chew, 12 Wheat. 153, 6 L. Ed. 583; Abbott v. Essex Co., 18 How. 202, 15 L. Ed. 352 (semble) ; Lewis v. Claiborne, 5 Yerg. (Tenn.) 3G9, 26 Am. Dec. 270; Summers v. Smith, 127 111. 645, 650, 21 N. E. 191; Greenwood v. Verdon, 1 K. & J. 74 (semble) ; Den v. Allaire, 20 N. J. Law, G, 27. Ch. G) GIFTS ON FAILURE OF ISSUE 247 afterwards died without issue, the rent must commence; and it was said to be the stronger, in regard, in this case, here was a death with- out issue within six months after the death of the survivor; (scil.) the issue of Thomas died without issue within six months after the death of Thomas her father. Vernon & Cur' [Lord Kkeper Harcourt] cont' : Thomas Jack- son is not by this will made tenant in tail, but continues tenant in fee- simple ; so that this is not like the limitation of an estate ; for it is agreed, that in case of limitation of estates, in construction of law, whenever there is a failure of issue of J. S. though J. S. died leaving issue at his death, yet from that time J. S. is dead without issue. But where a legacy is given by a will, to commence upon this con- tingency, (scil.) if J. S. shall die without issue, this shall be taken ac- cording to common parlance, viz. issue living at his death ; for, in com- mon parlance, if J. S. leaves issue, he does not die without issue ; and it cannot be intended that the testator designed, whenever there should be a failure of issue of Thomas, (which might be 100 years hence,) that then these legacies, which were meant only as personal provisions, should take effect. However, in this case, with respect to the legatees, if the legacies take any eft'ect, the words of the devise pass a legal interest, and the court does not hinder the plaintiffs from proceeding at law, in an eject- ment, but dismisses the bill. Note. This differed from the case of Goodwin v. Clark, 1 Lev. 35, where a settlement was on husband and wife for their lives, remainder to the first, &c., son in tail male, and if the husband should die with- out issue male, remainder to the daughters for a term of years, for the raising of £1500 for their portions; and the husband died leaving is- sue a son and a daughter, after which the son died without issue : Whereupon it was adjudged, that the daughter should have the £1500, for that whenever the issue male of the husband failed, he might properly be said to be dead without issue male. 8 Co. 86, Buckmere's Case. And this very expectation, remote and precarious as it was (for there being an estate-tail, a recovery suffered by the tenant in tail would have barred the portions expectant thereupon) was, notwithstanding, of advantage to the daughters with respect to their advancement in marriage; whereas in the principal case, the estate being a fee, no re- covery could be suffered thereof, and consequently there was danger of a perpetuity. 248 CONSTRUCTION OF LIMITATIONS (Part 2 HUGHES V. SAYER. (Court of Chancery, 1718. 1 P. Wuis. 534.) John Hughes, after several legacies, by his will directed that the sur- plus of his personal estate should be divided by his executors into ten shares, three shares whereof should be paid to his nephew and niece, Paul and Anne Hughes, children of a deceased brother, and upon either of their dying without children, then to the survivor, and if both should die without children, then to the children of the testator's other brothers and sisters. The question was, whether this devise over of a personal estate upon the devisee's dying without children, was good or not? And his Honor [Sir Joseph Jekyel, M. R.], having taken time to consider it, gave judgment that the word (children) when unborn, had been in case of a will construed to be synonymous with issue, and there- fore would in a will, create an estate tail ; and if the word (children) was understood to be the same with issue in the present case, then the devise over of the personal estate upon a death without issue would be void; but that here the words (dying without children) must be taken to be children living at the death of the party. For that it could not be taken in the other sense (that is) whenever there should be a failure of issue, because the immediate limitation over was to the sur- viving devisee, and it was not probable, that if either of the devisees should die leaving issue, the survivor should live so long as to see a failure of issue, which in notion of law was such a limitation as might endure forever. And therefore, by reason of the limitation over in case of either of the devisees dying without children, then to the survivor, the testator must be intended to mean a dying without children, living at the death of the parent, consequently the devise over good.^ FORTH V. CHAPMAN. (Court of Chancery, 1720. 1 P. Wms. 663.) This cause was reserved for the judgment of the Master of the Rolls [Sir Joseph Jekyll], who after time taken to consider thereof, gave his opinion. The case was, One Walter Gore by will devises thus : all the residue of his estate real and personal he gave to John Chapman in trust, only the lease of the ground he held of the school of Bangor, for the use of his nephews William Gore and Walter Gore during the term of the lease as herein- after limited, and having given several legacies, declared his will as to the remainder of the said estate, as well as his freehold house in Shaw's sAccord: Clapp v. Fogleman, 21 N. C. 4G6. Ch. 6) GIFTS ON FAILURE OF ISSUE 249 Court, with all the rest of his goods and chattels whatsoever and where- soever, he gave to his nephew William Gore ; and if either of his nephews William or Walter should depart this life and leave no issue for their respective bodies, then he gave the said [leasehold] prem- ises to the daughter of his brother William Gore, and the children of his Sister Sibley Price ; upon which the question arose, whether the limitation over of the leasehold premises to the children of the devisor's brother and sister, was void as too remote? The court was of opinion that the devise over was void, and said that had the words been, if A. or B. should die without issue, the re- mainder over; this plainly would have been void, and exactly the case of Love and Wyndham, 1 Sid. 450, 1 Vent. 79, 1 Mod. 50. Now there is no diversity betwixt a devise of a term to one for life, and if he die without issue, remainder over, and a devise thereof to one for life, with such remainder, if he die leaving no issue ; for both these devises seem equally relative to the failure of issue at any time after the testator's death ; and for this the court cited and much relied upon 1 Leon. 285, Lee's Case, where one devised lands to his second son William, and if William should depart this life not having issue, then the testator willed that his sons-in-law should sell his lands, and died : William had issue a son at the time of his death, who afterwards died without issue; upon which it was clearly resolved by the whole court, that though literally William had issue a son at his death, yet v/hen such issue died without issue, there should be a sale ; for at what time soever there was a failure of issue of William, he upon the mat- ter died without issue. And in a formedon in reverter or remainder, whenever there is a failure of issue, then is the first donee, in sup- position of law, dead without issue. His Honor mentioned the case of Hughes and Sayer, which he him- self upon consideration had determined ; and said there was a diversity betwixt issue and children, issue being nomen collectivum ; and also between things merely personal and chattels real ; more particularly in the case of Hughes and Sayer, by the devise over of the money to the survivor, if either of the donees should die without children, the testator of necessity must be intended to mean a death of the donee without children living at his death ; for to wait until a failure of issue, might be to wait forever. It being also debated by counsel, where the residue of the term vested, in regard the devise was to William and Walter Gore : the court declared that the subsequent words increased their interest, and gave the whole term to them, it being plainly intended to dispose of and devise away the whole term from the testator's executors ; that a devise of a term to one for a day or an hour, is a devise of the whole term, if the limitation over is void, and it appears at the same time that the whole is intended to be disposed of from the executors. Afterwards in Trin, Term, 1720, this case coming before Lord Parker upon an appeal, his Lordship reversed the decree; and said, 250 CONSTRUCTION OF LIMITATIONS (Part 2 that if I devise a term to A. and if A. die without leaving issue, re- mainder over, in the vulgar and natural sense, this must be intended if A. die without leaving issue at his death, and then the devise over is good; that the word [die] being the last antecedent, the words [with- out leaving issue] must refer to that. Besides, the testator who is inops concilii, will, under such circumstances, be supposed to speak in the vulgar, common and natural, not in the legal sense. His Lordship likewise took notice that in a formedon in remainder, where tenant in tail leaves issue, which issue afterwards dies without issue, whereupon such writ is brought, the formedon says, that the tenant in tail did die leaving issue J. S. which J. S. died afterwards without issue, and so the first donee in tail died without issue, thus the pleading says, that the donee in tail died leaving issue at his death ; consequently the words [leaving issue] refer to the time of the death of the tenant in tail, and if the words of a will can bear two senses, one whereof is more common and natural than the other, it is hard tO' say a court should take the will in the most uncommon meaning; to do what? to destroy the will. 2dly, he said that the reason why a devise of a freehold to one for life, and if he die without issue, then to another, is determined to be an estate-tail, is in favor of the issue, that such may have it, and the intent take place ; but that there is the plainest difference betwixt a devise of a freehold, and a devise of a term for years ; for in the devise of the latter to one, and if he die without issue, then to another, the words [if he die without issue] .cannot be supposed to have been in- serted in favor of such issue, since they cannot by any construction have it. 3dly, his Lordship observed what seemed very material, (and yet had been omitted in the pleadings, and also by the counsel at the bar) that by this will the devise carried a freehold as well as leasehold estate to William Gore, and if he oi; Walter died leaving no issue, then to the children of his brother and sister, in which case it was more difficult to conceive how the same words in the same will, at the same time, should be taken in two different senses. As to the free- hold, the construction should be, if William or Walter died without issue generally, by which there might be at any time a failure of issue ; * ^Accord: As to real estate: Hulburt v. Einerson, 16 Mass. 241; Morehouse V. Cotheal, 21 N. J. Law, 480; Id., 22 N. J. Law (2 Lab.) 430; Chetwood v. Winston, 40 N. J. Law, 337 ; Eichelberger v. Burnitz, 9 Watts (Pa.) 447. Contra, as to real estate: Harris v. Smith, 16 Ga. 545 (1855) ; Flinn v. Davis, 18 Ala. 132 ; Daniel v. Thomson, 14 B. Mon. (Ky.) 662 ; Smith v. Kim- bell, 153 111. 368, 38 N. E. 1029 ; Metzen v. Schopp, 202 111. 275, 67 N. E. 36. In Parish's Heirs v. Ferris, 6 Ohio St. 563, the gift over was in case the first taker "shall die without children." There was some ground for contend- ing that children meant heirs of the body or issue. The court held that even if it had that meaning the gift over was on a definite failure of issue. J. R. Swan, J., said: "It is a singular fact that, with the repeated decisions of the English courts upon this subject, testators, from generation to generation, persisted in using Ch. G) GIFTS ON FAILURE OF ISSUH 251 and with respect to the leasehold, that the same words should be in- tended to signify their dying without leaving issue at their death: however, Lord Chancellor said, it might be reasonable enough to take the same words, as to the different estates, in different senses, and as if repeated by two several clauses, viz. I devise to A. my freehold land, and if A. die without leaving issue, then to B., and I devise my leasehold to A. and if A. die without leaving issue, then to B., in these natural words, and which were held to be inoperative and void, until, in the first year of the reijLin of the present Queen, a statute was passed de- claring that the words 'die without issue,' or other words which may import a want or failure of issue, should be construed to mean dying without issue living at the death of the person, and not an indetinite failure of issue, un- less a contrary intention appear by the will. The English rule, adopted in Virginia, and in a modified form in New York, has met the same fate by leg- islative interposition. In Ohio, as in Iventuclvy, the English rule of interpreta- tion has never been sanctioned ; and in the latter State, the subject was very fully considered in the case of Daniel v. Thomson, 14 B. Mon. (Ky.) 6G2, and the English rule was rejected as one unknown to the community, contrary to the natural sense and common use of words, founded upon laws and estates inapplicable to titles in Kentucky, where, as here, estates tail are abrogated, and so evaded by courts as to be made to depend upon the discretion and variable opinions of judges. If there be any rule of interpretation of words which defeats the intention of the testator, and to which the following lan- guage of Justice Hitchcock is applicable, it is the English rule now under con- sideration: 'I must be permitted to say that these rules, in most cases, are applied not for the purpose of ascertaining, but of defeating the intention of the devisor. In this State, however, we are required, by statute, to carry out this intention ; and I presume no such statute would have been passed, had it not been supposed that these antiquated rules of construction were too much regarded by our courts.' "We are all of the opinion, for the reasons which have been indicated, that the words, 'if he die without issue,' or 'without leaving issue,' or 'heirs of his body,' or 'children,' or other words of similar import, are to be interpreted according to their plain, popular and natural meaning, as referring to the time of the person's death, unless the contrary intention is plainly expressed in the will, or is necessary to carry out its undoubted purposes. We could, without impeaching the old English rule of interpretation, find in the words of the will before us, and in the fact that the brotliers and sisters of the tes- tator were living at the time he made his will, sufficient to restrict the con- tingency and the devise over, to the time of the decease of his daughter. But we are unwilling to make an exception by which we sanction the English con- struction of the words under consideration, as referring in general to an in- definite failure of issue, and at the same time make the case before us an ex- ception to that rule; thus leaving open a wide field of uncertain interpreta- tion of words and circumstances, so that no man would know the nature of an estate which depended upon the interpretation of these or the like words, un- til there had been a decision on the particular will on which the question might arise. "If the English rule of interpretation had been recognized by our courts as a rule of property we would not disturb it. It would then be a fit subject of legislation. But it never has been recognized ; and the uniform course of the decisions of the courts of this State has been to so construe wills as to carry into effect the intention of testators. To adopt the English rule, is clearly to defeat what every person must acknowledge is the real and the lawful in- tention of testators; it is to presume that a testator intended to create an estate forbidden by our statute relating to entailments ; and a rule too which, wherever recognized by courts, has been changed by legislation. "Indeed the only certain and stable principle is to hold that these words in a will, as in other cases, must be taken in their natural sense, unless a contrary intention is plainly expressed." 252 CONSTRUCTION OF LIMITATIONS (Part 2 which case the different clauses would (as he conceived) have the dif- ferent constructions above-mentioned to make both the devises good ; and it was reasonable it should be so, ut res magis valeat quam pereat. TROTTER V. OSWALD. (Court of Chancery, 1787. 1 Cox, 317.) The Bishop of Raphoe in Ireland, by his will in July, 1776, gave all the residue of his property whatsoever, both real and personal, in trust to the plaintiff Trotter, and to another trustee, "for the use of John Bogle during his life, and to the lawful heirs of his body after his demise, but in case of his dying without issue of his body, after his decease I give all such residue to John Oswald." The question was, whether the limitation to John Oswald was or was not too remote. Pinbury v. Elhin, 1 P. W. 563, and Theebridge v. Kilburne, 2 Ves. 233, were cited. Maste;r of thk Rolls [Sir Lloyd Kenyon]. In general, words which give an estate tail in land, give the absolute property in person- al estate, and a limitation over of personalty, after an indefinite fail- ure of issue, is clearly void ; but if the failure of issue is limited within a certain bound prescribed by law, then such limitation is allowed. The questions therefore on this subject, are questions of construction, viz., whether, according to the fair construction of the words, such limits are transgressed. In this case I think a doubt can scarcely be framed. The residue is first given to Bogle and the lawful heirs of his body ; if the will had stopped here, it would most clearly have giv- en him the absolute property; so, if it had rested on the words, "if he die without issue;" but the important words follow, viz. "after his decease I give," &c. These make it a contingency with a double aspect ; if he had a child at his death, then the limitation over would be at an end; but if not, the limitation over is within legal limits. This was therefore a good limitation in its creation. The event which may give it effect, or destroy it, is still in the womb of time; and therefore at present no direction can be given.^ 6 See Eix parte Davies, 2 Sim. N. S. 114 (real estate devised to the testator's eldest son and his heirs, with a gift over in case said soa should die without leaving any lawful issue of his body, the freehold estate should at his death be divided into equal parts, one of which the testator devised to his second son and his heirs, and the other to his daughter and her heirs; the gift over was on a definite failure of issue) ; Wilson v. Wilson, 46 N. J. Eq. 321, 19 Atl. 132 (devise to the testator's daughter, and if she die without leaving is- sue "then it is my will that after her decease I give and devise the remainder and residue of my estate, both real and personal, whatever it may be at the decease of my said daughter," to another in fee; the gift over was on a def- inite failure of issue, but the daughter was not impliedly given any power to sell or dispose of the subject-matter of the devise) ; Ide v. Ide, 5 Mass. 500 (the gift over was if the first taker "leave no lawful heirs, what estate he Ch. 6) GIFTS ON FAILURE OF ISSUE 253 ROE ex dem. SHEERS v. JEFFERY. (Court of King's Bench, 1798. 7 Term R. 5S9.) The following case was reserved on the trial of this ejectment at the last summer Warwick assizes for the opinion of this court. J. Goodacre, being seised in fee of the premises in question, by will dated 20th May, 1754, devised to his wife A. Goodacre for life, after her decease to his daughter Mary Friswell, wife of W. Friswell for life, and after her death to his grandson T. Friswell, son of W. and M. Friswell and to his heirs forever; "but in case his said grandson T. Friswell should depart this life and leave no issue, then (his will was) that the said dwelling-house, &c., should be and return unto Elizabeth, ]Mary, and Sarah, the three daughters of W. and M. Fris- well or the survivor or survivors of them to be equally divided be- twixt them share and share alike ;" nevertheless his will was that the said premises should go to his son W. Goodacre for life immediately after the decease of his wife A. Goodacre, "and after his decease the said premises and every part thereof to go as above mentioned to his daughter M. Friswell and her issue as aforesaid." On the devisor's death in 1757, his wife A. Goodacre entered, and continued in pos- session until her death in April 1762, when W. Goodacre the son en- tered. In Trinity term 1764 the said Mary Friswell the daughter (her husband being then dead), Thomas Friswell the grandson and W. Goodacre levied a fine of the premises in question, the uses of which were declared to be to E. Inge to make him tenant to the praecipe in order that a common recovery might be suffered ; in the Trinity term following a recovery was suffered, and the uses were declared to be to T. Goodacre and T. Cater his trustee, who after- wards conveyed the premises to W. Jeffery one of the defendants. T. Friswell, the devisor's grandson, died in September 1766 unmar- ried and without issue, never having been in the possession of the premises. Mary Friswell, the daughter, died in February 1779. And W. Goodacre, the last tenant for life, died in March 1795. Sarah Friswell, one of the daughters of W. and M. Friswell, died in August 1782; Elizabeth another of the daughters and one of the lessors of the plaintiff married Sheers and survived him; and Mary the third daughter married J. Mawson, and they are the other two lessors of the plaintiff. The above defendants are tenants in possession of the whole of the premises. An actual entry was made by the lessors of the plaintiff after the death of W. Goodacre and before the day of the demises laid in the declaration. This case was argued in last Michaelmas term by, Reader, for the plaintiff. Romilly, contra. shall leave, to he equally divided" between J. & N. ; held, the gift over was on a definite failure of issue only because of the words "what estate he shall leave"). 254 CONSTRUCTION OF LIMITATIONS (Part 2 The court said they would consider of the case ; but Lord Kenyon, C. J., then said that the distinction taken in Forth V. Chapman, that the very same words in the same clause in a will should receive one construction as applied to one species of property and another construction as applied to another, was not reconcileable with reason : but that if it had become a settled rule of property it might be dangerous to overturn it. That it had been quarrelled with by different judges, and that small circumstances had been relied on to take particular cases out of the rule. His Lordship added that he had then formed no decisive opinion of this case, but that it appeared to him that there were circumstances in the case to show an intention in the testator that by leaving no issue he meant a failure of issue of T. Friswell at the time of his death, the remainders over being life estates only. That he was not then prepared to unsay what he had said in Porter v. Bradley, 3 T. R. 146, in which he had not given any judicial opinion respecting the distinction taken in Forth v. Chapman, but had merely said that it required a good deal of argument to con- vince him of the propriety of that distinction. The case accordingly stood over, and now Lord Ke^nyon, C. J., delivered the opinion of the court, after stating the case. When we read this case at first, it appeared to us that there was no difficulty in it : but the defendant's counsel, in arguing it, seemed to think that if we decided against his client the established law of the land would be overturned, and he pressed the case of Forth v. Chap- man on us with peculiar force. But it did not strike me in the same light, and on the best consideration that I have since been able to give to it at different times I think that this is a clear case and may be de- cided on principles that have not been disputed for a century. We had occasion a few days ago to advert to this doctrine, when we said that this is a question of construction depending on the intention of the party; and nothing can be clearer in point of law than that if an estate be given to A. in fee, and by way of executory devise an estate be given over which may take place within a life or lives in being and 21 years and the fraction of a year afterwards, the latter is good by way of an executory devise. The question therefore in this and simi- lar cases is, whether from the whole context of the will we can col- lect that, when an estate is given to A. and his heirs forever but if he die without issue then over, the testator meant dying without issue living at the death of the first taker. The rule was settled so long ago as in the reign of James the First, in the case of Pells v. Brown, Cro. Jac. 590, where the devise being to Thomas the second son of the de- visor and his heirs forever, and if he died without issue living William his brother then William should have those lands to him and his heirs forever, the limitation over was a good executory devise. That case has never been questioned or shaken, but it has been adverted to as an authoritv in every subsequent case respecting executory devises ; Ch. G) GIFTS ON FAILURE OF ISSUE 255 it is considered as a cardinal point on this head of the law, and can- not be departed from without doing as much violence to the estab- lished law of the land as (it was supposed by the defendant's counsel) we should do if we decided this case against him. On looking through the whole of this will we have no doubt but that the testator meant that the dying without issue was confined to a failure of issue at the death of the first taker ; for the persons to whom it is given over were then in existence, and life estates are only given to them. Now taking all this into consideration together, it is impossible not to see that the failure of issue intended by the testator was to be a fail- ure of issue at the death of the first taker; and if so, the rule of law is not to be controverted. It is merely a question of intention, and we are all clearly of opinion that there is no doubt about the testator's intention. The consequence of this is that there must be judgment for the plaintiff. Postea to the plaintiff.^ PROPOSED LEGISLATION ' In any gift, grant or devise hereinafter taking effect, a limitation of an executory interest contingent upon the event of a prior taker "having no issue" or "dying without issue" or "dying without leaving issue" (or using words of similar import), shall not be held to refer to an in- definite failure of issue, but shall be deemed to refer to the want or failure of issue at the time of the death of the person named as an- cestor. 6 Where, however, the testatrix bequeathed personal estate to her daughter and her heirs, and in case she dies without issue to be divided between four nephews and nieces named, one of them to take only for life and her part to be divided between the survivors, the gift over was upon an indefinite failure of issue and void for remoteness: Barlow v. Salter, 17 Ves. 479. 7 Prepared by Professor Ernst Freund and embodied in the draft of a bill presented to the Illinois Legislature at its sessions in 1907 and 1909. See, also, 1 lU. Law Rev. 314, 315. 256 CONSTRUCTION OF LIMITATIONS (Part 2 CHAPTER VII IMPLICATION OF CPvOSS-LIMITATIONS ^ SCOTT V. BARGEMAN. (Court of Chancery, 1722. 2 P. Wms. 68.) One has a wife and three daughters, A., B., and C, and being pos- sessed of a personal estate, devises all to his wife, upon condition, that she would immediately after his death pay £900 into the hands of J. S. in trust to lay out the same at interest, and pay the interest thereof to his wife for her life, if she shall so long continue a widow ; and after her death or marriage, in trust that J. S. shall divide the £900 equally among the three daughters, at their respective ages of twenty-one, or marriage, provided that if al l his three daughters should d ie before th eir legacies should become _ _pavabj_e , then the m'otTierr~uhom the testator also made executrix, should have the wlTole,,^2QQ^aid tojier.. 'he wife pays the £900 to J. S. and marries a second husband, viz., the defendant Bargeman ; the two eldest daughters die under age and unmarried ; the youngest daughter attains twenty-one ; and the ques- tion being, whether she was entitled to all, or what part of the £900. Lord Chancellor [Macclesfield]. The youngest daughter is entitled to the whole £900, by virtue of the clause in the will, which says, "if all the three daughters shall die before their age of twenty- one or marriage, then the wife shall have the whole £900;" for this plainly excludes the mother from having the £900 or any part of it, unless these contingencies shall have happened, and the share of £300 apiece did not vest absolutely in any of the three daughters under age, so as to go, according to the Statute of Distributions, to their representatives, in regard it was possible all the three daughters might die before their ages of twenty-one or marriage, in which case the whole £900 is devised over to the mother ; consequently the whole £900 does now belong to the surviving daughter the plaintiff. - 1 Cross-remainders will not be raised by implication in a deed: Doe d. Tanner v. Dorvell, 4 T. R. 518 (1791). 2 "If tliere is a devise of lands to two or more as tenants in common and the heirs of their bodies respectively, followed by a gift over in default of such issue, the gift over takes effect only in default of all such issue as would take under the antecedent limitations, and therefore cross-remainders are im- plied between the tenants in tail. Doe d. Gorges v. Webb, 1 Taunt. 234 ; Powell V. llowells, L. R. 3 Q. B. G55 ; Hannaford v. Hannaford. L. R. 7 Q. B. Ch. 8) DETERMINATION OF CLASSES 257 CHAPTER VIII DETERMINATION OF CLASSES WELD V. BRADBURY. (Court of Chancery, 1715. 2 Vem. 705.) Wickstead Weld, the plaintiff's father, devised his stock without doors to be sold by his executors, and after debts and legacies paid, the surplus arising by sale to be put out at interest ; and one moiety to be paid to the vouno-er children of the plaintiff, living at his death, and th e other m oiety to the children of T- S. and J. N. i\' either I. b. nor | . N. had any child living at the making of the will, or at the d eath ot the test ator. FeS-CTr! [Lord Cowper, L. C] It must be intended an execu - tory devise, and to be to such children, as the y, or either of them sTiould at any tune after have, and the children to take per capita, and notper stirpes, tney clamimg in their own right, and not as represent- ing their parents.^ 116; soe Askew v. Askew, 57 L. J. Ch. 629; 58 L. T. 472; 36 W. R. 620." Theobald on Wills (7th Ed.) 739. '•The result will be the same if the ?ift over is in default of issue to take under the preceding limitations, livins? at the death of their parents." Madeu V. Taylor, 45 L. J. Ch. 5G9. Theobald on Wills (7th Ed.) 739. ••It has been said that, if cross-remainders are provided between certain objects in certain events, the implication of cross-remainders between those objects in different events does not arise; so that, for instance, if cross-re- mainders are provided between the children of separate families among them- selves, cross-remainders would not he implied between the children of one family and those of the other. Clache's Case (Dyer, 330), however, which is usually cited on this point, is no authority for any such proposition. All that case decides is, that cross-remainders cannot be implied in the face of an ex- press limitation over in a certain event with which such an implication would be inconsistent. See the remarks by Turner, L. J., in Atkinson v. Barton, 3 D. F. & J. 339. And the decision in Rabbeth v. Squire, 19 B. 77 ; 4 De G. & J. 406, was based on totally different grounds. The true rule is laid down by Turner, L. J.: 'Cross-remainders are to be implied or not according to the intention. The circiimstance of remainders having been created between the parties in particular events is a circumstance to be weighed in determining the intention, but is not decisive upon it.' Atkinson v. Barton, 3 D, F. & J. 339 (reversed on appeal, but on different grounds, 10 H. L. 313). See, too, Vanderplank v. King, 3 Ha. 1 ; Re Ridge's Trusts, 7 Ch. 665 ; In re Hudson, Hudson V. Hudson, 20 Ch. D. 406 (where the rules deducible from the ciises are stated); In re Rabbins; Cill v. Worrall, 79 L. T. 313." Theobald on Wills (7th Ed.) 740. "Cross-remainders will be implied in a devise to the children of A., which carries to them only a life estate, with a gift over for want of such issue of A. Ashley v. xVshley, 6 Sim. 35S." Tlioobald on Wills (7th Ed.) 740. 1 Sii ine as to realtv, Shepher d v. Ingram, ante, page 97. 4 Kales Prop. — 17 258 CONSTRUCTION OF LIMITATIONS (Part 2 • HILL V. CHAPMAN. (Court of Chancery, 1701. 3 Brown, Ch. Cas. 391.) The testator, John Spackman, made his will, dated 15th January, 1785, and thereby " gave the residue to his trustees, the defendants , in. "trust for the benefit of all his grandchildren, by his daughter Sarah, equally to be divided between them, and laid out for their respective benefit" ["as aforesaid."] The testator made two codicil s, to his will, and by the latter, dated 19th November, 1785, he gave annuities to his servants to the amount of £30 a year, and directed £1000 Three per cent Bank Annuities to be set apart to pay these annuities. The plaintiffs were the children of the testator's daughter, Sarah Hill, born before the death of the testator. The defendants were the trustees, and a child born after the death of the testator (but during the life of the annuitants), who was brought before the court, by a supplemental bill. And the question was, whether the after-born child should take a share of this £1000. Lord Chance:llor [Thurlow]. Where a supplemental bill brings a new person or a new interest before the court, it is open to the par- ties to make any objection to the decree that might have been made at the first hearing. It is intelligible, that by "the children of A." the testator means_cliil- dren then born; if you go further, it must extend to all possible cliil- dren. To tie it up to the death of the testator, is rather a forced con- struction. Where it is to one for life, and then to the children, it shows the intention to be children bom then. If it was a specific legacy to one for life, and then to be divided, there could be no doubt. If it were of a part to one for life, then to fall into the residue, and then the residue was ordered to be divided among children, the same principle would apply; which must extend to all the children: there- fore, if the £1000 was to be divided at the death of the surviving an- nuitants, ftlnust be divided among all then born; but the difficulry— here is, that the general estate must be divided at the death of the tes- tator. The circumstance of taking out a part for the special purpose does not seem very material. If he says nothing upon the subject, upon the death of the surviving annuitant it must sink into the residue, which is divisible at the testator's death ; and it is repugnant to say, one part of the residue shall be divisible at one time, and the other part at another. 1 tliink it must fall into the residue. 2 After having given distinct legacies to the children of his daughter, Sarah Hill, nominatim, directing the mode of investment, and the time when each legatee should have the possession ; see the report in 1 Ves. Jun. 405, and the MS. reports of the judgment. — Belt's Note. Ch. 8) DETERMINATION OF CLASSES 259 I have always thought that the case of Ellison v. Airey, 1 Vesey, 111, went on a refinement, and was beside tlie intention of the tes- tator.^ DEVISME V. NIELLO. (Court of Chancery, 1782. 1 Brown Ch. Cas. 537.) Stephen Devisme,* having made his will in 1763, added a codicil March 20, 1770, which contained this provision: "I give and be- queath a further sum of i5000 sterling, to purchase stock, and the in- terest to be paid to my mother Marianne Devisme ; at her death the interest to be paid to my brother William Devisme ; and at his de- cease, to my godson_Ste£hen ; at his decease, if before he is of age, to be divided am ong his brothers equally ." "Sfephen Devisme, the testator's godson, had died, aged four years, February 26, 1770, before the making of the codicil. The testator died in November, 1770. Stephen Devisme, the godson, was th^ son of the testator's brother William Devisme. Besides Stephen, WilHam Devisme had two sons who were living both at the date of the codicil and at the tim^TTfThe testator's death, and another son Andrew, wHo was"5ornTn" 1778. ^farianne, the testator's mother, died in 1779, and William Devisme in 1781. The sum of iSOOO had been invested in stock. The two sons of William Devisme, who were living at the testator's death, and had attained twenty-one, brought this bill, that their shares might be transferred to them. The question was, whether Andrew Devisme was entitled to share. Lord Chancellor [Thurlow] was of opinion, that he was obliged to say t he words iji jhe. bequest of iSOOO to brothers of Stephen, were not con fined _to those who were his brothers at the time of making the codicil ; that the testator must have had in contemplation other sons coming into being; that the intention of the testator appeared to be to make an aggregate description of a part of the family of William, by the name of brothers of Stephen, as if he had used the words male children of William, that he made use of the word broth- ers merely by relation to the antecedent, the name of Stephen used in the former part of the bequest, and that he could not otherwise have 8 In Hasrger v. Payne, 23 Beav. 474 (1S57), it was held that where the gift was of a residue to a class, and part of the residue consisted of a reversion, yet the class was ascertained and determined for the whole residue when the time came for the distribution of the residue gcenerally, and not from time to time as the reversion fell into possession and l^eeame distributable. 4 Tlie following statement is abbreviated from the report, and one of the points is omitted. 260 CONSTRUCTION OF LIMITATIONS (Part 2 described the sons of Williarn but by a circumlocution ; he therefore declared that Andrew, bcir.c;- born before the time of distribu tion of the fund, was entitled to a share of the £5000.^ AYTON V. AYTON. (Court of Chancery, 17S7. 1 Cox, 327.) George Lee, by his will of the 10th of October, 1762, "gave unto his wife Ma ry Lee, the whole rest, residue, and remainder of all his stockTgoverrtiiient securities, money, and estates real arid personal, for her life and no longer. Upon her decease he gave and bequeathed them to the childr en of M r. John Ayton and his wife Jane, to be equally divided''ambngst them the said fane~Ayton's children ^and i iot to aiiy children by another marriage of eit her p arty?" At theTim^~crf~ttle death ot the testator and his widow Mary, the petitioners John and SusaniTS ii Ayioi Tpvvere the only'"chi!clren"of~John and Jane Ayton, but a jter tI Te death of the wi dow they had three more children, Hannah, Jane, an d Elizab eth. By the decree made in tins cause~^y the jN Iaster of the Rolls on the 5th of December, 1765, his Honor declared, that according to the words of the will, the testator meant to comprise not only such of the children of John and Jane Ayton as were living at the time of the making the will, and at the testator's death, but also all the children there should be of such marriage, and gave d irections for applyin g t he fund for benef it of the petitioners, "and any o ther child or chil- dren_ofJhe_said _Iohn and jane Ayton, as shall be living at the time of the d eath of A yton an^his^w ife. or either ot tliem. " TlTFpetitioners now applied to have the cause reheard, complaining of the decree being erroneous in extending the construction of the words to children born after the death of the widow Mary Lee. Masti;r of the Rolls [Sir Lloyd Kenyon]. This certainly is a question of construction, viz. whether by the words the testator has made use of, he meant to comprise one class of children or another; but in this, as in many other cases, t here are technical rules of con- structi on, which are as binding on the court as rules of law in othe r cases. The rule of construction applicable to the present case is set- tled, and settled most conveniently for the parties, by the case of El- lison v. Airey, 1 Ves. 111. So many child ren as c ome_ j.n esse before 5 It makes no difference that the life interest is not created by the testator. Walker v. Shore, !•") Ves. 122. In accord with the principal case: Stiles v. Cummings, 122 Ga. 635, 50 S. E. 484; Hubbird v. Coin, 137 Fed. 822, 70 C. C. A. 320 (real estate). Per Buller, J., in Doe d. Comberbach v, Perryn, 3 T. R. 484, 495 (17S9): "Where the estate is limited to a number of children, it shall vest in the first, and afterwards open for the benefit of those who shall be born at a subsequent period." See Gray, Perpetuities, § 110. Ch, 8) DETERMINATION OF CLASSES 261 thetim c when the fund is d istributa ble shall be comprehended, and nrT rriorej__tl xe vesting is not~tonje suspended till other children ar e born, to take away from the shares~of the form ££ There are many other cases to this point. Roberts v. Higham, 12th July, 1779; Con- grave V. Congrave, March, 1781; Bartlett v. Lynch, 26 May, 1757; Baldwin v. Karver, January, 1774, Cowp. 309, Doug. 503 ; Isaacs v. Isaacs, December, 1768; Devisme v. Mello, July, 1782. The general w ords w'ill extend beyond children in being; for it will take in any child born before the remainder takes effect, and therefore so far I shSTTcertainly goin this case; but the decree in 1 7 65 goes further , and e xtends |t to all the children of the marria ge, which is a cmistrpc- tion that would_ tje'^attended with very great inco nvenien ces ; and I canfTot seesufficient in the words confiningTReTDequest to the children of the present marriage to break in upon the rule. I must therefore reverse the decree, and declare my opinion, that in the events which have happened the absolute interest i n the j;esid ue ves ted injhe children born before the death ot Mary Lee Tand not in the children born afte r- wards?^ MIDDLETON v. MESSENGER. (Court of Chancery, 1799. 5 Yes. Jr. 136.) John Messenger by his will, dated the 17th of March, 1785, after directing his debts to be discharged, proceeded thus: "Item, I give and bequeath unto my well-beloved wife Lydia Mes- senger all the interests of my money arising from the 3 per cent. Con- solidated funds, "and also the profits arising from all my estates w^i at- soever, and the u se of all mv household furniture, during the term of heiHiatural life; and at her decease I give to my daughter-in-law Ann Little th e interest arising from £1500 for her sole use during her nat- ural life; but to stand in my name deceased; and if any misfortune by sickness or lameness should attend the said Ann Little, that she may at any time hereafter be rendered incapable of going to receive her interest money, my will is, that she appoint by letter of attorney a person to receive the same : Item, I give and bequeath unto my s ister O' Brien and to my sister Charlewnnd ten guineas annii alb:-^£ach, be- ing the interest of i700., to stand in my name deceased: The remaiii - der of money in the funds and all my estates of every kind or nature whatsoever to be sola by a tair auction, and the s ums ot money arisin g thei'efi'om to be eqilfilly divided amon g brothers' and sisters' childr en (Susan L'harlewood excepted) to whom 1 bequeath one shilling." 6 Theobald ou Wills (7th Ed.) p. 807: "If no children are born before the death of the tenant for life all afterborn ehildren are admitted. Chapman v. Blissett, Ca. t. Talb. 145; Wyndham v. Wyndbam. 3 B. C. C. 5S. But this rule does not apply, if there is a clear intention, that distribution is to be made once for all when the fund falls into possession. Godfrey v. Davis, 6 Ves. 43, explained in Conduitt v. Soane, 4 Jur. N. S. 502." '262 CONSTRUCTION OF LIMITATIONS (Part 2 He then gave some mourning rings, and to John IMiddleton and George Odel ten guineas each ; and he appointed them executors. The testator afterwards made the following co dicil : "As the lega- tees diet he benefit of the intere st moneysto go into the family~ot riTy ^ br others^~and sisters' children then survivmg equal share and shar e alike." The testator died upon the 3d of June, 1786. Besides stock and household furniture he was possessed of leasehold estates. His widow received the interest and dividends of his 3 per cent. Annuities and the profits arising from all his estates, and had the use of all his house- hold furniture, during her life. She died upon the 12th of May, 1795. The annuitants named in the wnW survived her. The bill was filed by the executors to have the accounts taken, and the claims of the parties ascertained; and by a decree made at the Rolls upon the 12th of December, 1786, the accounts were directed; and an inquiry, who w^ere the brothers and sisters of the testator; whether they had any and what children living at the time of his death ; if any were dead, who were their personal representatives ; and wheth- er any of them (except Susan Charlewood), were living at the death of the testator's widow. The Master's report specified the brothers and three sisters of the testator; and stated, that s everal of their children were l iving at the testat(Trs__death ; and somp r)T ~them di ed before the deatti ot his widowl None were bom after the testator's death. By anotheT^decree, pronounced upon the l6th of February, 1798, it was directed, that £1500. 3 per cent. Consolidated Bank Annuities, part of i3350. standing in the name of the testator, should be carried to the account of the Defendant Ann Little, and the interest to be paid to her for her life; and it was declared that upon her death the said £1500. would belong to such of the children of the testator's brothers and sisters (except Susan Charlewood) as should be living at the death of Ann Little. The decree farther directed, that £700., other part thereof, should be carried over in manner following : viz. £350. to the account of the testator's sister, the Defendant Sarah Clempson (for- merly O'Brien) ; and the interest thereof should be paid to her for life; and £350., the other moiety, to the account of his sister Ann Charlewood; and the interest thereof be paid to her for life: and it was declared, that the said two sums would belong to such of the chil- dren of the testator's brothers and sisters (except Susan Charlew^ood) as should be living at the respective deaths of Sarah Clempson and Anne Charlewood. Some inquiries were directed as to James Mes- senger, a brother of the testator; who went to sea in 1785; and has not since been heard of. Advertisements were published for his chil- dren : but none came in. The cause coming on for farther directions, the question was, wji ethj er^iegeneral residue belonged exclusively to the chjldre n of the te s- tator's bToIherrand sisleis (except Susan C harlewood), who were li y- Ch. 8) DETERMINATION OF CLASSES 263 ing at t he death of the widow : or whether children, who died between th"e~dea tB of the testator and the death of his wido w^ were entitled with the others. The Counsel tor the Flamtitts were dTrected by the Court to^support the point in favor of all the children living at the death of the testator. Master of the Rolls [Sir Richard Pepper Ardex]. I have looked over this will with much attention ; and I do not say, I have not some doubt upon it ; and that I have not in some degree changed my opinion in the consideration of the question. But upon the whole will taken together with the codicil I am of opinion, t he codicil up on the true constructio n is not ex planatory, hni- restnrtivp ; a distribution olTly of so much as had by theTvill been appropriated; the interest of which he had given in different proportions to Ann Little, Sarah Clempson, and Anne Charlewood. By the will making no farther dis- position of the il500. and i/OO. so appropriated, which are still to stand in his name, he proceeds to dispose of the remainder of his money in the funds and all his other property after those appropria- tions. I understand, he had several leasehold estates. It appears to me upon the face of the will, and according to the construction put upon words of division at the deaths of tenants for life and the au- thority of De Visme v. Mello (1 Bro. C. C. 537 [Am. Ed. 1844, 537- 542, and notes] ; see the cases upon this subject collected and classed by Mr. Fonblanq. Treat. Eq. vol. ii, 346, and by IMr. Sanders, 1 Atk, 122, in a note upon Heathe v. Heathe ; see also Spencer v. Bullock, Taylor v, Langford, Malim v. Barker, ante, vol. ii, 687; iii. 119, 151, and the note ante, i. 408), that the remainder of his money in the funds and the produce of all his other estates, when sold, were divisi- ble among all the cl2ildren__Ql_ his bro the rs and sisters, except Susan Charlewood. liyi ngarhis own death, an d_su ch, if _an Y, as might be bom •hefnfpTlTplTpafvrnf hi^wrfp^and the 7epre sentatives of such as should be deadlh the li te ot TTiTwif e^ That is fully established in that case ; in which every~circumstance contained in this occurs. It is clear upon that case, to which I perfectly subscribe, that under such a disposition the fund is divisible among such of the objects, as are living at the testator's death, and such as shall be born, before the fund is dis- tributable ; and that they are vested interests. If that is the true con- struction of this will, and it is clearly so, if De Visme v. niello is right, the question is, to what the codic il relates ; and it was contended, tha t it relat ed, not only to the sums appropriated to the annuitants, but th at it was explanatorv of th e words the testator used, when speaking of the remainder of his mone y in the tunds, alter that appropriation , and"aTrhis other estates; to restra in the disposition, a s i t does, as far as it relates to the subject o TT t, to children then su rviving! B ut upon the true construction of this codicil I am of opinion, tt was not to relate to any thing but the interest und isposed of by the wil l : and tTiat the testator did not mean to disturb what was given by the will, but to 2G4 CONSTRUCTION OF LIMITATIONS (Part 2 dispose of \vhat had been left undisposed of, the sums of £1500. and £700. after the deaths of the annuitants. Declare, that the residue of the testator's personal estate, after the appropriation of il500. and £700. 3 per cent., &c. for satisfaction of the annuities given by the will to Ann Little, Sarah Clempson, and Ann Charlewood, is distributable among the child^eii of_ jh e testator 's broth,er_a nd sisters (excep t SusanCharlewood) living at his decease, and the representatives ofTuchas died m t he life" of his wite."^ GILMORE V. SEVERN. (Court of Chancery, 17S5. 1 Brown, Ch. Cas. 582.) Testator gave t o the children of his sister Jane Gilmore , wife of Thomas Gilmore, T350 with interest for the same, to be p aid them resp ectively, their equal shares and proportions as they should respec - ti vely attain twenty-on e; and_m_ _case any of them should die und er twenty-one, th en their shares"should go to the survivors an dsurviA-oT At the de ath of the testator, Jane Gilmore had twoJHjildrenJ^the plaintiffs ; after wardT sTT e haH _ another ch ild : the plaintiffs were both infants; and the Court ISiiTXloyd Ksnyon] was of opinion, that 7 Accord: Holland v. Wood (1870) L. R. 11 Eq. 91 (devise of real estate). But see Drury v. Drury, 271 111. 336, 111 N. E. 140 (1916) ; Satterfield v. Mayes. 11 Humph. (Teuu.) 58 (personalty) ; Cole v. Creyon, 1 Hill Eq. (S. C.) 311, 322, 26 Am, Dec. 208 (personalty) ; Conner v. Johnson, 2 Hill Eq. (S. C.) 41 (real estate) ; Robertson v. Garrett, 72 Tex. 372, 10 S. W. 96 (real estate) ; Teed v. Morton, 60 N. Y. 502. 506 (personalty ; the court suggests difference between realty and personalty) ; Matter of Allen, 151 N. Y. 243, 247. 45 N. E. 554 (semble ; personalty) ; Hadcox v. Cody, 75 Misc. Rep. 569, 135 N. Y. Supp. 861 (ijersonalty). In Cole Y. Creyon, supra, the court, by Hari^er, J., said: " I^think it. how - e ver, the mdi'g liat uVal i mport of t h e words, when the bequest i's~fo'cnii(iren-?\t tlie death ot the tarumt for lileS ttUlt those who theh answer the d^-Jc'rlptmn o fchildren, sbouUl be nu';Tn t The intenta^n too, will, 1 tuiuK, in general be best conipiied with Dy tnis construction. When property is thus given to children, and one dies before the period of distribution, it will commoidy happen that his brothers and sisters will be his next of kin, and then it will be immaterial whether they take as legatees or as next of kin of the deceas- ed. But it may haiipen that there will be a father or mother to take along with them ; and when the testator has passed over the parent and given the whole to the children, it would seem to defeat his intention that the parent should at the period of distribution, take any portion as next of kin. When the devise is of real estate in England, one brother would take the whole of the deceased's portion as heir-at-law ; and this would seem to defeat the intention that all the children should take ef[ually. There would be rea- son for making a different construction, and probably a different one ouglit to be made, wiien the child dying has left children ; and this also to effectu- ate the intention ; for it cannot be supposed that the testator intended the object of his bounty not to be capable of transmitting to his children so as to provide for them." Compare, however, with the result reached in O'Hare v. Johnston, 273 111. 458, 113 N. E. 127. Ch. 8) DETERMINATION OF CLASSES 2G5 the ynirnFresj _chilcl. beinff born during the infancy of the other two , thoug h after the dea th of the testator. might_b e entitled to a share. As none were entitled to a veste'd^interest^the court ordered the money to be paid into the bank.^ ANDREWS V. PARTINGTON. (Court of Chancery, 1791. 3 Brown, Ch. Cas. 401.) Robert Andrews, grandfather of the plaintiff, made his will bearing date 19th August, 1763, and thereby gave to the defendants, Partington and Andrews (the father of the plaintiffs), all his real and personal estates (subject to debts) : in the first place, to pay taxes, repairs, and for the renewal of leases ; and out of the rents, &c., to pay his wife, Margaret, £800 a year, until his daughters, Diana and Catherine, should marry; and after their marriages, £600 a year for life; and subject and without prejudice thereto, out of the rents and profits, to raise £3000, as soon as might conveniently be, after his decease, to be paid in manner following: i. e., £2000 te his daughter Diana, and £1000 to his daughter Catherine, accumulating the surplus rents and profits during the life of his wife; and, after the decease of his wife, the further sum of £7000 to be paid to his daughters, at such times, and in such proportions, as therein mentioned; i. e. £3000 to Diana, on the day of her marriage, and £4000 to Catherine, on the day of her marriage, provided such marriages should happen after the decease of his wife ; and in case either of his daughters should marry in the lifetime of the wife, then her share to be paid her within six months after the death of the \Yif e ; the shares of the daughters, after decease of the wife, to bear interest at four per cent ; and in case his said daughters, or either of them, should die unmarried, then, upon trust, to pay the share or shares of her or them so dying in the manner following: i. e., £2000, part of the £3000 share of Diana, to all and every the child and children of his son Robert Andrews, equally to be divided between and among them ; if more than one, share and share alike ; and if but one, then to such only child ; the parts or shares of such child or children to be paid in manner following : i. e., the daughter's shares at her or their age or ages of twenty-one, or day or days of marriage, which should first happen ; and the son's share or shares, at his or 8 See, also, In re Emmet's Estate, 13 Cb. D. 484 (ISSO). Theobald on \Tills (7th Ed.) p. 309: "Maintenance out of the shares or presuniptive shares of children will not extend the class. Gimblett v. Purton, 12 Eq. 427. But if maintenance and advancement are continued beyond the time when the eld- est child attains twenty-one, if, for instance, advancement is directed out of vested and presumptive shares, all children will be let in. Iredell v. Iredell. 25 B. 485; Bateman v. Gray, 6 Eq. 215; In re Courtenay; Pearce v. Fox- well, 74 L. J. Ch. 654." 266 CONSTRUCTION OF LIMITATIONS (Part 2 their age or ages of twenty-one; or to be sooner advanced, for his Or their preferment in the world, or benefit, if the trustees, or the survivors of them, &c., should think fit, with survivorship among the children, the dividends and interest thereof to be paid by the trustees, toward the maintenance and education of such child and children, till their shares become payable, in proportion to their respective shares and interests therein; and in case all the children should die before their shares became payable, then the i2000 to be paid to his son Robert Andrews. The testator also declared the uses as to the re- maining ilOOO given to his said daughter Diana, for the benefit of the children of his daughter Margaret Ashcroft; and with respect to i2000 of the £4000, his daughter Catherine's share, he also gave it in the same manner with the first £2000 given to his daughter Diana; and the other £2000, part thereof, he gave among the children of his daughter Margaret Ashcroft, in the manner therein mentioned; and he gave the r esidu e of his estate, after the death of his wife, after payment of £1000, to his son Robert Andrews, and three annuities, to persons since dead, t o the childre n of de f endant, R obert Andrews, in the same manner with the £2000 given in the first place toTDianaT" The testator died 27th August, 1753, and his wife and defendant Partington, proved his will. The widow died 23d May, 1774, leaving defendant Partington the surviving executor. Catherine Andrews, one of the testator's daughters, intermarried with John Neale Pleydell Nott, Esq., and £4000 part of the £7000 were, after decease of the mother, paid to the trustees named in the settlement upon the marriage, together with £1100 arising from savings, and from another fund. The remaining £3000 was never raised ; Diana, the other daughter, never having married ; but interest for the same has been paid to her from the death of the widow. Sarah Andrews, wife of the defendant, Robert Andrews, son to the testator, died in April, 1781, and the plaintiffs are the children of that marriage, six of whom had attained their ages of twenty-one, previous to the filing of the bill, and the six others were minors. The bill prayed (among other things) that the freehold and leasehold estates might be sold, and six twelfth parts of the produce, and also of the residue, and accumulation, might be paid to the six plaintiffs, who had attained twenty-one, and the remaining six twelfth parts be placed out at interest for the benefit of such of the plaintiffs as are infants, &c. The cause came on to be heard 1st March, 1790, when the only question decided was, relative to the maintenance (vide 3 Bro. C. C. 60), and it was referred to the master, to inquire (inter alia) what chil- dren the defendant Andrews then had, and had had, and at what times they were respectively born, and in case any of them were dead, then when they respectively died. Ch, 8) DETERMINATION OF CLASSES 2G7 July 11, 1791, the master made his report, and thereby stated, that the defendant, Robert Andrews, had issue by his late wife, the follow- ing children, and no more ; plaintifif Elizabeth, born 1761, Robert, 1762, Catherine, 1764, George, 1765, Charlotte, 1766, Sarah, 1767, Caesar, 1770, Hugh, 1772, Henry, 1773, Frederick, 1775, Marianne, 1777, Au- gustus, 1779; and that, besides the above-mentioned children, the de- fendant, Andrews, had an issue by his said wife, the following chil- dren, who were dead; Sarah, born 1760, died 1763; John, born 1769, died 1783; and Charles, born 1776, and died in the same year. And now the cause coming on for further directions upon the mas- ter's report, the question was, what children should take under the be- quest of the residue? 1st. Whether all such children as the defendant Robert should have at the time of his death? 2d. Whether it should be confined to such as were living at the death of Margaret, the testa- tor's widow? Or, 3d. To such children as were living at the time the eldest child attained the age of twenty-one? Lord Chance:llor [Thurlow] said where a time of payment was pointed out, as w here a legac y is given to all the children of A., whe n they shall attain twenty-one, it was too late to say, that the time so pointed out shall [n ot] regulat e among wha t children the d istribution shatTbeTiTacIe^ rt~must be among the children in esse at the time^th e eldest attains sucli age^ He~s"aid he ha'd'o'tten wondered how it came to' be so decided, there being no greater inconvenience in the case of a devise than in that of a mar riage settlem ent, where nobody doubts that the same expression means all the children. DAVIDSON V. DALLAS. (Court of Cliancery, ISOS. 14 Ves. 576.) Alexander Davidson by his will bequeathed t o the children of his brother Robert Davidson £3000 to be equally divided among them ; and if either of diem should die ^fore the age of twenty-one years their share to go to the survivors^ The testator died in 1/92. The master's report stated, that at the death of t he testator _j liere were six children of his broth er, the eldest oT'wliom w^as at the date of the report of the age of f ourteen , and two more children were born since the repo£t . A decree had been taken, without argument, declaring that the two children of Robert Davidson, born after the death of the testator, and all the other children to be born, until the eldest child should attain the age of twenty-one, were equally entitled with the children who were born before the testator's death. The cause came on upon an appeal from the decree. Thi; Lord Chancei^lor [Lord Eldon]. T his legacy i s ajve sted interest, su bject to be devested bv the death of any of the children undeTjIiFage of twenty-one, leaving another child surviving. It is an 268 CONSTRUCTION OF LIMITATIONS (Part 2 immediate legacy to the children, living at the testator's death ; in whom it vested at that time ; equally to be divided among them ; with a limitation over, if either of them should die before the age of twenty- one, to the survivors. That period of divis ion and vesting is the death of the testator ; and that, which is to be divided and~vesfed at that time, may in certain events go over to some of those, among whom it was to be divided, and in whom it vested, at the testator's death. The difficulty that has always been felt to apply the term "survivors" to those, who may not be alive at the time of the distribution taking place, has been met by presuming, that the testator intended persons, not then living, but who might come into existence before the distribution; construing the word "survivors" as "others ;" to take in all who should come into existence before that period. There is nothing in this will, indicating a general intention, upon which the forced construction of the term "survivors" has been adopted. These words must therefore have their natural meaning. The decree declared, that tho se children only of the testator's brother. who were living at tlie death of the testator, were entitled] OPPENHEIM V. HENRY. (Court of Cliancei-y, 1853. 10 Hare, 441.) The principal question arose on the efifect of the following bequest of the residuary estate of the testator: "I desire and will the remaining residue to be appropriated in man- ner following, — say as soon as conveniently can be after my decease, to be turned into cash, and brought into the funds, stock £3 per cent. Consols, in the names of my executors hereinafter named, and to be held by them in trust for all my grandchildren, to be divided equally among them _at the end or expiration of twenty years after my decease, and the in terest by the purchase o Fi3 per cent. _r r»ngr.1g gtnrlr tn ar- cumulate till that time." The Vice-ChaxcEllor [Sir W. Page Wood], with reference to the argument for confining the gift to grandchildren living at the ex- piration of the twenty years, said, that the cases which were referred to in support of the argument for postponing the gift until that time, were cases in which the gift was connected with t he pe ri od of divis ion. The strongest cases in this form were, perhaps, those in which the gift was "to children on attaining a certain age." There, no doubt, the gift was coupled with the period of distribution. In some of those cases it might possibly have been contended, that the existence of the life in- terest was tlie only reason for postponing the division. He had no dif- ficulty in holding, that a gift of stock in trust for all the grandchildren of the testator, to be divided equally amongst them at the period of twenty years from the time of his decease, was a vested interest in the Ch. 8) DETERMINATION OF CLASSES 2G9 grandchildren of the testator. The only question, then, was, in what grandchildren the gift vested; and upon this he was clearly of opinion, that the f^ randchildren who werejiving at the death of the testator, a nd those who were born afterwards before the period of dis tribution, were entitled? ~~ RINGROSE V. BRAMHAM. (Court of Chancery, 1794. 2 Cox, 384.) The question in this cause depended upon the following clauses in the testator's will : *T also give t o Joseph Ringrose's c hildren £50 to every child he hath by his wife Eliza beth, to be jaid to~theiin)y my executors a s thev sha ll cmiie of ag e, anTTtlieinter est to be paid yearly t ill__ they come of ag e to t heir fa^er or moth er. I also give to Christopher Rhodes's children7that he hath by his wife Peggy, £50 to every child when they come of age, and the interest to be paid yearly till they come of age to their father or mother. And my will is, that my two executors do lodge in Mr. W. Foxhall's hands £600, and £100 in Joseph Ringrose's hands till the children aforesaid come of age, and to receive the interest yearly, and to pay the same to the above-named children or their father or mother. And if any of the children should die before they are of age, then the legacies shall go to my executors." There were eleven children of Joseph Ringrose and Christopher Rhodes living a t the'Tlrne oT the making the w ill ; t hirte en ai the death of ^he testator ; and t hree bor n sinc e. This bill was tiled by the sixteen children of Joseph Ringrose and Christopher Rhodes, claiming to be entitled to £50 apiece under the above bequest. And it was insisted on the part of the plaintiffs, that there was nothing to confine these legacies of £50 to the children living at the time of making the will, or to those living at the death of the testator ; that altliough the testator has made use of the word "hath," which is properly of the present tense, yet it is evident that he meant thereby "shall have," in the same manner as he afterwards uses the word "come" for "shall come ;" that the sum which he has set apart for the payment of these legacies does not tally with the number of the children living at any one of these periods, and therefore nothing can be inferred from thence, except that he did not mean to confine the legacies to the children living at the date of the will ; that as the lega- cies are not to be paid to the respective legatees until they attain twenty- one, this will at least let in all the children born before any of them arrives at that age. Gilmore v. Severn, 1 Bro. Cha. Rep. 582. 9 But see Kevern v. Williams, 5 Sim. 171 (1S32) ; Elliott v. Elliott, 12 Sim. 27G (1S41). 270 CONSTRUCTION OF LIMITATIONS (Part 2 Master of the Rolls [Sir Richard Pepper Arden]. The case of Gilmore V. Severn is ve ry dis tinguishable f romJLhis. In Gilmore v. Sev ern, a gross sum of £350 was given to the children of Jane GUmore^ to"^ paid to'TTieni in equal shares at twenty-one, and there was no in convenience in postponing the vesti ng of those shares until some one of " ttiei n - a tfatireit^hg rggg; so as to let in the children born in the mean time, because there was nothing to do but to set apart the sum of i350, and the residue of the testator's personal estate might be immediately divided ; for whether more or fewer children divided the ;£350, still they could have but i350 amongst them. B ut here there are distinct lega- cie s of_i50 to each of the^ hildrgn, and therefore if I am to let in all fHechildren of these two persons born at any future time, I m ust post- pone t he distribut io n of the testator's pe rs onal estate until the death of Joseph Ringrose and Christopher Rhodes, or their wives, for I can ripv pi- divid g__the ^esidue u ntil I know_hQacmany jggaQ Jes of £5Cri x£-_ pa yable. Therefore, thougTrTperlectly assent to Gilmore v. Severn, it is^hCTf applicable to this case. At the same time I think I may fairly construe the woi-d "hath," so as to make it speak at the time the will takes effect, and let in the children born between the making of the will and the death of the testator. His Honor therefore declared the t hirteen plaintiffs only who were living at the death of the testator, entitled to legacies of £50 each.^" STORRS V. BENBOW. (Court of Chancery, 1833. 2 Mylne & K. 46.) A codicil to the will of William Townsend contained a bequest in tlie following words : "Item, I direct my executors to pay, by and out of my personal estate exclusively, the sum of £500 apiece to each child that may be born to either o f the children of either of my brothers. lawfully begotten, tj) be paid toje ach of them on his or her attaining the a ge of twenty-one years, without" beneht of survivorship." The~question was", whether the plaintiff, William Townsend Storrs, who was a grandchild of one of the testator's brothers, and who was born after the testator's death, was entitled to a legacy of £500, under this bequest. The Master oe the Rolls [Sir John Leach]. THis is an im me- diate gift at th e death of thej testator, and is_confined to the children the n liv ing^ TEe words "rnay be^orn7^rovide3~Tor the~"Mrth of children bet ween t lie making of the will and the deatiL I'he cases of Sprackling v. Kanier, 1 Dick. 344, and Ririgrose vT Bramham, 2 Cox, 384, are direct authorities to this point. To give a different 10 If there are no children in existence at the testator's death, does the provision fail? See Mann v. Thompson, Kay, 638 (1854); Rogers v. Mutch, 10 Ch. D. 25 (1878).' ,^ / Ch, 8) DETERMINATION OF CLASSES 271 meaning to the words "may be born," would impute to the testator the inconvenienta nd impro b able inten tiQll_tliat_his_r esiduarv person al est ate"""sHoul dliot be distributed until after the deaths of al l the child ren of either oi MAINWARING v. BEEVOR. (Court of Chancery, 1849. 8 Hare, 44.) William Carver by his will, dated in 1835, after bequeathing to his trustees all his shares and moneys standing in his name in divers stocks, funds, and securities, and after declaring trusts of three sev- eral sums of i30,000 consols, for the benefit of his widow and sons, William James Carver and James Carver, for their respective lives, with remainder to the children of his said two sons, or their issue, — declared that, as to the residue of his consols, his £2> per cent reduced stock, his New iS^^ per cent, and his bank stock, and all other the stocks and funds or securities which might be standing in his name at his decease (except the said three sums of £30,000 consols), his trus- tees should stand possessed of such residue, upon trust (after paying an annuity of £20 to Alary Scott for her life), to pay and apply such part and proportion of the dividends, interest, and annual produce of the residue, as the said trustees or the survivors or survivor of them might in their or his discretion deem necessary, for or towards the main- tenance and education of all and every of his grandchildren, the chil- dren of his said two sons, William James Carver and James Carver, until they should severally attain the age of twenty-one years. And the testator directed, that the surplus of such dividends, interest, and annual produce, which should not be wanted and applied for the pur- pose last aforesaid, should be invested by his trustees in government securities (with power to vary and transpose the same), and proceed- ed : "And when and as each of my said grandchildren shall attain the age of twenty-one years, upon trust that they my said trustees, &c., do and shall, by the sale of such part of the stocks, funds, and securi- ties then standing in their names or name, as may be necessary for the purpose raise and pay to each of my said grandchildren so attain- ing the age of twenty-one years as aforesaid, the sum of £2000 for their own benefit. And I do hereby declare, that when and so soon as all and every my said gran dchildren shall have attained their age r^fn-pnfy-(^^p vpnrQ tinpy my caiM Tfustecs, &c., do and shall Stand possessed of the whole of the stocks, funds, and securities then stand- ing in their names, upon any of the trusts of this my will (over and above the three several sums of £30,000 £3 per cent consols, hereinbe- fore by me disposed of), upon trust to pay, transfer, divide, and make over the same respectively, and the dividends, interest, and annual produce thereof, unto, between, and amongst all and ever}' my said grandchildren, to and for their own absolute use and benefit as ten- 'li'Z CONSTRUCTION OF LIMITATIONS (Part 2 ants in common, and not as joint tenants. Provided always and I do hereby declare, that if I shall have only one grandchild who shall live to attain the age of twenty-one years, then such one grandchild, upon his attaining that age, shall have and be entitled to the whole of the stocks, funds, and securities, and the dividends, interest, and annual produce thereof, to which my grandchildren, if more than one should have attained the age of twenty-one years would have become entitled. And I do hereby further declare, that each of my grandchildren, upon their severally attaining the age of twenty-one years, shall take vested interests under this my will. Provided also, and I do hereby further declare, that in case any or either of my grandchildren shall at any time during his, her, or their minority, go or be taken beyond the seas, for the purpose of being or to be educated in any foreign country, or for any purpose whatever, and shall remain beyond the seas or in any foreign country, for any purpose whatever, more than three calendar months in any one year, then and in every such case, and from thence- forth, the claim, right, and title of each and every such grandchildren so going or being taken beyond the seas to maintenance and education out of or in respect of any moneys or property to which they, he, or she may be entitled under this my will, shall cease and determine and become forfeited ; but so, nevertheless, that such forfeiture shall not in any respect affect the right of such grandchild of grandchildren to the principal of such moneys and propert}^ upon his, her, or their at- taining the age or ages hereinbefore mentioned for payment of the same." The testator died in 1837, leaving his two sons surviving. William James, one of the sons, had five children living at the testator's death. James, the other son, was unmarried. The youngest of the five grand- children attained twenty-one years of age in 1848, and no others had been born. The grandchildren then filed their bill for the execution of the trusts of the residue of the stocks, funds, and securities, and for a declaration that they were entitled to an immediate transfer of their respective shares. Mary Scott the annuitant was dead, but the sons, William James and James, were still living. Vice;-Chancellor [Sir James Wigram]. In the case of a gift to children when they attain twenty-one, the reason of the rule of the court is, that the eldest child, on attaining twenty-one, has a right to demand his share, and that this right is inconsistent with a gift to "all the children," including those who may afterwards be born of the par- ent named. In this case there is no such inconsistency. Plere there is no express direction, conferring upon the grandchildren the right now to receive their shares, and no inconsistency would arise from holding a ll the grandchildren born" in the lifetime of either of the parents^ named in the will, entitled t o participate . If the class is to be confined" to the grandchildren ni esse"lit the death of the testator, the argument is intelligible. In the case of Elliott v. Elliott [12 Sim. 276], the Vice- Chanceilor seems to have adopted that construction, on the ground Ch. 8) DETERMINATION OF CLASSES 273 that it brought the bequest within the rules of law as to remoteness, proceeding, I suppose, on the principle, that where a will admits of two constructions, that is to be preferred which will render it valid. The rules of construction cannot, however, be strained to bring a de- vise or bequest within the rules of law. If the class cannot be so re- stricted in this case, and grandchildren born after the death of the testator are to be admitted, there does not appear to be any reason for excluding a grandchild, born or to be born in the lifetime of ei- ther of the testator's sons. VicE-ChancEllor. Where a testator has given two inconsistent directions, and has said, that the children, or (which is the same thing) all the children, shall participate in the fund, and then directs that there shall be a division when or as soon as each attains twenty-one, in that case you must do one of two things, — ^you must either sacrifice the di- rection that gives a right to distribution at twenty-one, or sacrifice the intention that all the children shall take. The court has in such cases decided in favor of the eldest child taking at twenty-one, as the will directs, and sacrificed the intention that all the children shall take. In this case, the testator has given the residu e to all the children of his two sons, when the youngest attains thea g e ot twenty-one yea rs. There are a certain number oflrhildren, and the elder children attain twenty-one. The inconvenience pointed out by Mr. Prior then arises : the provision for the maintenance of those children ceases, though, as it cannot be certainly said that the youngest child has attained twenty- one, they cannot claim a distributive share of the fund. The question is, how long is the eldest child or the other children to wait. If the objects of the testator's bounty can be confined to children of his sons living at his death, — which, independently of the fact that there is one son who had no children at that time, I am clear cannot be done in this case, — it might be possible to get at tlie conclusion which I have al- ready mentioned, that, the moment the eldest attained twenty-one, the period pointed out for division arrived. If it be once admiitpH i-h;if a child bo rn after the death of the testator may take, all the inconven- ience is let in, and the eldest child may have to wait for a n mdefini le tim e, so long a£ Vhil dren ma y contmue to be born. Jrlow m that case is it possible to limit the class entitled m the way suggested, which is, that the moment the youngest child in esse attains twenty-one, there is to be a division, although there may be an unlimited number of chil- dren born afterwards? I do not see how the inconvenience pointed out can be avoided. The words of the will do not require an immedi- ate distribution. With respect to the case of Hughes v. Hughes [3 Bro. C. C. 434], it appeared to me at first, that though the language of the court in giv- ing judgment was in favor of the view I take of the case, the decree as drawn up was dififerent. It is not, however, dififerent, for it lets in all the children, — whether it means children in esse or children at any 4 Kales Prop. — IS 274 CONSTRUCTION OF LIMITATIONS (Part 2 time born of the daughter, I do not know. It is not now the practice of the court to make a prospective decree; but the decree is open to the construction, that every child of the daughter shall take a distribu- tive share. I see no principle upon which a distribution can be de- manded in t he~case b etore~me7 merely because the youngest grandchild in esse has attained twenty-one. In re WENMOTH'S ESTATE. (Chancery Division, 1887. 37 Cli. Div. 266.) William Wenmoth, who died in February, 1871, by his will, dated the 19th of April, 1870, after certain pecuniary and specific bequests gave all the residue of his property upon trust to pay to his daughter Eliza (Airs. M'Kever) an annuity, and directed his trustees during the life of his said daughter to pay and apply the surplus of the rents, dividends, interest, and annual proceeds, and after her death to apply the whole of such income "unto and equally between my grandchildren (being the children oi my son Joseph and my said daughter Kiiza) on their respectively a ttaining the age of twenty-one years , during their respective lives, share and share alike." On the death of any grand- child (except the last survivor) who should die leaving issue the share of such income and annual proceeds of such grandchild so dying to be paid unto and equally between his or her children who being sons should attain twenty-one or being daughters should attain that age or marry. After the death of the last surviving grandchild the residuary estate to be converted, and the proceeds of the conversion to be di- vided equally amongst testator's great grandchildren living at the death of his last surviving grandchild and attaining twenty-one. The share of any grandchild in the said rents and annual proceeds to be invested by the trustees during the minority of any such grandchild and form part of the trust. The trustees were also empowered to apply all or any of the share of the income or capital of any minor for his or her maintenance, education, or advancement. Mrs. M'Kever had two children, both of whom died in the testator's lifetime. Joseph Wenmoth had eleven children, of whom eight were now liv- ing. Of these eight grandchildren of the testator five were born in the testator's lifetime, and the eldest attained twenty-one on the 25th of March, 1883. Two were born after the testator's death and before the eldest grandchild attained twenty-one; one was bom in Febru- ary, 1887. The question, raised by originating summons, was whether the trusts of the will for the benefit of grandchildren were confined to such grandchildren as were living at the testator's death, or extended (a) Ch. 8) DETERMINATION OF CLASSES 275 to grandchildren born after his death, before the eldest grandchild at- tained twenty-one, or (b) to all grandchildren whenever born. A fur- ther question was whether the grandchildren who for the time being had attained twenty-one were entitled to the whole of the net income, subject to Airs. AI'Kever's annuity; and if not, to what part of such income they were entitled, and whether the plaintiff (the surviving ex- ecutor) could apply any and what part of such income for the main- tenance, &c., of such of the grandchildren as for the time being were under twenty-one. Chitty, J. An im mediate gift of personal estate to the children of A. is free from doubt, and those children only take who are living at the testator's death. A gift to the chil dren of A. who shall attain the a ge of twentv-one. is also one on which no question can arise . The class of ch ildren in either case remains open until the period of dis_- t ribution and th en closes, and all those children who may be born be - fo re tlfe death of the testator, or before the eldest of them has at - ta ined twenty-one, are admissible, while those bom after the perio d of distribu tion are excluded. This rule, excluding as it does from the class to be benehtea any child born after the period of distribution, may be explained by the attempt of the court to recon cile two incon- sis tent directions, viz., that the whole class should take and also" tha t the fund should be distributed among them at a period when the who le cla ss could not possibly be ascertained. The rule, which was intended a s a solution of the diffi cul ty, may be said to be a cutting of the kno t rath er than an unt}ir)g, and, though it has been called a rule of con- v enience, must be very inconvenient to those children who m ay be born after the p eriod of distributio m In Gillman v. Daunt, 3 K. & J. 48, IvOrd Hatherley, when Vice-Chancellor, said that a child "who ha s attained twenty-one cannot be kept wa iting for his share; and it y ou have once paid it to him, you cannot get it back." Where, how- ever, as in th is will, the distribution is of income and not ot corpus" there is nothing which requires the application of the rule, and the dil- fi cuTty does not ar ise. In the case of the distribution of corpus, the trustees cannot ascer- tain what is the aliquot share of a member of the class until the class is closed, but in the case of a distribution of income the distribution is periodical. Each member of the class, as soon as he becomes entitled, takes his share of the income, and there is no reason why the rule should be applied beyond each periodical payment. I have no diffi- culty, therefore, upon principle in holding that in the case of a bequest of inco me among a class of children to be paid on their attaining twen- ty-one years, the date of the first attaining twenty-one years was not the date of the ascertainment of the class, and that any child at any time attaining twenty-one years will be entitled to a share of the in- come. Mogg V. Mogg, 1 Mer. 654, appears to me to be an authority for my decision as to the distinction between a gift of corpus and a gift of income. In the two cases cited in support of the contention 276 CONSTRUCTION OF LIMITATIONS (Part 2 that the grandchildren living at the testator's death were the only ob- jects to take under the bequest (Elliott v. Elliott, 12 Sim. 276 ; In re Coppard's Estate, 35 Ch. D. 350), there was a c|uestion in each as to the rule against perpetuities, and although in neither case was remote- ness made the actual ratio decidendi such a construction was adopted as avoided an intestacy by the operation of the law of remoteness, and the decision in each case saved the will. The general law on this point is stated by Lord Selborne in Pearks v. Moseley, 5 App. Cas. 719: "You do not import the law of remoteness into the construction of the instrument, by which you investigate the expressed intention of the testator. You take his words, and endeavor to arrive at their mean- ing, exactly in the same manner as if there had been no such law, and as if the whole intention expressed by the words could lawfully take effect." If I thought those two cases in point I should have to con- sider them very carefully, but I do not. I decline to decide the ques- tion as to the interests of the great-grandchildren as being premature.^^ In re POWELL. (Chancery Division, 1S97. L. R. [1S9S] 1 Ch. Div. 227.) Adjourned Summons. Alvara Powell, by his will dated October 17, 1877, gave all the resi- due of his personal estate to trustees upon trust to divide the interest, dividends, and annual profits thereof into three equal portions, and upon trust to pay one-third part of the i nterest, divide nds, and annual profits of his personal estate unto the children of his sister Elizabeth ♦ Holmes, and to divide the same equally am oiigjhem during their lix £Sj_ and atter th eir deaths to divide one-third" part of his personal e state equally~bet ween their children ; but if they should all die without leav- ing any children, then he directed his trustees to divide the said third part of his personal estate equally among the children of his nephew Edward Crosland, share and share alike. The testator died on July 17, 1879. The testator's sister Elizabeth Holmes, who was upwards of eighty years of age at the date of the testator's death, died on November 9, 11 If the gift is to members of the class who attain twenty-one, a member of the class who has attained twenty-one, there being otber members of the class in existence under twenty-one, is only entitled to the income of his sbare, having regard to the number of members of the class for the time be- ing in existence, but without regard to the possibility of other members of the class being subsequently born. In re Ilolford, I.. K. [1S94] 8 Cli. 30. On the other hand, where tliere is a gift to the members of a class who at- tain twenty-one, of a fund or of real estate, wliicli does not carry the inter- mediate income, the members of the class who have, for tbe time being, at- tained twenty-one are entitled to the whole income, though there may be other meml)ers of the class who have not attained twenty-one. In re Averill, L. B. [1S08] 1 Ch. 523 ; Theobald ou Wills (7th Ed.) p. ISi'. Ch. 8) DETERMINATION OF CLASSES 277 1888. She had several children, one of whom had died leaving chil- dren. This summons was taken out by the trustees of the will for the de- termination (inter alia) of the question w hether the trust by the will de clared of one-third of the testator^s j;esiduarv personal estate in fa- vor of the children ot the childreii'ofthe testator's sister Elizabeth " H olmes w^as valid, or void as transgr essmg the rule agamst perpetu - ties"! ~ ' ~ ~ " "TvEKEwiCH, J. The first q uestion is Avhether, according to the lan - g uage of the will, the yift to the children of the testator's sister Eliz a- beth Holmes must be confined to those living at the date of the death of tlie testa tor, or be construed so a s to admit any c hil dren who may be born after that da te, 'i'he argument in favor of the more extensive" construction, admitting the after-born children, is, I think, founded entirely on an application, which I venture to call a misapplication, of the decision of Chitty, J., in In re Wenmoth's Estate, 37 Ch. D. 266. It is said that the learned judge was there dealing with the same rule of convenience as that which applies to the present case, and that the exception to the application of the rule which was adopted by him is applicable to this case also. The answer, to my mind, is clear. Wheth- er the rule which I am asked to apply can or cannot be properly de- scribed as a rule of convenience, it is not the rule of convenience with which Chitty, J., was dealing. There is some foundation for the argu- ment, and for calling the rule a rule of convenience. Mr. Theobald, a well-known and careful author, in his book on Wills has described both the rule which I have to apply here and the rule with which Chitty, J., was dealing as rules of convenience. With great respect to Mr. Theobald's accuracy, I venture to think that the law is better stated in Mr. Vaughan Hawkins' treatise. He devotes Chapter VII. to "Chil- dren, &c., when ascertained," and on page 68 he says this : "It might be supposed that a gift to the children of a person simpliciter, would include all the children he might have, whenever coming into existence ; but the testator is considered to intend the objects of his bounty to be ascertained at as early a period as possible ; and it may be laid down as a general rule (qualified by the other rules which follow in this chap- ter) that" — and then he thus states the rule : "A devise or bequest to the children of A. or of the testator, means, prima facie, the children in existence at the testator's death: provided there are such children then in existence." He cites Viner v. Francis (1789), 2 Cox, 190, a case which is also cited by Mr. Theobald, 4th ed., p. 255. It is over a hundred years old, and there can be no question about the authority of it. Mr. Hawkins on a somewhat later page also deals in a similar way with the rule with which Chitty, J., dealt in In re Wenmoth's Es- tate. At page 75 he says : "In the cases considered under the preced- ing rule, the shares of all the objects became payable at the same time, and the period of distribution was the same for them all : where the shares become payable at different times, as in the ordinary case of a 278 CONSTRUCTION OF LIMITATIONS (Part 2 gift to children at twenty-one or marriage, the last rule requires to be supplemented by another, namely, that where there is a bequest of an aggregate fund to children as a class, and the share of each child is made payable on attaining a given age, or marriage, the period of dis- tribution is the time when the first child becomes entitled to receive his share, and children coming into existence after that period are ex- cluded." This rule, which accelerates the period of distribution by fixing it at the time when the first child becomes entitled to receive his share, is undoubtedly a rule of convenience. The two rules, however, seem to me to depend on different considerations. The latter is purely a rule of convenience, which, as is admitted by all who have com- mented on it, contradicts the words of the will. The other rule does not necessarily contradict the words of the will, because, in legal phraseology, "all the children" is intended to mean "all the children living at the testator's death." No lawyer could doubt that a gift of a sum of money to the "members of a club" would extend only to those who fulfilled that description at the time of the testator's death. There does, therefore, seem to me to be a distinction of substance be- tween the first rule, which may to some extent be a rule of conven- ience, and the second rule, which is purely and simply a rule of con- venience, although, no doubt, they must both be treated as instances of rules fixing the period of distribution in the case of gifts to a class of persons. Chitty, J., in In re Wenmoth's Estate, was dealing solely with the second rule, i. e., the rule which fixes the period of distribu- tion among children at the time when the first child becomes entitled. It is that rule which he declines to extend to a case where income only is given; and I do not think it occurred to him to consider in any way whether it would be right to depart from the rule as to children being ascertained at the testator's death because they were only inter- ested in income, or for any other reason. His judgment does not ap- pear to me to apply to such a case as the present one, and this gift must be construed according to the ordinary rule. I therefore hold that, unde r the_gift of income , only th e children of Elizabeth H olmes living at the ^stator's death t'aFe. a nd ttiat the'gilLov er tol:he childreTT children is laration to that effect. Ch. 9) EXECUTORY DEVISES AND BEQUESTS 279 CHAPTER IX DIVESTING CONTINGENCIES AND CONDITIONS PRE- CEDENT TO THE TAKING EFFECT OF EXECU- TORY DEVISES AND BEQUESTS SECTION 1.— FAILURE OF EXECUTORY DEVISE OR BEQUEST HARRISON V. FOREMAN. (Court of Chancery, ISOO. 5 Ves. 207.) John Stallard, being possessed among other personal estate of £566 annuities of 1778, by his will dated the 13th of August, 1779, gave to Joseph Jennings and John Harrison £40 per annum, part of the said annuities, in trust to pay the dividends and produce thereof, which should from time to time arise and become payable, to his cousin Mrs. Sarah Barnes during her life, exclusive of her marriage or any future husband, and not to be subject to his or their debts or control ; and from and after her decease upon trust to transfer the said sum of £40 per annum, or the stock or fund, wherein the produce thereof might be invested, to Peter Stallard and Susannah Snell Stallard, children of his (the testator's) cousin William Stallard, in equal moie- ties; and in case of the decease of either of them in the lifetime of the said Sarah Barnes, then he gave the whole thereof to the survivor of them living at her decease. He gave all the residue of his estate and effects of every kind to Elizabeth Stallard and Sarah Stallard, the children of his cousin Abraham Stallard, to be equally divided be- tween them, share and share alike; and he appointed Jennings and Harrison his executors. By a codicil, dated the 2d of February, 1781, among other things the testator revoked the disposition of the residue, and gave it in the same terms to the said Elizabeth Stallard and Sarah Stallard, and Mary Main, sen., and ]\Iary Main, jun., equally. By another codicil, dated 9th of Februar}% 1782, the testator, taking notice of the death of Jennings, appointed another joint-executor with Harrison. The testator died in March, 1782. Susannah Snell Stallard and Peter Stallard died, the former in January, 1784, the latter in Decem- ber in the same year ; both intestate. Sarah Barnes died in January, 1797. The bill was filed by the executors of the testator; praying 280 CONSTRUCTION OF LIMITATIONS (Part 2 that it may be declared, who are entitled to the said £40 per annum, annuities, &c. The question was between the defendant Foreman, administratrix of Susannah Snell Stallard and Peter Stallard, and the residuary legatees, claiming it as having fallen into the residue. Master of the Rolls [Sir Richard Pepper Arden]. The only question upon this will is, whether by the event, that has happened, the deaths of Susannah Snell Stallard and Peter Stallard in the life of Sarah Barnes, this sum of £40 per annum annuities given after her death in their favor is undisposed of ; or in other words whether the bequest is by these means put an end to and become absolutely void. Upon the first part of the will, if it stood without the condition an- nexed in case of the death of either of them in the lifetime of Sarah Barnes, there could be no doubt, I suppose, that it would have been a vested interest in those two persons ; for it is a bequest of these an- nuities to a person during her life; and after her decease to two given persons in equal moieties. If it rested upon those words, there could be no doubt it would upon the death of that person have been a vested interest in them as tenants in common, transmissible to their representatives, w-hether they survived the person entitled for Ufe, or died before her. Then comes the condition annexed ; makinsf a dis- position in a given event different from that which would have been the effect of the first words. The contingency described in that part of the will never took place; there being no survivor of those two persons at that time. The question is, then, whether this makes the whole void ; as if it never vested at all. It is perfectly clear, that where there are clear words of gift, giving a vested interest to parties, the court will never permit that absolute gift to be defeated, unless it is perfectly clear, that the very case has happened, in which it is declared, that interest shall not arise. The case of Mackell v. Winter [3 Ves. Jr. 236, 536], is most analogous to this. I held the interest absolutely vested in the surviving grandson. My decree was reversed: the Lord Chancellor holding two things; in both of which I had given an opinion ; first, that it never did vest in the two grandsons or the survivor of them: secondly, If it did vest, yet it sufficiently appeared upon the will, that the testator intended a survivorship to take place between all three, the grandsons and the granddaughter, though it was not expressed. As to the first point, it does not bear upon this case. The Lord Chancellor was of opinion, the words were not sufficient to give a vested interest to the two grandsons for this reason ; that nothing was given to them till their ages of twenty-one : but the capital and the accumulation are directed to be paid to them at that time and no other. His Lordship's opinion is expressly founded upon that. My opinion rested entirely upon the first point. I admit the absurdity of the intention; but that is no reason why it should not prevail. I am very glad the decree took the turn it did ; for unquestionably it effected the real intention of the testatrix. Ch. 9) FAILURR OF EXECUTORY DEVISE 281 But without entering into that question, or commenting farther upon that case, to which it is my duty to submit, it is sufficient to say, that it is impossible any doubt can be entertained upon the words of this will. Upon the principle of the Lord Chancellor's opinion, that the words in that will were not sufficient to give any vested interest till the attainment of majority, my decree undoubtedly was wrong. But upon the doctrine held both by his Lordship and by me it must be determined, that upon the words of this will there was a vested interest, that was to be devested only upon a given contingency, and the question only is, whether that contingency has happened. No words can be more clear for a vested interest. Then the rule that I anplied in Mackell v. Winter, and that was admitted by the Lord Chancellor, takes place; that if there is a clear vested interest, the court is only to see, what there is to take it away ; and the only con- tingency is, that in case of the decease of either of them in the life of Mrs. Barnes the whole is to go to the survivor. Neither of them was living at her death. That rule, therefore, that I applied in Mack- ell V. Winter, and that I still think binding upon a court of equity, applies. There is a vested interest ; and the contingency, upon which it is to be devested, never happened : the vested interest therefore re- mains ; as if that contingency had never been annexed to it. L'pon the principles laid down by the Lord Chancellor in Mackell v. Winter I am perfectly clear, his Lordship would have agreed with me in this case. I could illustrate the principle by putting the case of a real es- tate, instead of these annuities, given after the death of the tenant for life to these two persons and their heirs, as tenants in common ; but, if either of them dies before the death of the tenant for life, then to the survivor and his heirs. Putting it so, there is no possibiHty of doubt, it would have been a vested interest in them, to be devested upon a contingency, which did not take place. It is unnecessary for me to take notice of that case of Allen v. Barnes, as 1 have elsewhere [Perry v. \\'oods, 3 Ves. Jr. 204, 208] ob- served, that it is not correctly reported. Declare, that these annuities of f40 per annum were a vested inter- est in Susannah Snell Stallard and Peter Stallard, and now belong to the defendants Foreman and his wife in right of the latter as their ad- ministratrix. 282 CONSTRUCTION OF LIMITATIONS (Part 2 JACKSON V. NOBLE. (Court of Chancery, 183S. 2 Keen, 590.) This was a bill filed by Mary Anne Jackson and others, against Mary Ann Noble and Edward Leslie, praying that the wills of David Russen, George William Riissen, and Jane Russen, might be estab- lished, and that the rights of the parties to certain property given by the will of David Russen to the defendant, Mary Ann Noble, might be declared, and that consequential relief might be given. ^ On the 29th October, 1813, David Russen made his will, and there- by, after giving to his son, George William Russen, certain leasehold estates and his money in the funds, with certain exceptions, gave and bequeathed as follows : "And I do hereby give, devise, and bequeath, all those my freehold estates, situate and being in Upton Lane, West- ham, in the county of Essex, in the possession of Mr. Clark : also my freehold estate situate in Golden Lane, in the city of London, in the possession of Mrs. Snell and Mr. Sandover : also my moiety or half part of my copyhold messuage or tenement, garden and prem- ises, situate at Westham, in the county of Essex, in the possession of Mr. Stuart, and which said estate I have surrendered to the use of this my will: also my leasehold estate, situate and being in Philip Lane, in the city of London, in the possession of Mr. Thomson ; and il.OOO 3 per cent stock unto my daughter Mary Ann Russen, and Matthew Peter Davies, of Saint Martin's Le Grand, and George Wil- liam Russen, of Aldersgate Street, gentlemen, their heirs, executors, administrators, and assigns, to have and to hold the said last-men- tioned freehold and leasehold messuages, tenements, estates, and premises, with their several and respective appurtenances, and the aforesaid il,000 stock, unto my said daughter Mary Ann Russen, the said Matthew Peter Davies, and George William Russen, their heirs, executors, administrators, and assigns, for and according to my sev- eral estates, right, interest, and term of years therein respectively. In trust to permit and suffer my said daughter, M. A. Russen, and her assigns, to receive and take the interest and dividends of the said il,000 stock, and the rents, issues, and profits of the said several last- mentioned estates, for and during the term of her natural life, to and for her own separate, personal, and peculiar use and benefit, inde- pendent of any husband, with whom my said daughter shall or may at any time or times hereafter intermarry; and not be subject to his or their debts, povvers, control, engagement, or intermeddling; and for which her receipts alone shall from time to time, and at all times hereafter, be full, good, and sufficient discharges, notwithstanding any such coverture, in such and the like manner as if she had con- tinued a feme sole and unmarried, and that to all intents and purposes 1 Only that part of the case which relates to the effect of the executory gift is here given. Ch. 9) FAILURE OF EXECUTORY DEVISE 283 whatsoever. And from and after the decease of my said daughter, in trust to convey and assign the said several last-mentioned freehold and leasehold estates, and the said £1,000 stock, unto the heirs, ex- ecutors, and assigns of my said daughter, for and according to all my estate and right therein respectively. Nevertheless, in case my said daughter shall intermarry and have no child or children, then the said estates and money in the funds shall belong to my son George William Russen; or (in case of his decease before my said daughter, then to such child or children as he may happen to have) ;" and after enabling his daughter to grant leases of the freehold and leasehold estates so given to her, and giving certain other legacies, he gave all the residue of his estate to his son George William Russen. By a codicil, the testator gave to his daughter, Mary Ann Russen, a further sum of il,000 3 per cent reduced annuities, subject to the like terms and conditions as before mentioned and described in his will. The testator died on the 6th of February, 1819. He left his son George William Russen his heir-at-law and customary heir, and his daughter Mary Ann Russen surviving. The son George William Russen proved the will, and became legal personal representative. He died without issue, having made a will, dated the 28th February, 1833, by the recital of which he showed, that he considered himself interested in the property given to his sister by his father's will ; and he made a general gift of his own property to his wife, under whom the plaintiffs claim to be entitled. Mary Ann Russen married, and was now the defendant, Mary Ann Noble ; but she had no child. The Master of the Rolls [Lord Langdale]. The first question is, what estate is given to Mrs. Noble? Is she entitled to an estate for life only, or to an absolute estate, subject to be defeated by a con- tingent executory gift over? If the former, the plaintiffs are entitled to the claim, which they have made in this respect. If the latter, it is to be considered, whether the event on which the executory gift over was to take effect, can now happen. It is admitted on both sides, that Mrs. Noble has an equitable es- tate for life. During her life it is the office of the trustees, to pre- serve for her, the separate and independent use of the income; after her decease, it is the office of the trustees, to convey and assign all the testator's interest to her heirs, executors, administrators, or as- signs. It is not the case of an equitable or trust estate for life, with a use executed in the heir, upon the death of the tenant for life; but a case, in which the trustees have a duty to perform, after, as well as before, the death of the tenant for life ; and in which the duty after the death of the tenant for life, is clear and defined, neither requiring nor admitting of any modification. There would, on the death of the tenant for life, be nothing for this court to do, but to direct the con- veyance or assignment to the heirs, executors, administrators or as- 1 284 CONSTRUCTION OF LIMITATIONS (Part 2 signs ; and I think that upon the construction of this part of the will, independently of the contingent executory gift Over, there is an eq- uitable estate for life, with an equitable remainder to the heirs, ex- ecutors, administrators, and assigns ; and that Mrs. Noble has an absolute estate, subject to be defeated by the executory gift over. And if this be so, the question is, whether the particular event on which the vested estate was to be devested, can now happen ; and having regard to the intention of the testator, and the words in which the gift over is expressed, I am of opinion, that the gift over was to take effect, only in the event of Mrs. Noble's marrying and dying without issue, in the lifetime of her brother, or of such child or chil- dren as he might happen to leave ; and as he died in her lifetime, and had no child, I think that the contingent executory gift cannot take effect, and that the estate already vested in Mrs. Noble cannot now be devested.^ DOE d. BLOMFIELD v. EYRE. (Exchequer Chamber, 1S48. 5 C. B. 713.) ParkK, B.,* now delivered the judgment of the court* This case comes before us on a writ of error on a judgment of the Court of Common Pleas on a special verdict. The facts of the case are fully stated in the special verdict. It is unnecessary to ad- vert to them in detail ; a very short statement is sufficient to explain the questions w'hich we have to decide. On the marriage settlement of Mary Sida, a copyhold estate of which she was seised in fee, was settled to the use of her husband 2 Bequest to the testator's wife for life ; and after her death the capital to be divided between the testator's brothers and sisters in equal shares ; but in case of the death of any of them in the lifetime of the wife, his or her shares to be divided between all his or her children. Held, that the repre- sentative of a brother who had died in the wife's lifetime without issue wa& entitled. Smither v. ^Yillock, 9 Ves. 233 (1S04). Bequest of interest and dividends of personal property to A. for life, and on her death the same to be equally divided among her children, or such of them as should be living at her death. A.'s children all died before her. Held, that they all took vested interests which had not been divested. Stur- gess V. Pearson, 4 Mad. 411 (1S19). See also Norman v. Kynaston, 3 De G., F. & J. 29 (ISGl) ; Ci'ozier v. Crozier^ L. R. 15 Eq. 2S2 (1873) ; In re Pickworth, [1899] 1 Ch. G42. Bequest of income to two grandchildren until they became of age, when they were to be paid the principal, and if one died before majority the other was to receive the whole; if both died before majority, it was to be paid to their father. Both children died under age, but the gift over did not take effect, because, as the court construed the limitations, the father only took if he survived the death of both children under twenty-one. This he did not do. It was held that the survivorship of the father was a part of the divesting contingency, and hence, when one child died, the other took the whole, and that interest had never been divested. Dusenberry v. Johnson, 59 N. J. Eq. 336, 4.5 Atl. 103. 3 Only the opinion is here given. * Parke, B., Alderson, B., Coleridge, J., Piatt, B., Erie, J., Eolfe, B., and Wightman, J. Ch. 9) FAILURE OF EXECUTOEY DEVISE 285 for life, and, after his death, to the use of Mary Sida, for life, and, from and after her decease, to the use of such child or children of the body of Mary Sida, by her intended husband, and for such es- tates or other interest, and in such parts, shares, or proportions, as Mary Sida, by any deed or writing, sealed in the presence of, and at- tested by, two witnesses, or her last will, duly executed, might direct and appoint ; and, for want of such appointment, to the use of all the children of the marriage, as tenants in common in tail ; and, in default, to Mary Sida in fee. Mary Sida, in the lifetime of her husband, and then having two sons, made a will, duly executed according to the power, and ap- pointed the estate to her eldest son, John Blomfield, and his heirs and assigns forever, upon condition that he should pay to her other son £200, within a year and a day after her husband's death, in case he should be living, and twenty-one years of age, &c. ; but, if neither of her sons should be living at the decease of her husband, she appointed the estate to her father-in-law, his heirs and assigns, upon certain trusts. The testatrix died in 1782. John Blomfield, the devisee, died in 1820, in his father's lifetime, leaving the lessor of the plaintiff, his youngest son and customary heir: and the father died afterwards, in 1820. William Blomfield, the second son, had previously died, in 1767. This action was brovight in 1841. The defendant defended for six seventh parts of the property ; and the question is, whether the lessor of the plaintiff is entitled to recover those six sevenths. The Court of Common Pleas decided that he was not; and we are of opinion that their decision was correct. Two objections were made to the title of the lessor of the plaintiff. The first objection was, that there was no dispensation of coverture in the power given to Mary Sida ; and that her execution of the pow- er during coverture, was therefore void. The second was, that John Blomfield, the son, had no estate which descended to the lessor of the plaintiff. We intimated our opinion, in the course of the argument, that it was clear that there was in this case, an implied dispensation of cover- ture, and that there could be no doubt that the meaning of the settle- ment was, that the power should be executed by Mary Sida whether she were sole or covert. The second was the principal question. It was contended, on be- half of the defendant in error, that the appointment to the son was altogether void, by being so connected with the appointment to the father-in-law that it could not be separated. If this was so, the plaintiff could not be entitled to recover. But the learned counsel for the plaintiff in error, argued, that the appointment was not alto- gether void, but gave a vested defeasible estate in fee to the eldest son ; and that the appointment over alone was void. 286 CONSTRUCTION OF LIMITATIONS (Part 2 Admitting that argument to be correct, — as we think it was, — ^we are of opinion, that, in the event which has happened, this estate was put an end to, and, consequently, that the lessor of the plaintiff is not entitled. The learned counsel contended, that, where there is an estate in fee, liable to be defeated on a condition subsequent, and that condi- tion eitlier originally was, or by matter subsequent became, impossible to be performed, the defeasible estate was made absolute; and he cited Co. Lit. 206 a. Of this there is no doubt; the principle is ap- plicable to this case, if the condition was impossible. But the ques- tion is, what was the condition by which the testatrix meant the es- tate to be defeated? Was it — if the two sons should die in the father's lifetime? or was it — if they so died, and the estate should, by law, vest in the father-in-law? In the former case, the plaintiff would fail ; in the latter, he would succeed. This question is not peculiar to cases of appointments under pow- ers : it might arise upon an ordinary will. If a testator were to devise to A. B. in fee, and to direct, that, in the event of A. B. dying in the lifetime of J. S., the estate should go over to a charity, it surely is perfectly clear, that, if A. B. died in the lifetime of J. S., he, A. B., or, rather, his heirs, would lose the estate. The testator could not give to the charity, without taking away from the devisee. The testator, therefore, in such a case, by his will says : "If A. B. dies in the life- time of J. S., I do not mean that A. B. or his heirs should any longer have the estate." The estate of A. B. is in such case defeated, not by the giving over of the estate to the charity, but by the happening of the event on which the testator intended it should go over." So, in the case before us : the testatrix (for, for this purpose, she may be treated as an ordinary testatrix), says, in substance: "If my son John 5 In the case of a devise by A. to B. in fee, upon a contingent event, with- out more, the land descends to the lieir of A., subject to the contingent ex- ecutory devise, and the fee is in the lieir of A., until that devise takes effect. Any declaration that, until the event contemplated, A.'s heirs shall not have the land, would be nugatory, as the heir necessarily takes in the absence of an immediate effectual disposition thereof. So, in the case of a devise by A. to B. in fee on a contingent event, and subject to the contingent devise, to C. in fee, C. is substituted for the heir of A., and the fee vested in C. remain* undivested until the devise to B. takes effect. In each case the intention is, in the event contemplated, not simply that the primai-j- taker shall not re- tain the land, but that the land shall go preferably to B., and if, from any cause whatever, B. is incapable of taking, the divesting intention fails. (Ace. per Rolfe, B., 5 C. B. 744.) Tlie effect is, in substance, the same where A. devises to B. in fee, with a contingent executory devise over to C. If, by any means, the devise to C. is removed out of the way, or if the devise to C. is of a less estate than the fee, the estate of B. is not defeated, or is only partially defeated. The estate was not intended to be taken from B., for any other purpose than that of giving it to C, and that purpose failing, A.'s original bounty remains in full operation. It appears to be immaterial from what cause the executory devise to C. fails of effect, whether by reason of the con- tingency itself not arising, or of its being too remote, or of the death of C. in the lifetime of A., or of O.'s incapacity to take. The late case of Jackson V. Noble, 2 Keen, 590, appears to be in substance this: A. devises to B. in feei Cll. 9) FAILURE OF EXECUTORY DEVISE 287 and his brother WilHam die in their father's Ufetime, I do not mean him (John) to have the property; but I give it over to strangers." That which defeats the estate of John, is the death of himself and brother in his father's Ufetime, — not the giving over of the estate to strangers. The reason why John's representatives cannot claim the property, is, that his mother expressly declared, that, in the event but in ease B. shall leave no child, then to C. or his children surviving B. G. dies in the lifetime of B. without leaving any child. It was held, that the estate already vested in B. could not be divested, although B. (who was liv- ing) should die without issue, — that B. had "an absolute estate, subject to be defeated by the contingent executory gift over," of which gift the object had failed. It was not attempted to be argued that the contingency on which the estate was limited over, could be incoriiorated, as a qualifying ingredient, in the primary gift to B. The principle seems to be, — that the intention in favor of the primary devisee is qualified for the benefit of another object of lX)unty, and is for that reason only, not absolute, and that whenever, and by what- ever means, that object is removed, the inducement to disturb the primary gift has ceased. The same principle appears to apply equally to a conveyance inter vivos, and to a posthumous conveyance by devise, although, in the latter case, the manifestation of the intention of the disposing party, may be less fettered by technical rules of construction. Before the 1 Vict. c. 26, § 2o, if A. had devised Blackacre to B. in fee, on a contingency, which happened, — so that the intention in favor of B. took effect absolutely — the devise, by the death of B. in A.'s lifetime, lapsed, for the benefit of the heir of A., notwithstanding the existence of an operative residuary devise to C. ; for, every devise of land being at that time really specific, the devise of the residue was nothing more than a devise of the lands of which A. was then seised, other than Blackacre, which A. supposed him- self to have already disposed of in all events. But, now Blackacre would pass under the residuary devise: such a devise embracing all the realty from any cause whatever not effectually disposed of; 'and thereby constituting a universal hferes factus. So, under the old law, A. might have expressly devised Blackacre to B. in every event in which it was not effectually devised to C. and might have thereby constituted B. a special ha?res factus ; and the question is, whether A., by devising to B.. with a contingent executory devise to C, would not have sufficiently declared, that intention. (And see Sweet, Convey., 2d ed. 424-427.) Where there is a devise by A. to B. in fee, defeasible on an event which happens, in favor of C. in fee. and C. dies in the lifetime of A., the only mode, it is conceived, by which the heir of A. could be let in, would be. to treat the devise to B. as revoked by the devise to C. becoming absolute, and to consider the heir of A. as in by the lapse of the devise to C, instead of treating the devise to B. as ceasing to be defeasible on the failure of the devise to C. But A., it is submitted, declares, not that if the contingency happens, B. shall lose the estate, but, simply, that if the contingency happens, C. shall have the estate. — Rep. Sugden on Powers (Sth Ed.) 513, 514: "The case [Doe v. Eyre] has been before the Exchequer Chamber, and the judgment has been atfirmed (5 Com. Bench, 713), upon clear and satisfactory grounds. The judges held that the eldest son took a vested defeasible estate in fee, and that the appointment over alone was void. This estate in the son in the event which had happened was put an end to, for the condition by which the estate was to be defeated was, if the two sons should die in" their father's lifetime, and not if they so died and the estate should by law vest in the father-in-law. It would be so upon an ordinary devise to one In fee, and if he died in the lifetime of A. over to a charity, when if the event hap- pen the devise ceases, although the charity cannot take. "The reporters have added a note to the above-mentioned case, with a view to impeach the decision upon the ground that as the gift over to the father- in-law could not take effect, the gift to the son was not defeated. After show- ing that where there is a devise in fee upon a contingency, the land in the 288 CONSTRUCTION OF LIMITATIONS (Part 2 which happened, he should not have it. How she would have dis- posed of it, if she had known that she could not give it in the mode proposed by her will, can only be matter of conjecture. One thing quite certain, is that she has not expressed any intention, that in the events which have happened, John should take : and, as he could only be entitled by virtue of an expressed intention in his favor, we tiiink that he fails to establish any right. Judgment afifirmed. mean time descends to the testator's heir-at-law, the note proceeds to say that in the case of a devise by A. to B. in foe on a continireut event, and subject to the continscnt devise to C. in fee, C. is substituted for the heir of A., and the fee vested in C. remains undevested until the devise to B. takes effect. In each case the intention Is. in the event contemplated, not simply that the pri- mary taker shall not retain the land, but that the land shall go preferably to B., and if from any cause whatever B. is incapable of taking, the devesting intention fails, and an observation which fell from Mr. Baron Rolfe during the argument is referred to in support of this position. Now in the first place there can be no vested devise over after a contingent devise in fee ; but, to come to the main point, the opinion of Rolfe, Baron, does not supiX)rt the posi- tion for which it is quoted. If it did, yet as he concurred in the judgment, any obiter dictum of his before judgment was pronounced, adverse to the view of the court, could not be relied upon. In the course of the argument, Parke, B.. asked for a reference to any case of a limitation to one and a con- ditional limitation over to a person who could not take, as a corporation, &c., to which It was answered from the bar that no doubt there were some such cases — of that class were the cases of perpetuity ; whereuix»n, Rulfe, B., said, that can hardly apply: the first taker is clearly intended to take, and takes forever unless the estate can go over to another. His observation therefore Is confined to a case where the fee is first given and then there is a gift over void for perpetuity, in which case the fee remains in the first devisee, and the gift over is simply void. But this has no bearing upon the principal ques- tion, for here the testatrix could by law declare her intention, that upon the happening of the contingency, the devise to her son should cease, whereas in the case put at the bar and answered by the learned baron, the testator could not by law defeat the first devise in the event which he provided for: the law forbade the devise over, and therefore the first devi.se remained unaffect- ed by it. The reporters state that in these and similar cases it appears to be immaterial from what cause the executory devise over fails of effect, whether by reason of the contingency itself not arising, or of its being too remote, or of the death of the executory devisee in the lifetime of the testator, or of the incapacity of the executory devisee to take; and in support of this view the case of Jackson v. Noble, 2 Kee. 590, is relied upon. Mr. Jarman (1 Wills, 2 ed. 783) had previously referred to the same case as an authority, that where a devise in fee is followed by an executory limitation in fee in favor of an object or class of objects not in esse, and who in event never came in- to existence, the first devise remains absolute. And so he adds, if the ex- ecutory devise were void on account of its remoteness or from any other cause, the prior devise would be absolute. This we have seen was ruled oth- erwise by the Exchequer Chamber. The case of .Tackson v. Noble was decid- ed not on any general rule, but on tlie ground that looking at all the devises the .estate was not intended to go over in the event which happened. It would be out of place to enter here into an examination of the case of Jack- son V. Noble ; but if it cannot be supported upon tlie intention as collected by the court, it must be considei'ed as opposed to the later decision in the Ex- chequer Chamber, which aflirmed the judgment of the Common Pleas. The point upon the devise over appears to have lieen there decided on solid legal grounds. The point ruled is that an absolute appointment to an object of the power with an e.Kccutory gift over in a given event to a stranger will cease upon the hapiiening of the event although the appointee over is incapable of taking the estate." Ch. 9) FAILURE OF EXECUTORY DEVISE 289 ROBINSON V. WOOD. (Court of Chancery, 1858. 27 Law J. Ch. 72G.) John Dales Allison, by his will, dated the 3d of September, 1840, devised all his freehold, customary and copyhold estates, whatsoever and wheresoever, whereof or wherein he or any person in trust for him was seised or possessed, or to which he was entitled for any es- tate of inheritance, or over which he had or might have any power of appointment or disposition, or in which he had any devisable interest, whether in possession, reversion, remainder or expectancy, to hold the same to them, their heirs and assigns, upon trust, as soon as conven- iently might be after his decease, to sell such part of his real estate as his trustees should think fit or needful, and pay such of his debts as his personalty was insufficient to discharge, and subject thereto to receive the rents of the remaining part of the real estate, and pay and apply the same for the m.aintenance, education and bringing up of his daughter, Ann Dales Allison, otherwise Ann Dales, born to him by his wife, Harriet Allison, until she attained the age of twenty-one years; and when his said daughter should attain the age of twenty- one years, upon further trust to convey, assign, transfer and assure the said residuary freehold and other real estate and property, subject as aforesaid, unto and to the use of his said daughter, her heirs and as- signs forever. And in case his said daughter should happen to depart this life under the .ige of twenty-one years, leaving lawful issue her surviving, then he directed that his said trustees or trustee for the time being should stand possessed of the said residuary real estate, upon trust for the absolute use and benefit of such issue, his, her or their heirs and assigns, as tenants in common ; but (in case his said daughter should happen to depart this life under the age of twenty- one years without leaving lawful issue her surviving, then upon trust to receive the rents, income and profits of his said estates and prop- erty, and equally divide the same between his said wife, if she should be then his widow and unmarried, and Mary Allison, share and share alike, with benefit of survivorship between them during their joint lives, and after the decease of the survivor upon trust to sell the said residuary freehold and other real estate and property, and pay the money to arise from such sale to the treasurer of the Primitive Metho- dist Society. The testator died in September, 1840, leaving Ann Dales Allison, his only child, him surviving. The testator's widow and ]\Iary Allison both died in the lifetime of the daughter, Ann Dales Allison, who died in March, 1856, under twenty-one years of age, without having been married. The plaintiff, who was the heir-at-law of Ann Dales Allison, filed the bill in this cause claiming to be entitled to the estates devised by the testator, alleging that the devise to the testator's daughter was a 4 Kales Pbop. — 19 290 CONSTRUCTION OP LIMITATIONS (Part 2 vested estate in fee simple, and that as the charitable gift to the Primi- tive Methodist Society was void under the Statute of Mortmain, he was entitled as her heir-at-law. The defendants were the trustees of the testator's will, who claimed the real estates as undisposed of. KiNDERSLEY, V. C. This is a case of considerable importance. There are two questions of construction raised and they are questions of common law without any ingredient of equity except that there is a devise to trustees, and therefore the interests are equitable, and what- ever construction a court of law would put upon this instrument, a court of equity would put the same. The question then is, first, wheth- er there is by the prior part of these limitations an absolute vested es- tate in fee simple given to the testator's daughter. It is not necessary for the determination of this case to decide that question ; but my im- pression is, that it is a vested estate in fee simple in the daughter, Ann Dales Allison, liable of course to be divested. It is sufficient however to say, that I will assume in favor of the plaintiff that the testator's daughter took such absolute vested estate in fee simple in the first in- stance, although she did not live to attain the age of twenty-one years. Then the next question is, whether the estate was divested by virtue of the subsequent clauses. Those clauses provide for the divesting of the estate in certain events : first, in the event of her dying under twenty-one, leaving issue; and the other, of her dying under twenty- one without leaving issue, which is the event that has happened. Now, of course, as this was a devise to a charity, it was void under the Stat- ute of Mortmain, 9 Geo. 2, c. 36, §§ 1 and 2. The Statute directs, that no lands shall be given in trust, or for the benefit of any char- itable uses whatever, except in a particular manner. And then fol- lows the third clause directing that all gifts of any lands, tenements or hereditaments to or in trust for any charitable uses whatever, which shall be made otherwise than in that particular manner, shall be ab- solutely and to all intents and purposes null and void. It has been argued, that the entire gift over being void, there is nothing to divest the estate from the original taker, and I confess that I have much dif- ficulty in getting over that reasoning ; but I find that the precise ques- tion has been brought before the Court of Common Pleas and the Court of Exchequer, and it has been held that, where there is a gift over purporting to divest a prior estate in fee simple, if the devise over fails for any reason, the intention of the testator must be taken to have been that the devise should nevertheless operate to carry the estate over. Now, whatever opinions I may entertain upon the point, it is not for me, in the exercise of my functions, to overturn that decision. It appears to me, that not only is every particular the same in the case of Doe V. Eyre, 5 Com. B. Rep. 713, but the arguments there used are entirely adverse to the claim of the plaintiff, and I must presume that the observations used are to be taken as the expression of opinion of the whole Court of Exchequer Chamber. If that were the case, it Ch. 0) FAILURE OF EXECUTORY DEVISE 291 must follow as a matter of course, that if the case now before the court were decided by the same judges, their decision would be ad- verse to the case of the plaintiff. How, therefore, can I take upon myself to say that the decision was wrong? If there had been a series of decisions the other way, one would have to be weighed against the other; but what are the cases cited, and suggested as being adverse? First, there is the case of a gift by will of property, or a share of property, to a child, importing an absolute gift, and directing subse- quently that the share should be settled ; that does not bear upon the present case, because that was not a case which turned on divesting upon a contingency. There was no contingency at all ; the testator stated that he meant to give an absolute interest, which however he wished to be modified, in order that the children might have it; but if there were no children, the original gift was to prevail. Those are not cases raising the same question. The only other case is that of Jackson v. Noble, which it is extremely difficult to reconcile with Doe V. Eyre, by reason of the language there used ; but when it is looked into, it will be found that the ground of the decision was, that the contingency there contemplated, on which the gift over was to take effect, had never happened. Of course, if that was the ground upon which the decision was founded, it does not touch the present ques- tion ; and whether that decision was right or wrong is of no moment, because, at all events, it is not a decision adverse, and therefore upon the state of the pronounced opinions, it is impossible to say that the gift over is entirely inoperative ; and whatever my opinion might have been but for the case of Doe v. Eyre, and I confess it is extremely doubtful whether I should have been of the opinion there expressed, I feel myself under the necessity of coming to the same conclusion. If I had not been precluded by law, I should probably have submitted this question to the very court who decided Doe v. Eyre, for their opinion ; and if I had done so, I cannot doubt but that they would have decided in conformity with their previous decision. I must there- fore dismiss this bill; but having regard to the nature of the case, I shall dismiss it without costs.® O'MAHONEY v. BURDETT. (House of Lords, 1874. L. R. 7 Eng. & Ir. App. Cas. 3S8.) See ante, page 235, for a report of the case.'^ 6 See Hurst v. Hurst, 21 Ch. Div. 278, 284-286, 290, 293, 294 (1882). 7 Gray, Rule against Perpetuities (2d and 3d Eds.) §§ 783-788 ; Drummond's Ex'r V. Drummond, 26 N. J. Eq. (11 C. E. Green) 234 (1875), On the Effect of the Failure of Subseqlejvt Interests for Remoteness. — See Gray, Rule against Perpetuities, §§ 247, 248 ; Barrett v. Barrett, 255 III. 332, 99 N. E. 625 (1912). 292 CONSTRUCTION OF LIMITATIONS (Part 2 SECTION 2.— FAILURE OF PRECEDING INTEREST JONES V. WESTCOMB. (Court of Chancery, 1711. 1 Eq. Cas. Abr. 245, pi. 10.) A., possessed of a long term for years, by will devised it to his wife for life, and after her death to the child she was then enseint with; and if such child died before it came to twenty-one, then he devised one third part of the same term to his wife, her executors and admin- istrators, and the other two thirds to other persons, and made his wife executrix of his will, and died ; and the bill was brought against her by the next of kin to the testator, to have an account and dis- tribution of the surplus of his personal estate not devised by the will ; and two questions were made: 1st, whether the devise to the wife of one third part of the term was good, because it happened she was not then enseint at all ; and so the contingency, upon which the devise to her was to take place, never happened; the other question was, whether this term, being part of the personal estate, and expressly devised to her for life, with such other contingent interest on the death of the supposed enseint child before twenty-one, should shut her out from the surplus of the personal estate, which belonged to her as executrix, and so the surplus go in a course of administration^ to be distributed amongst the plaintiffs, as next of kin. As to the first point. Lord Keeper [Lord Harcourt] delivered his opinion, that though the wife was not enseint at the time of the will, yet the devise to her of such third part of the term was good ; and as to the other point dismissed the plaintift's bill, and so let in the executrix to the surplus of the personal estate, notwithstanding the devise to her of part, as aforesaid.^ 8 See Murray v. Jones, 2 V. & B. 313 (1S13) ; Mackinnon v. Sewell, 2 M. & K. 202 (1S33) ; Gulliver v. Wickett, 1 Wils. 105 ; Meadows v. Parry, 1 V. & B. 12-1. "Frogmorton v. Ilolyday [3 Burr. IGIS] was a case similar in character to that of Jones v. Westcomb, and what Lord Mansfield says is this: 'A question applicable to this part of the argument was pleaded in the days of ancient Home by Screvola and Crassus, in the famous cause between Curius and Coponius, and was much agitated in modern times in the courts of West- minster Hall, in the case of Jones v. Westcomb. A man, taking for granted that his wife was with child, devised his estate to the child his wife was enceinte of, and if such child died under age then he devised it over. The w^oman was not with child. The question was, 'whether the devisee over should take;' Lord Mansfield (with a little sarcasm perhaps) says, 'the Roman tribunals at once and the English at last, finally determined that the intent, though not expressed, must be construed to give the estate to the substitute, unless a posthumous child lived to be of age to dispose of it; consequently, no posthumous child having ever existed, the substitute was entitled.' " Ch. 9) FAILURE OF PRECEDING INTEREST 293 WILLING V. BAINE. (Court of Chancery, 1731. 3 P. Wms. 113.) A. by his will devised £200 apiece to his children, payable at their respective ages of twenty-one; and if any of them died before their age of twenty-one, then the legacy given to the person so dying, to go to the surviving children. He devised the residue of his personal estate to A., B. and C. (being three of his children), and having made them executors, died. One of the children died in the testator's lifetime, and after the testator's death one of the executors and residuary legatees died. Upon this two questions arose, first, whether the legacy of the child that died in the life of the testator should go to the surviving chil- dren, or should be a lapsed legacy, and sink into the surplus? 2dly, whether when one of the executors and residuary legatees died, his share of the- residuum belonged to his executor, or to the surviving residuary legatees ? ® As to the first, it was objected to be the constant rule, that if the legatee dies in the life of the testator, this legacy lapses, which took in the present case ; for here the child, the legatee, died in the Hfe- time of the testator; that it was true, there was a devise oyer of the legacy, in case any of the children should die before their age of twenty-one ; but such clause could not take place in the present case, because there can be no legacy, unless the legatee sur\ives the testa- tor, the will not speaking till then ; wherefore this must only be in- tended, where the legatee survives the testator, so that the legacy vests in him, and then he dies before his age of twenty-one. On the other side it was said and resolved by the court [Lord King, C] that the rule is true, that where the legatee dies in the life of the testator, his legacy lapses (i. e.), it lapses as to the legatee so dying; but that in this case the legacy was well given over to the surviving children ; for which 2 Vern. 207, Miller v. Warren, was cited, where there was a devise of a legacy of i 1,500 to A. payable at his age of twenty-one, and if A. died before, then to B. On A.'s dying'in the lifetime of the testator, though this was never a legacy with respect to A., but lapsed as to him, by his dying in the Hfe of the testator, still it was held to be well devised over. So in the case in 2 \^ern. 611, of Ledsome v. Hickman. In like manner, if land were devised to A. and if A. should die before twenty-one, then to B. on A.'s dying in the life of the testator, and before twenty-one, this would be a good devise over of the land to B. 9 That part of the case which concerns this second point is omitted. 294 CONSTRUCTION OF LIMITATIONS (Part 2 TARBUCK V. TARBUCK. (Court of Chancery, 1835. 4 L. J. [N. S.] Ch. 129.) lo The testator by his will devised certain hereditaments unto his son James for the term of his natural life, without impeachment of waste, and, immediately after his decease, then unto and equally amongst all the children of his said son James, share and share alike, and to their respective heirs and assigns forever as tenants in common ; and if but one only child, then the said testator gave and devised the same to such only child, his or her heirs or assigns forever, chargeable as therein mentioned. And the said testator also gave and devised all his other messuages and dwelling-houses, buildings, lands, and hereditaments, whatsoever and wheresoever, unto his son Jonathan, for and during the term of his natural life, without impeachment of waste ; and from and after his decease, then unto and equally amongst all the children of his said son Jonathan, lawfully to be begotten, share and share alike, or to their respective heirs and assigns forever, and for and dur- ing all his, the said testator's term and interest therein respectively, as tenants in common ; and if but one only child, then the said tes- tator gave and devised the same to such only child, his or her heirs or assigns forever, and for and during all his term and interest therein respectively, chargeable as therein mentioned ; and in case his said son James should happen to die without leaving lawful issue, then he gave and devised the said hereditaments, so devised to him for his life as aforesaid, unto his, the said testator's, son Jonathan, his heirs and as- signs forever; and in case his said son Jonathan should happen to die without leaving lawful issue, then the said testator gave and de- vised the said hereditaments so devised to him for his life as aforesaid, unto his, the said testator's, son James, his heirs and assigns forever, or for and during all his, the said testator's, term and interests therein respectively; but if both his, the said testator's, said sons, James and Jonathan, should happen to die without leaving lawful issue, then the said testator gave and devised the' whole of the said messuages, her- editaments, &c., equally, unto and amongst all his, the said testator's, nephews and nieces, share and share alike, and to their respective heirs and assigns forever, or for and during all his, the said testator's, es- tate, term, and interest therein respectively, as tenants in common. At the date of the will, neither of the testator's sons had any chil- dren, and tliey both died in the lifetime of the testator. James, one of the testator's sons, left one child, a son, who survived his father James and his uncle Jonathan, but who subsequently died in the life- time of the testator, and Jonathan died without children. The tes- tator died, seised of freehold estates, and possessed of leasehold for lives and years, all of which were included in the above devise; and 10 Part only of the case is here given. Ch. 9) FAILURE OF PRECEDING INTEREST 295 the question was, whether, under the circumstances, the devise over to the nephews and nieces took effect. Thi5 Master of the Rolls [Sir C. C. Pepys]. It appears that the testator's son James died in 1814, leaving a son, James ; the tes- tator's son Jonathan died in 1824 without issue. James, the son of the testator's son James, died in 1824, and the testator himself died in 1831 ; so that the devises in favor of the testator's sons, James and Jonathan, and their children, lapsed and failed. On the part of the nephews and nieces it was contended, that, in the events which have happened, they are entitled under the devise to them. On the part of the heir-at-law of the testator, it was contended, that as the events have not happened upon which alone the nephews and nieces were to be entitled, the devise to them cannot take effect, and that therefore there is an intestacy. The first question to be considered is. What estates would James and Jonathan have taken, had they survived the testator? [The discussion of this first question is omitted.] I am therefore of opinion, that if James and Jonathan had survived the testator, they would have taken estates for life, with remainder to their children in fee, but with ex- ecutory devises over, in the event of their leaving no children at the times of the death of the respective tenants for life; and if this be the true construction of the devise, it is clear the gift to the nephews and nieces could never have taken effect, for that gift is only to take effect in the event of James and Jonathan dying without lawful issue, that is, children to the above construction, and James, at the time of his death, had a son, namely, James, who survived both his father and his uncle Jonathan. The only remaining question is, whether the circumstance of James, and his son, and Jonathan, having died in the testator's lifetime, makes any difference. The distinction is very nice between those cases, in which executory limitations have been held not to be defeated by the failure of a prior estate, as in Avelyn v. Ward, 1 Ves. Sen. 420; Jones v. Westcomb, Prec. Chanc. 316; Murray v. Jones, 2 Ves. & Bea. 313; and the opposite class of cases, in which it has been held, that subse- quent limitations do not arise, although the preceding estates fail, be- cause the event in which the estate was to go over had not arisen. The principle, however, is well established, although there has sometimes been some confusion in the application of it. It is, as I conceive, clear, that if James and Jonathan had survived the testator, the devise to the nephews and nieces could not have taken eff'ect under the circum- stances which happened; and it is, I think, established by authority, that the situation of the parties is not altered by their having died be- fore the testator. Williams v. Chitty, 3 Ves. 545 ; Calthorpe v. Gough, 3 Bro. C. C. 394, n. ; Doo v. Brabant, 3 Bro. C. C. 392 ; s. c. 4 T. R. 706; and Humberstone v. Stanton, 1 Ves. & Bea. 385, are decided cases on this point. I am therefore of opinion that the event, on which 296 CONSTRUCTION OP LIMITATIONS (Part 2 the nephews and nieces were to take, did not happen; and that con- sequently there is an intestacy. The same declaration with regard to the leaseholds follows of course.^^ HUGHES V. ELLIS. (Court of Cliancery, 1855. 20 Beav. 193.) The testator, by his will, dated in 1823, expressed himself as fol- lows: "I direct that all my just debts, funeral expenses, the expenses of proving this my will, and all other expenses attendant thereon be first paid by my executrix, hereinafter named, out of my personal es- tate, and from and after the payment of the same, I give and be- queath the remainder of all my personal estate and effects, of what nature or kind the same may be, in manner following: videlicet — I give and bequeath to my mother, Anne Davies, the sum of one shilling. Also, I give and bequeath to my brother Hugh, and my sisters, Mar- garet, Anne, Elizabeth, Sarah, and Mary each the sum of one shilling ; I give and bequeath to my dear wife Mary the rest, residue, and re- mainder of all my estate, whether leasehold, real or personal, of what nature, kind, or quality soever the same may be, and to her executors, administrators and assigns. But if my said wife should die intestate, then my will is, that the said remainder of my estate shall be be- queathed to my nephew David Hughes (son of my brother William), and to ^Margaret Evans (niece of my wife's first husband), share and share alike, their heirs and executors." He appointed his wife sole executrix. Mary Hughes, the wife of the said testator, died intestate, on the 16th of September, 1854, in the lifetime of the said testator, and who died on the 23d of October, 1854. The plaintiff Margaret Hughes (formerly Margaret Evans) by this bill claimed a moiety of- the testator's residuary estate, under the be- quest over to her and David Hughes. To this bill the defendants Mrs. Ellis and Mrs. Parry demurred. The; Master oe the Rolls [Sir John Romilly]. My opinion of this will is, that the testator intended to give his wife an absolute in- terest in this propert}^, with the power of absolutely disposing of it either in her lifetime or by will. If she did not dispose of it in her life or by will, he then intended these gifts over to take effect. No doubt the result is, that the gifts over could not take effect, for the wife took an absolute interest, and if she died without a will, the residue would go to her next of kin. She died, however, in the life of the tes- tator, and I am of opinion that a lapse took place; the testator might have said "intestate in my life," but the simple word "intestate" ex- cludes the construction that the gift over was intended by the testator 11 Accord: Brookmau v. Smith, L. R. 6 Ex. 2'Jl ; L. R. 7 Ex. 271 (1&72). Ch. 9) FAILURE OF PRECEDING INTEREST 297 to provide against a lapse, because if she had died in his lifetime, be- ing a feme covert, she had no power to do any testamentary act, by making a will, and she therefore must necessarily have died intestate. I am of opinion that he intended to give her an absolute interest in the property, and if she did not dispose of it by will, the gift over was to take effect, and both upon principle and on the authorities which have been cited, such a gift over could not take effect. The difficulty has been created by the testator; his estate ought, if possible, to bear the costs. ^^ 12 In Greated v. Groated, 26 Beav. 621 (1859), there was a devise to the tes- tator's children (nauiiug them) in fee. hut if any of them died before having heirs of their body or (whicli the court construed "and") making a particular disposition of his share, then to the survivors. Two children died in the lifetime of the testator, but the gift over to tlie survivors did not take effect. See. also. In re .Jenkins' Ti-usts, 2.3 L. R. (Ir.) 162 : Stretton v. Fitzgerald, 23 L. R. (Ir.) 310. But cf. Eaton v. Straw, IS N. H. 320, 333. In In re Stringer's Estate, 6 Ch. D. 1, 14, 15 (1S7T) James, L. .J., said: "It is settled by authority that if you give a man some property, real or person- al, to l)e his absolutely, then you cannot by your will dispose of that proper- ty which becomes his. You cannot say that, if he does not spend it, if he does not give it away, if he does not Avill it. that which he happened to have in his pos.session, or in his drawer, or in his pocket at the time of liis death, shall not go to liis heir-at-law if it is realty, or to his next of kin if it is per- sonalty, or to his creditors who may have a paramount claim to it. You can- not do that if you once vest property absolutely in the first donee. That is because that wliich is once vested in a man, and vested de facto in him. can- not be taken from him out of the due course of devolution at his death by any expression of wish on the part of the original testator. But that, I should have thought, did not apply to a case where the original gift never did take effect at all, because tlien there is no repugnance. There may be repugnance between the gift over and the gift intended to be made, but I am not quite sure that that ought to have applied to a case, supposing the point arose, where there was simply the death of the person creating a lapse. True, there are two authorities cited of the late Master of the Rolls, Hughes v. Ellis, 20 Beav. 192, and Created v. Created, 26 Beav. 621, one of which seems to me very similar to this case. I think, if it were necessary for us to deal with these cases, I should be slow to express my assent to them." \Yhere personal proi)erty is bequeathed to A. and the heirs of his body (which, as is well settled, is an absolute gift to A.) and in case of failure of issue of A., then to B., if A. survive the testator, the gift over to B. is void for remoteness, because on an indefinite failure of issue. But if A. die in the life of the testator without issue, then the gift over is not void for remoteness, and will take effect. In re Lo^^■man, L. R. [1S95] 2 Ch. 34S (overruling dicta to the contrary in Harris v. Davis, 1 Coll. 418, and Hughes v. Ellis, supra, and Greated v. Created, supra). Theobald on Wills (7th Ed.) 648: "It would seem that a gift of consumable articles to A. for life, remainder to B., would not lapse by A.'s death in the testator's lifetime, notwithstanding Andrew v. Andrew, 1 Coll. 686, 690." On the Effect of the Failure of a Preceding Interest for Remoteness UPON THE Subsequent Limitations. — See Beard v. Westcott, 5 Taunt. 393, 5 B. & Aid. 801, T. & R. 25 (1813) ; Monypenny v. Bering, 2 De G., M. & G. 145 (1S52) ; Gray, Rule against Perpetuities, §§ 251-257. 298 CONSTRUCTION OF LIMITATIONS (Part 2 SECTION 3.— ACCELERATION EAVESTAFF v. AUSTIN. (Court of Chancery, 1854. 19 Beav. 591.) The testatrix devised and bequeathed all her real and personal es- tate to trustees, in trust to invest i4,50O, and pay the interest thereof to her brother, William Johnson, during his life, and in case of his wife, Harriet Johnson surviving him, she directed her trustees, im- mediately thereupon, to set apart a sufficient sum out of the £4,500 to pay Harriet Johnson, during her life, out of the dividends, &c., an annuity of ilOO; and that the remainder of the sum of £4,500 should, immediately upon her brother's decease, be equally divided between her nieces, Elizabeth Austin and Mary Austin. She then proceeded thus: "And I also direct, that in case my said brother shall survive his said wife [which happened], in that event, the same proportion of the £4,500 as I have directed to be divided between my said nieces, Eliza- beth Austin and Mary Austin, shall, in that event, immediately after the decease of my brother, in the same way, be equally divided between them. And I further direct, that such proportions of the £4,500 as shall be set apart, in case my said brother shall die before his said wife, for securing to his wife for her life the sum of £100 per annum, or in case of his surviving his wife, so much of the £4,500 as would be equal to the production of £100 per annum, from the dividends, &c., thereof, shall, by my said trustees, immediately upon my said brother's decease, be set apart, and that my said trustees shall pay the said sum of £100 per annum to my granddaughter, Adelaide Dalton, for life; and I direct that after her death, the same shall be equally divided be- tween the children of my nephew, John Austin." By a codicil the testatrix revoked the £100 annuity given by her will to her granddaughter, Adelaide Dalton, "she being otherwise provided for." The testatrix died in 1847; William Johnson survived his wife Har- riet, and died in 1852 and Adelaide Dalton was still living. The first question was, whether the bequest to the children of John Austin, of so much of the £4,500 as would produce £100 a year, was accelerated by the revocation of the bequest of the annuity of £100 to Adelaide Dalton for life, or whether its enjoyment by such chil- dren w; postponed till the decease of Adelaide Dalton. On the question of acceleration, the case of Lainson v. Eainson was cited. The Master of the Rolls reserved judgment. Ch. 9) ACCELERATION 299 Tut Master of tiik Rolls [Sir John Romilly]. Though I think t})at the same rules which relate to real estate do not apply to per- sonalty, and that therefore this case is distinguishable from Lainson V. Lainson/^ still I think that the decision here, on the construction of this will, must be the same, and that it must be held that the interest of the children of John is accelerated. Without that, I do not see how I can avoid holding that it fell into the residue, which is given in an- other way. The interest of the children takes effect at once, without waiting for the death of Adelaide Dalton.^^ [The balance of the case, relating to another point, is omitted.] 13 18 Beav. 1. A devise of land to A. for life and from and immediately after his death to B. in tail. A codicil revoked the devise to A. Held, that B.'s estate was accelerated. — Ed. 14 See also Jnll v. Jacobs. 3 Ch. D. 70.3 (1876) ; Slocum v. Hagaman, 176 111. 533, 52 N. E. 332 : Cook's Estate, 10 Pa. Co. Ct. Rep. 465. In Craven v. Brady, L. R. 4 Eq. 200, L. R. 4 Ch. App. 206, where there was both an appointment and a devise to A. for life, subject to a condition sub- sequent of forfeiture on alienation, with a remainder to B., B.'s remainder was accelerated upon the forfeiture of the life estate. But where an appointment was made to a wife for life, "upon condition that she should thereout maintain and educate his children, in such manner as his executors should thinlv proper," with remainder to the eldest son, and the appointment to the wife was void because in excess of the power, but the gift in default of appointment was to the children equally, the remainder was not accelerated, but the rents and profits went to the children equally during the life of the wife. Crozier v. Crozier, 3 D., R. & W. 373. Suppose, after a devise of real estate to the wife for life, the testator di- rects that at the wife's death the executor shall sell and divide the proceeds between A. and B. If the wife renounces, may the executor sell at once and divide? See Dale, Adm'r, v. Bartley, 58 Ind. 101. Now, suppose the executors are directed to sell at the wife's death and divide the proceeds Into two shares, one to go to A. or his issue, the other to r>. or his issue, with a gift over, if either dies without leaving issue before the legacy becomes payable, to C. Suppose the widow renounces. Are A. and B. entitled to have the property sold and divided at once? See Coover's Appeal, 74 Pa. 143. If so, do A. and B. take indefeasible shares? Suppose real estate be devised to the widow for life, or until her remar- riage, with a gift "after her death to be equally divided between lawfully be- gotten children of my brothers, John, David, Jacob and James." or such of them as may be living at the time of her death. After the widow's remar- riage, were the remaindermen who then survived entitled? See Augustus v. Sea bolt, 3 INIetc. 155 (Ky. 1860). Suppose a devise to trustees upon trust to make certain payments of in- come to the wife during her life ; the remainder of the net income to be divided lietween two daughters for life, with a gift over to their children, and a further gift over upon the death of the children without leaving issue [which happened], "then, immediately after the decease of my wife, if she survive my said daughters, but if not, then immediately after the decease of the last surviidng one of my daughters, my said trustees shall divide my es- tate into two equal shares, * * * and shall at once proceed to distribute one of such shares among the lawful surviving descendants of my own broth- ers and sisters, such descendants taking per stirpes and not per capita." The widow renounced. Both daughters died without issue. Then brothers and sisters of the testator died, and their descendants during the life of the widow seek a distribution. Are they entitled? See Blatchford v. Newberry, 99 111. 11. Gray, Rule against Perpetuities (3d Ed.) § 251: "In former editions it was said: 'Thus if an estate is given (1) to A. for life, (2) to A.'s unborn child for life, (3) to the child of such unborn child for life, (4) to B. in fee, B.'s estate 300 CONSTRUCTION OF LIMITATIONS (Part 2 is good, althougli the remainder to the child of A.'s unborn child is too re- mote. So although the later interest is not vested at its creation, yet if it must become vested within the limits fixed by the Rule against Perpetuities, it will be good.' But this is incorrect. A vested estate is an estate which is subject to no condition precedent except the termination of the precedent es- tates. [!Soe §§ S, 101, ante.] In the case put the estate to B. is subject to the condition precedents of (1) the death of A., (2) the death of A.'s unborn child, (3) the death of the child of A.'s unborn child. A. and A.'s unborn child have estates for life, but the gift to the child of A.'s unborn child being remote, said child has no estate; and therefore as B.'s estate is subject not only to the termination of the life estates of A. and of A.'s unborn child, but also to the contingency of the death of an unborn person who has no estate, the estate given to B. is too remote, and so it was held in In re Mortimer [1905, 2 Ch. (0. A.) 502. A note by the author, 23 Law Quart. Rev. 127, is wrong. See 1 Jarm. Wills (6th Ed.) 352-354]." PART III POWERS CHAPTER I OPERATION. CLASSIFICATION, RELEASE AND DIS- CHARGE SIR EDWARD CLERK'S CASE. (Court of Queen's Bencli, 1599. 6 Coke, 17b.) See ante, p. 36, for a report of the case.^ RELEASE AND DISCHARGE OE POWERS, by John Chipman Gray, 24 H. L. R. 511 : The first distmction in powers rests on the na- ture of the instrument by which the power is exercisable. It may be exercisable by either deed or will, or by will alone. A power may be made exercisable by deed and not by will, but the law as to releases is the same in the case of powers of this description as it is in that of powers exercisable by either deed or will. For the essential difference is whether the power can be exercised at once, or only on the death of the donee. 1 In Roach v. Wadham, 6 East, 289 (1805), the donor of the power con- veyed in fee to the donee reserving rent and the donee agreeing to pay rent. The donee then appointed the fee and tlie appointee covenanted to pay the rent to tlie donor. Held, the donor could not sue the appointee for the rent. Sugden on Towers (Sth Ed.) 314: "Moreton v. Lees, C. P. Lancaster, March Ass. 1819. Case reserved and argued before Lord Chief Baron Richards and Mr. Baron ^Yood, at Serjeants' Inn. The conveyance was by feoffment to the purchaser and his heirs, habendum to him, his heirs and assigns, to such uses as he should appoint by deed or will, and in default of and until ap- poiutniont, to the use of the purchaser, his heirs and assigns. He exercised the power by an appointment in fee, and his wife brought an action to re- cover her dower. The objection was taken that the husband was in at the common law, and the power was void ; but the contrary was decided, and the wife was held to be barred of dower. This decision, therefore, sets the point at rest. It has recently been followed by a case iu Ireland. Gorman v. Byrne, 8 Ir. C. L. 391." In Commonwealth v. Dufl3eld, 12 Pa. 277 (1849), the donor, residing in Maryland, created by will a general testamentary power to appoint personal- ty iu Maryland. The donee resided in Pennsylvania and appointed by wall probated in that state. Held, the appointee was not liable for any col- lateral inheritance tax under the laws of Pennsylvania. 4 Kales Prop. (301) 302 POWERS (Part 3 Again, powers are either g ptipfnl r>r ^pprigl Under a general power an appointment can be made to any one, including the appointing donee. Under a special power an appointment can be made only to certain per- sons or objects, or to certain classes of persons or objects other than the donee. Special powers are sometimes called limited powers. Finally, tlie relation between the donee and the property over which he has the power of appointment may be one of four kinds : First. The donee may have an interest in the property from which the ex er- c ise of the power will derogate , as wherTthe d onee of the power own s tli eproperty in fe e. This is called a power appendant ^ Second. The donee may have an interest in the property, b ut the exe rcise__ofthe power wi ll not derogate from such interest , as when A. has a life es^ tate ^yith power to appoint by wi ll. This is called a power in gross or collateral. Third. The donee has no interest in the property, but has himself create d the pojv ver, as when a man conveying land in fee re- sefves to himself a power of appointment. This is also called a power in gross or collateral, to distinguish it from the power of the second kind, it will be called here a reserved power in gross. Fourth. The donee has no interest in the property and did not create t he power. The power in tliis case is said to be si mply collatera l. This somewhat clumsy nomenclature is derived from an opinion of Hale, C. B., in Edwards v. Sleater [Harde. 410, 415, 416]. DOE ex dem. WIGAN v. JONES. (Court of King's Bench, 1830. 10 Barn. & C. 459.) Lord Te:nterde;n, C. J.^ This was a special case, argued during the last term. It appeared by the case that in Michaelmas term 1822 a jiujpnTierrt_was _entered UP against T. Ba ker at the suit of the defendant, who, o n the 13tli of December. 182 7. sued out an elegit , under which the lan ds in question were delivered to him by the sheriff . In the mean time, bet ween the entering up of the judgment and the execution of th e ele git, viz. m JNIovemb er, 1826, the then defendant. Baker, had arquiri^ d the se lands by a conveyance to such uses as he might appoint, and in the "mean time to the use of himself tor lite , and so forth. In Marc h, 1827, B aker mortgaged the estat e for £4000 to the lesso r_of t he plain- til T^ and appointed the use to him for 500 year s ; and the question for tITe court was, Whether this conveyance, under the power of appoint- ment, defeated the judgment-creditor? It has been established ever since the time of Lord Coke, that where a pow er is executed the j^^iaon tak ing under it takes under him who created the power, and not unde r hiin who executes it. The only exceptio ns are, whe re th e person exe- cuting the power has granted a lease or any other interest whichTEe^may 2 See Maundrell, 10 Ves. 246, 254. « The opinion only is given. Ch. 1) OFERATION, CLASSIFICATION, RELEASE AND DISCHARGE 303 d o by virtue of his estate, for then hejsj not allowed to defeat his own act .but su ttenng a fud^ment is not within the exception as an ac t done by t he party, for it is considered as a proceeding in inviturn ^_and theretore falls within the rule. We are, therefore, of opinion that the nonsuit must be set aside, and a verdict entered for the plaintiff. Postea to the plaintiff.* JONES V. WIN WOOD. (Court of Exchequer, 1S38. 3 Mees. & W, 653.) AldERSON, B.^ In this case we propose to give the reasons which have induced us to send our certificate to the Lord Chancellor in favor of the plaintiffs. By the original conveyance, dated the 27th and 28th of December, 1819, certain l ands were sett led to such uses as Willi am T. Davies, and Franc es his wife, should at any time or times, and from time to time, du ring their joint l ives, by deed or other instrument in writing duly ex- ec uted, direc t an d appoin t, and in_ detault ot and until such appointme nt, to the use ot William T. Davies for l ite, with remainder to trustees to preserve contingent remainders, then to the use of his w ife for life, then in like manner to the us e of his sons in succession in tail gpnpml^ aiyl th en to the use of the daughters in tail general, w ith cross remainders, and with remainder in fee to William T. D ayies_himself. In 18 24 Wi Uiam _T. Da vies took the be nefit of the In solvent Act , and convey e3~ to the prm-isional assign ee, on the 5th ot* August, 1824, ah, his interest m the premises, which was subsequently transferred by the provisional assignee~to' Isaac Jones, the assignee of the estate in tlie usual way. Under these circumstances William T. Davies and his wife in execu- tion of their joint power of appointment conveyed on the 16th and 17th Ql.§ eptember, 1828, b y lease and release, the premis^iT o Fa trick Br6\vh a nd Jen kyn Beynon in tee , upon trust for the creditors of W. T. Davie s. And the point to be considered is, whether by this appointment any estate passed, and what estate, to the trustees. The first ques tion is, whether tlie powe r was revoked by the convey^ an c^to the provi = '''^"n1 n'l^'nf'-'^^ : anrl we are ot opinion that it was not . Indeed, on this part of the case there seems to be little difficulty. No authority was cited for the proposition contended for by the defendant's counsel, that where by previous conveyance a party has prevented himself from executing a power as fully as he could have originally executed it, the power is at an end ; nor can any such propo- sition be maintained. Even upon the authority of the decision of * A power is not extinguished by a judgment against the donee. Leggett V. Doremus, 25 N. J. Eq. 122. 6 The opinion only is given. 304 POWERS (Part 3 Badham v. Mee [7 Bing. 695; 1 Myl. & K. 32], as explained by Sir John Leach, this question may be answered in the negative. For he considered the power as not well executed in that case, because the particular limitations made by the appointment under it could not have been valid, if introduced into the original deed creating the power. But if the previous conveyance had altogether put an end to the power, such reasons would have been wholly unnecessary. Now it is obvious, as was indeed pointed out by the court in the course of the argument, that limitations might have been made subse- quently to the conveyance in 1824, which would apply to the life estate of the wife, and the estates tail of the children, and which might legally have been introduced into the original deed, and- consequently, upon the principles stated in Badham v. Mee, such an execution of the power would have been valid ; and if any valid execution of the power could have been made, the first of the Lord Chancellor's questions must be answered in the negative. But in truth, the whole case turns upon the answer to be given to the s econd quest ion. For if the execution of this power by the deed of September," 1&28, be invalid, then no estate passed by it, and the origi- nal limitations contained in the deed of 1819 remain still in force. We think, after full consideration, that this power was well executed, so as to convey the estate for life of the wife, and the estates tail of die ch ildren, to Llie lruijte(i:j under the deed of 18 28. ~~~ "We cannot adopt the principle laid down by Sir John Leach, in affirming the certificate sent by the Court of Common Pleas in Badham V. Mee. It is not clear that such was the ground on which that court made their certificate, the reasons for which were not given by them. We do not think that it is right to translate into words the effect of the appointment under the power, taken in conjunction with the other circumstances, and then to consider whether such limitations could, according to the peculiar rules aft'ecting the transmission of landed property, have been legally inserted in the original deed. The utmost extent tO' which the principle could be carried (and looking at the prin- ciples which govern the execution of these powers, which were origi- nally mere modifications of equitable uses, taking effect as directions to trustees, which bound their conscience, and which a court of equity would compel them to perform, it may be questionable whether even this ought to be done), would be to insert the limitations actually con- tained in the appointment itself in the original deed, and then to ex- amine whether such limitations would be repugnant to any known rule of law. Now, if we do that in this case, no difficulty would be pro- duced. Here, if the limitation of the estate made by the appointment under this power had been inserted in the original deed, there would have been no incongruity upon the face of that instrument. A fee would have been given to Brown and Beynon, the trustees, and no more» But then, in considering what operation such a deed, good in point of form, will have, the court looks at the other circumstances ; and finding Ch. 1) OPERATION, CLASSIFICATION, RELEASE AND DISCHARGE 305 that th e insolvent had previously, by an innocent conveyance (for such the assignment under the Insolvent Act mu st, we think, be considered to beT- conveyed away his lite estate and his remainder in fee^ it adjudges that he cannot, by executing the power, dero.c^ate from his own previous conveyance, and c oncludes therefore that the deed does not operate on the estates previously assigned. I'he result thereTore is, that by executing the power, the insolvent conveys to the trustees all that had not been previously assigned under the Insolvent Act to his assignees. In conformity with this opinion we shall send our certificate to the Lord Chancellor." In re RADCLIFFE. (Court of Appeal, 1S91. L. R. [1892] 1 Ch. 227.) ^ LiNDLEY, L. J. This is an appeal from a decision of Mr. Justice North. In order to understand the application, it will be necessary that I should state the circumstances under which it is made. It ap- pears that in 1852 a marriage settlement was made which gave the intended husband a life interest in certain property both real and per- sonal. It also gave a life interest to his wife in the same property. She is dead. There was a power to appoint amongst the children of the marriage, and subject to the life interests and to the power of appoint- ment the property was vested in trustees in trust for the children of the marriage, vesting in them on attaining twenty-one. One of them died intestate without attaining a vested interest ; two others lived to obtain vested interests. One died intestate having a vested interest, and his father, the Appellant, is his legal personal representative. The wife being dead, the father is equitable tenant for life of the whole property, and he is entitled as legal personal representative of his son to one half of the personal estate subject to the trusts of the settlement. Under those circumstances, the father executed a deed by which he has extinguished his power of appointment; and having extinguished his power of appointment the result is this : that as regards the personal estate, with which alone we have to deal now, he is equitable tenant for life in his own right, and he is entitled as administrator of his son to one half of the reversion in the same property. That being the case, he has taken out a summons asking the Court to authorize or to di- rect the surviving trustee to pay him over half the personal estate to 6 See Reid v. Gordon, 35 Md. 174. Where the holder of a fee with a power appendant conveys the fee, the power is extintruished. McFall v. Kirkpatrick, 236 111. 281, 290, 86 N. E. 139 ; Brown and Wife v. Renshaw, 57 Md. 67, 78. " Only the opinion of Lindley, L. J., is given. The concurring opinions ol Bowen and Fry, L. J J., are omitted. 4 Kales Prop. — 20 306 POWERS (Part 3 which he is entitled in the way and to the extent I have mentioned. The trustee very naturally declines to do it without the direction of the Court, and Mr. Justice North has also declined to interfere, and this is an appeal from his decision. Now, before I refer to the authorities, I will say one or two words about the principle applicable to the case. The exact position of affairs being that which I have stated, it is obvious that at the present moment, the life estate being vested in the father in one right and the reversion in another right, the two have not merged. In order that there may be a merger, the two estates which are supposed to coalesce must be vested in the same person at the same time and in the same right. Therefore, there is no merger as matters at present stand. The power of appointment is effectually got rid of. Th ere was a time when it A^^ac _ til they should attain the age of twenty-one , and durmg her life in case she should so long continue his widow: and after heF decease, then forsuc h or all of his children and their resp ecEyeTIaMllLissue, anci tor sudTesta tes," &c., as his w ife b y lieFTasLAYJll, or by any wrTt^ ing purporting to be her will, &c., should give, devise, aiid bequeath the same ; and i n default of such will, itT'trust for all and ev^ r }^ his 10 See Atkinson v. Bowling, 33 S. C. 414, 12 S. E. 93 (1890). Ch. 1) OPERATION, CLASSIFICATION, RELEASE AND DISCHARGE 313 c hildren livin g at his decease, or born in due time afterwards, and their hei rs. &"crrcspectively, share and share a like ; but if any of them died under twenty-one, without leaving lawf uTTssue, tlien~in tr ust, as to the share'o^r shares of sucn cnild or children, for the survivors or survivor, and their respective heirs, &c., share and share alike. He subsequently directed, that, in case his wife should marry again, the trustees should convey and assign to each of his children successively, upon their respectively attaining the age of twenty-one, so much of the real and personal property as would amount to his or her equal share thereof; and i n case anv of his children should die after his w ife should marrv again, and leave lawful issue, he gave to thp it^p of the ^aid issue, their heirs. Szc, the same proportion of his real an d per,sonalproperty as their father or mother would havp been entitled to, in case he or she had lived to attain twentv-oiie : but in case anv of his children should die, after his wife should marry again, without leaving lawful issue, he directed that the share of such child should go to the survivor. The testator left a widow an d four c hildren, all of whom a ttained t wenty -one. Une of the m diecTsubseguentlv. leaving her eldest broth - er^ her~heir atlaw^ "T lie widow" and the three surviving childr encon- tracted to sell the devised estate; and the bill was filed by them for the s pecific pertormance o f the contract. The purchaser, by his answer, submitt ed that thp pIn infifFc; ron1d not make a good title by reason of the widow's power of appointing b^^_wilL-a nd of th e contingent interests given to the issue of the chil - (iten. Mr. Sugden and Mr. Sidebottom, for the plaintiffs. The question is, whether the wife's power can be released or extin- guished. It is not a power simplv collateral, but is a power in gross , an d is therefore capable of being destroyed by the ^donee ; and the circumstance, that it is to be exercised in favor of a limited class of objects, namely, the children or their issue, does not alter its nature. The point, though once regarded as liable to doubt, must now be con- sidered as settled ; for it was expressly decided in Smith v. Death, 5 Mad. 371. Mr. Coop_er, contra. It has hitherto been considered a very doubtful question, wheth er such a power, as is here given to the widow, can be destroyed. "Law- yers" cTgreat eminence," says a text-writer, "have been of opinion, that a power to a tenant for life, to appoint the estate among his chil- dren, is a mere right to nominate one or more of a certain number of objects to take the estate ; and that, consequently, it is mer ely a pow- e r of^selection. and cannot be barred bv fine." S ugden on Pow ers, 73, 5th edition. In Jesson v. Wright, 2 Bligh, 15, Lord Redesdale says, "How can a man, having a power for the benefit of children, de- stroy it?" Tomlinson v. Dighton, 1 P. Wms. 149, leans toward the 314 POWERS (Part 3 same conclusion. The solitar y decision in Smith v. Death cannot be_ considered as determini ng^j Hepoint so conclusively, t hat the cou rt will rnmpol ajgurchaser_to^a.ccep t a title like th is. Tni^MASTUR OF the; Rolls [Sir Thomas Plumer]. The Vice- Chancellor has given a solemn opinion upon the point; and his de- cision has been acquiesced in. I shall therefore follow it. As to the second point raised by the answer, it was admitted, that, upon the true construction of the will, none of the limitations over could take effect, when all the children had attained twenty-one. Decree for specific performance.^^ iiAccord: Barton v. Briscoe, Jae. 603; Davies v. Hiiguenin, 1 Hem. & Mil. 730; Columbia Trust Co. v. Christopher, 133 Ky. 335, 343, 117 S. W. 943 ; Grosvenor v. Bowen, 15 E. I. 549, 10 Atl. 589 (semble) ; Thorington v. Thorington, 82 Ala. 489, 1 South. 716 (semble). In Thomson's Executors v. Norris, 20 N. J. Eq. 489, the r elease by the donee for bis own special ad- vantage was set aside as a fraud upon rue power: Ch. 2) APPOINTMENTS IN FRAUD CONTRACTS TO APPOINT 315 CHAPTER II CONTRACTS TO APPOINT AND APPOINTMENTS IN FRAUD OF THE POWER LEAKE, DIGEST OF LAND LAW (2d Ed.) pp. 311-313: " * * * If an appointment, though correct in point of form and operative at law, be made for any indirect or ulterior purpose not_ warrant ed by the power, it will be set aside in equity as a fraud on the power. (Portland [Duke] v. Topham. 11 H. L. C. 32; 34 L. J. .C. 113 ; Topham v. Portland [Duke], L. R. 5 Ch. 40; 39 L. J. C. 259; Sugden, Powers, 606; notes to Aleyn v. Belchier, 1 Eden, 132; 2 Wh. & T. L. C. Eq. 308.) * * * Where a father, having a power of appointment amongst children, appointed to one who was a luna- tic and likely to die, for the purpose of himself succeeding to the appointed share as bis representative, the appointment was held to be fraudulent against the other objects of the power and void. (Wel- lesley v. Mornington [Earl], 2 K. & J. 143.)" "If a paren t, having a powe r of appointnuent amongst his children, execute it m consideration of some immediate benefit to be derived to hmiselt trom the appointment, as upon an agreement with the ap- pointee for a payment or advance of money, the appointment is void as being in fraud of the power in regard to the other children ; and as the appointee is a participator in the fraud and benefits by it, such appointment will be set aside in toto, and not merely to the extent of the sum (if any) diverted from the objects of the power. (Daubeny V. Cockburn, 1 Mer. 626; Farmer v. IMartin, 2 Sim. 502; Arnold v. Hardwick, 7 Sim. 343 ; Re Perkins, [1893] 1 Ch. 283 ; 62 L. J. Ch. 531 ; Jackson v. Jackson, Drury, 91. See Palmer v. Wheeler, 2 Ball & B. 18 ; Hall v. Montague, 8 L. J. O. S. C. 167.) "Where the consideration for the preference of one of the children is given by another person, and not derived out of the property ap- pointed, and though without the knowledge of the appointee, the ap- pointment will be set aside ; for it is a fraud upon the power in regard to the other objects who are thereby excluded from the property appointed. (Rowley v. Rowley, 1 Kay, 242 ; 23 L. J. C. 275.)" "An appointment made u pon any bargain or im dp^'^'^r'^""^i"^tT tliat tlip app ointee shall dispose~ot the property to persons who are not object s of the power is void and will be set aside. (Sugden, Powers, 615; Sa!rFiiorrvrGiEBs7Tl)e G. & Sm. 343 ; 18 L. J. C. 177; Birley v. Bir- ley, 25 Beav. 308 ; 27 L. J. C. 569 ; Pryor v. Pryor, 2 De G. J. & S. 33 ; 33 L. J. C. 441 ; Re Kirwan's Trusts, 25 Ch. D. 373 ; 52 L. J. C. 952.) An appointment made for the purpose and in the expectation 31G POWERS (Part 3 that the appointee would transfer the property to a person, not an object of the power, was held void, though that purpose was not at the time communicated to the appointee. (Re Marsden's Trust, 4 Drew. 594; 28 L. J. C. 906.)" PALMER V. LOCKE. (Chancery Division, Court of Appeal, 1880. 15 Ch. Div. 294.) Judah Guedalla, by his will, dated the 21st of December, 1839, gave his residuary personal estate to three trustees upon trust to sell and convert the same and to hold the proceeds, as to one third part thereof, upon the trusts therein declared during the life of his son Moses Guedalla, and after his death upon trust for his wife during her life, and after the death of the survivor in trust for such of the children of his said son ]\Ioses by his present or any future wife, or the issue born in his lifetime of such children, with such provisions for their maintenance, and at such ages and lawful times, and upon such con- ditions as his said son Moses by his last will or any codicil thereto should direct or appoint ; and in default of such direction or appoint- ment, and so far as the same, if incomplete, should not extend, in trust for all the children of his said son Moses who should attain the age of twenty-one years or marry under that age. Judah Guedalla died in 1858. INIoses Guedalla had six children, one of whom was Joseph Guedalla. Moses Guedalla made his will, dated the 4th of January, 1873, and thereby, after reciting the power of appointment given to him by his father's will, in exercise of the said power directed that the trustees or trustee for the time being of his father's will should out of the said third part of the residuary estate pay to his son Joseph Guedalla £5000, and appointed the remainder of the third part to his other children in different proportions. On the 19th of February, 18/3, Moses Guedalla executed a bond for £5000 to his son Joseph Guedalla, in which he recited the power of appointment contained in Judah Guedalla's will, and that he intended to appoint or give, or had appointed or given, by will or codicil pur- suant to the recited will or otherwise, the sum of £5000 at the least to his said son Joseph Guedalla, either out of the property subject to the recited will or the property of the said Moses Guedalla, and by way of making the said Joseph Guedalla entitled in any event to that sum on the death of the said Moses Guedalla, either in possession or in rever- sion on the death of his present wife, the said Moses Guedalla, by way of advancement for his son and to forward his prospects in life, had determined and agreed to execute the above Avritten bond. The condition of the bond was that it should be void if Moses Guedalla should by his last will or any codicil thereto appoint or give the sum of £5000 at the least to Joseph Guedalla absolutely, either under the Ch. 2) APPOINTMENTS IN FRAUD CONTRACTS TO APPOINT 317 recited will of the said Judah Guedalla or out of the property of the said Moses Guedalla, subject only to the life interest of his present wife; and if such sum, or any part thereof, should be given out of the property of the said Moses Guedalla, then if such property should be sufficient to make good the same ; or if the said Joseph Guedalla should on the decease of Moses Guedalla become entitled in default of appointment or otherwise to such sum under the said recited will. On the 23d of April, 1873, Joseph Guedalla mortgaged his interest under Judah Guedalla's will to George Gilliam for £600, with a power of sale in case of default of payment. Moses Guedalla died on the 24th of September, 1875. His widow was still living. By subsequent assignments the reversionary interest of Joseph Gue- dalla became vested in the plaintiffs, and they put it up for sale by auction on the 1st of May, 1879, when it Avas purchased by the de- fendants for £2000. Difficulties having arisen respecting the title to the property sold, the plaintiffs brought the present action, claiming specific performance of the contract for sale. The court directed a reference as to the title, and the conveyancing counsel of the court to wdiich it had been referred reported that a good title could not be made, on the ground that the appointment made by the will of Moses Guedalla was in discharge of his own personal lia- bility under his bond, and w^as void on the authority of Sugden on Powers, 8th ed. p. 615; Reid v. Reid, 25 Beav. 469; Duke of Port- land v. Topham, 11 H. L. C. 54. The Chief Clerk having certified in accordance with this opinion, the plaintiffs took out a summons to vary the certificate, w^hich was ad- journed into court. The summons came on to be heard on the 19th of April, 18S0. Jessel, M. R. I decide this case simply on authority ; and the most singular part of it is that I concur so much in the reasoning of the decision in Coffin v. Cooper, 2 Dr. & Sm. 365, which I am bound to follow, that it makes it, if I may say so, more obligatory on me to fol- low that authority, because that case, which was decided in the year 1865 by Vice-Chancellor Kindersley, lays down what appears to me the true principle which should govern Courts of Equity in cases of this kind so clearly and forcibly that I think I should only diminish instead of adding to the weight of that judgment by any observations of my own. But in that case, even in tli: then state of the authorities, the Vice-Chancellor thought he was compelled to decide against his own opinion of what the true principle was; and he actually decided that a covenant by a lady to make an appointment in favor of her son for the very purpose of enabling him to borrow money, although the appointment was to be testamentary, was a valid covenant which would render her estate liable in damages, and that if she made the appoint- ment in pursuance of the covenant, so as to exonerate her estate from that liability to damages, the appointment was a valid appointment. 318 POWERS (Part 3 Now there is no possible distinction worth considering between the present case and the case of Coffin v. Cooper. Of course, it makes no real difference whether the case is one of a bond or a covenant. You can recover under the bond only the actual damages sustained ; though if the amount of damages exceeds the amount of the penalty, you can recover no more than the penalty. Then it is suggested that the bond here was only defeasible in case the obligor paid the amount out of his own property ; but so it would have been if he had not said so. If it was only defeasible as it was in Coffin v. Cooper you could only have got the amount of damages sustained, and if the estate of the covenantor or obligor had paid dam- ages the covenant or bond would have been got rid of. So that the provision or condition that if the money is paid the covenant or bond shall be void makes no difference, because in no case can you recover under the covenant or bond more than the amount of the damages sus- tained. The present case is, to my mind, utterly undistinguishable from that of Coffin v. Cooper. It makes no difference whether or not it is expressed in terms that the payment out of the obligor's own es- tate shall or shall not satisfy the bond. That being so, and finding the exact point decided by Vice-Chancel- lor Kindersley, as I said before, so long ago as 1865, and that case not having been disturbed since in any way, and finding that the decision was based upon the then state of the authorities, — which it is unneces- sary for me to examine again, — I think it is impossible for a court of first instance to say that that decision was erroneous. But I must also mention that the matter came before the Court of Appeal in 1870 in Bulteel V. Plummer, Law Rep. 6 Ch. 160, where Lord Hatherley, who was then Lord Chancellor, states most distinctly his concurrence in the decision of Vice-Chancellor Kindersley ; and I concur in his opin- ion. In fact. Lord Hatherley says this (Law Rep. 6 Ch. 163) : "To hold such an appointment bad as a device would be to strain the doc- trine as to improper appointments too far." If the decision of the Vice-Chancellor needed confirmation or approval, we have it in this dictum of the Lord Chancellor in Bulteel v. Plummer. Therefore I must decide in favor of the plaintiff's, and hold that the appointment was valid. From this decision the defendants appealed. The appeal came on to be heard on the 26th of July. James, L. J. I am of opinion that the decision of the Master of the Rolls must be affirmed. He found himself bound by the decision of Vice-Chancellor Kindersley in Coffin v. Cooper, 2 Dr. & Sm. 365, and Vice-Chancellor Kindersley was rightly bound by what he considered to be, and what I consider to be, the common course of decision, which really prevented this point from being successfully raised. It had been decided in various cases that such a power as this could be released, because, although in some sense it is fiduciary, it is fiduciary only to this extent, that the donee of the power cannot use it for any corrupt Ch. 2) APPOINTMENTS IN FRAUD CONTRACTS TO APPOINT 319 purpose, cannot use it for any purpose of benefiting himself or op- pressing anybody else. This was so decided in the case of the Duke of Portland v. Topham ; and it is sufficient to say that I agree with what Lord Chancellor Hatherley said, that to hold that such an ap- pointment as this is void because there has been a deed of covenant executed previously, would be to strain the doctrine of improper ap- pointment beyond anything which the cases require. In my opinion, it would be to strain it most improperly, and in effect to shake a great number of appointments which I have not the slightest doubt have been considered sound both before and since the decision of Vice-Chancellor Kindersley. With regard to the other point, it seems to me that you cannot act upon suspicion. It is said the will made in January was void by rea- son of a bond made six weeks afterwards, and it is supposed there was some corrupt bargain between father and son, of which there is not the slightest trace, and which you may as well suppose in every case where there is a testamentary appointment made. It may be said, "How do you know he was not bribed ? How do you know that there was not some corrupt object?" In the absence of some ground for supposing it, we must assume everything was done rightly, otherwise the result would be that every disposition made under a power, whether testamentary or otherwise, -given to a father for his children would be laid under suspicion when the father is dead, for it would be almost impossible to prove that there was not some bargain between them. I am of opinion the decision ought to be affirmed, and the appeal must be dismissed with costs. Brett, L. J. I should have thought it very dangerous, unless there were some principle very clearly outraged, to overrule the decision of Coffin V. Cooper, 2 Dr. & Sm. 365, which was decided so long ago, and which has probably been acted upon ; but I confess that it seems to me that, according to principle, the case of Coffin v. Cooper was right. To my mind it does not make any difference whether the cov- enant in this case was entered into before or after the will was ex- ecuted. If I thought that the covenant was binding upon the person who entered into it, I should have felt some difficulty, because then it might be said, and truly said, as it seems to me, that the exercise of the appointment would be an exercise made to the advantage of the person making it, that is to say, that the effect of it would be to re- lieve his estate from an obligation into which he had entered. But I must confess that I agree entirely with the view which was taken by Lord Justice James in Thacker v. Key, Law Rep. 8 Eq. 408, that such a covenant as is here in question, and as was in question in Coffin v. Cooper is a wholly void covenant, and that no remedy could be had upon that covenant against the covenantor. If a consideration was given for the covenant, then it is admitted by everybody that it would be absolutely fraudulent, and, if fraudulent, it would be of course void, because both parties are parties to the fraud. It seems to me that al- 320 POWERS (Part 3 though there is no consideration given for the covenant it is not a bhiding covenant, because it would be contrary to pubhc poHcy to al- low a person in the position of a trustee to enter into such a covenant so as to bind himself. And if the covenant is a void covenant, then what is the fetter which is put upon the exercise of the power of ap- pointment which has been delegated to the donee of the power? Un- der those circumstances there is no fetter at all, unless it be said that a bare promise which cannot be enforced, a moral obligation, as it is called, to keep a bare promise, is such a fetter. Now the law, at all events, does not recognise that there is any fetter in a bare promise, and I can see none really ; and if you take it to be a bare promise and not an effective covenant, then I should absolutely agree with what Lord Justice James has before said, and which was adopted by Lord Hatherley, namely, that it would be far too great a strain to say that a mere bare promise is to be considered a fetter upon the power of ap- pointment, because there is a kind of moral obligation to keep the promise. I confess myself I do not think there is any such moral ob- ligation as is asserted; I think the morality cf the thing is in favor of the breach of such a promise rather than in favor of keeping it. Therefore, for these reasons, both upon principle and authority, it seems to me that there is no objection to the exercise of the appoint- ment because of the existence of the void covenant. It was suggested that by so holding we should destroy the effect of these powers of ap- pointment. It seems to me absolutely the contrary. We give them the greatest possible effect, because we say that no such covenant as this can prevent the exercise of the power of appointment, that is to say, that the person who has entered into such a covenant may, without any risk, exercise his discretion up to the last day of his life. If such a covenant as this were held to be a release, then the former decisions with regard to release might be a considerable difficulty in the way, but it seems to me that it cannot possibly be said that such a covenant as this is a release. As to the case of Davies v. Huguenin, 1 H. & M. 730, which is referred to in the judgment of Vice-Chancellor Kinders- ley, I confess that as stated by him I have some difficulty in saying that I could entirely agree with what was held in Davies v. Huguenin ; but it seems to me that even if Davies v. Huguenin were held to be wrong that would have no effect upon the decision in this case. With regard to the second point in this case, taken at a late moment, I think there can be no doubt the suggestion, if true, would show that the covenant was a fraudulent agreement between both parties to it, and fraud is never presumed by the court; those who suggest it have to prove it. Cotton, L. J. I am of opinion that the decision of the Master of the Rolls is correct; and from the judgment of the Master of the Rolls which has been read to us, I think that our decision is also in accord- ance with the views of the Master of the Rolls; but whether that is so or not, I think that, both on authority and principle, the judgment that Ch. 2) APPOINTMENTS IN FRAUD CONTRACTS TO APPOINT 321 was given was right. It was said that this was a fiduciary power, and that therefore the donee of the power was in the position of a trustee, and must be so down to the time of his death, absohitely unfettered. Now I asked Mr. Davey, during the course of his argument, how he could develop and define a fiduciary power, and I leave out entirely that kind of fiduciary power, if it is so called, where from the form of the power given there is an implied gift in default of an express gift. Cut a fiduciary power in this case one must consider as a power which is sometimes said to be given to the person as a trustee. Now I think a great deal of inaccurate argument arises from expressions un- developed and not explained which may bear two senses. How can you say that a man is properly a trustee of a power? As I under- stand it, it means this, in the words of Lord St. Leonards, that it must be fairly and honestly executed. A donee of such a power can- not carry into execution any indirect object or acquire any benefit for himself directly or indirectly. That is, it is something given to him from which he is to derive no beneficial interest. In that sense he is a trustee, and he is liable to all the obligations of a trustee in this sense, that he must not attempt to gain any indirect object by the execution of the power in a way which in form is good, but which is a mere mask for something that is bad. Now it is not here suggested, or barely suggested, that the appointment was a mask to do something which could not be done. It was an absolute gift to his son in effect, with a covenant or bond that he would not revoke the appointment in favor of the son, but there was no possible suggestion, with one ex- ception, that the intention was in any way to benefit himself. It was done for his son ; taking the whole transaction, it was what he thought would be best for the interests of the son, and it is clearly the duty of a father, who has such a power, to do what on the whole he con- siders to be the best for the family amongst whom the property is un- der the powxr to be distributed. There are two matters, no doubt, which I must deal with. It was said that the execution of the power by the will was to relieve the father from the obligation which he contracted under the bond. I do not go so far as to give an opinion that the bond is absohitely bad. The question may hereafter arise, but I give no opinion upon that point at present. In one sense it is clearly bad, namely, that it cannot be con- strued as an exercise of a power of appointment, nor is it one that a Court of Equity would specifically perform; but I do not give any opinion that it is one under which no relief could be sought by way of damages from the father's estate. But in reality the will was not ex- ecuted in order to relieve the father from the obligation. The obliga- tion began after the will was executed, and the whole was one trans- action, and if anything, it was a contract not to revoke the will which he had made. But it is not every possible benefit to the donee of a power from the exercise of it which will make the execution of the 4 Kales Prop. — 21 322 POWERS (Part 3 power bad. Mr. Davey went so far as to say — I think his argument necessitated it — that a moral obHgation on the part of a donee of a power would be sufficient to vitiate the exercise of a power, and I put to him such a point as this, than which I can conceive no stronger moral obligation. A man has no property of his own, but has a daugh- ter who is going to marry. He says : "I cannot make you any pres- ent allowance, or give you any present fortune, but I will see that you are provided for by my will." He has nothing but a power of ap- pointment by will. Can it be said, without straining to an excess, which makes it almost absurd, the doctrine of this court, that a will executed under those circumstances in favor of that daughter or her husband would not be a good execution of a power? To say so would be to defeat the very object of the power. No doubt it is in the power of the father at the time of his death to make or not to make the will, and to distribute in such proportions as he thinks fit, but there is a moral obligation of the strongest kind to make a provision for the daughter in consequence of the circumstances under which the mar- riage takes place. Then suppose this furtt^er case. Suppose a father is surety for his son ; if the son has got no money, the father will be called upon to pay: but can it be said that an appointment to the son under those circumstances is bad? The result indirectly will be that, instead of the father's own estate paying that debt, the son will pay out of money which he gets from the appointment, and, as has been said already by Lord Justice James, and as was said by Lord Hath- erley, one really must not strain too far the doctrine of this court in order to avoid execution of powers which are done honestly and for the benefit of the objects of the power according to the best judgment of the donee, without any indirect motive to secure a benefit to him- self. Of course if there is anything of that sort — anything corrupt — no appointment can possibly stand. So, if there is any attempt to do what cannot be done by means of the power, that is bad. In the pres- ent case, by the mere exercise of the power no indefeasible interest could have been given to the son at the time, and it may be said that this therefore is attempting to do indirectly what cannot be done di- rectly. But there i^ the absolute appointment to the son as far as it can be made absolute, leaving him to deal with it as he thinks fit for his benefit, and it is not that the father deals with it by way of rais- ing money, or deals with it under any contract or engagement that he makes, but as far as he can, leaving it by will to the son, he puts the son in the position of doing what the son thinks most for his interest and what the father does not think for his disadvantage. It is to the appointee, and to him only, that the father looks, so as to enable him, as far as he can, having regard to the nature of the power, to do what is most for his benefit. I have dealt with the case without reference to the authorities, but when we look at the authorities, it is clear that it is settled that such a covenant as this does not vitiate an appointment made in accordance Ch. 2) APPOINTMENTS IN FRAUD CONTRACTS TO APPOINT 323 with it. We have the decision of Coffin v. Cooper, 2 Dr. & Sm. 365, be- fore the Vice-Chancellor Kindersley, carefully considered, where, throwing aside what would be pushing the doctrine to an extreme, he gave effect to the appointment, and held it not to be bad. We have also the same point decided in the Court of Appeal in the case of Bul- teel V. Plummer, Law Rep. 6 Ch. 160.^ I must add one word more to explain why I hesitate to say that such a bond as this is entirely void. It has been held that under certain cir- cumstances such a bond, or one very like it, can be held to be a release of the power. If it is bad, it must be bad in toto, and I am not satis- fied that it can be good as a release of a power and yet bad altogether as a covenant. But at the present time I give no opinion whether this covenant is in law bad, and whether, under those circumstances, it could be enforced against the assets, if there were any, of the donee. In re BRADSHAW. BRADSHAW v. BRADSHAW. (Chancery Division, 1902. L. R. 1 Cli. 436.) Adjourned Summons. William Bradshaw by his will, dated January 22, 1853, devised and bequeathed a portion of his residuary real and personal estate to a trustee upon trust to pay the yearly rents and profits thereof to his son Arthur Bradshaw during his life, and after his decease in trust for all and every or such one or more exclusively of the other or oth- ers of the children or other issue of his said son Arthur Bradshaw (such other issue to be born within the limits allowed by law), for such estate or estates, and if more than one in such proportions and with such limitations over for the benefit of the said children or other issue or some or one of them, and with such restrictions and in all respects in such manner as his said son Arthur Bradshaw should by his will or any testamentary writing appoint, and in default of such appointment in trust for all and every the children and child of his said son Arthur Bradshaw, who being a male or males should attain 1 In Bulteel v. Plummer, L. R. 6 Ch. 160, a testatrix, having power to ap- point by will a certain fund amongst all and every of her children and their children, covenanted to appoint a certain sum to one child. She then by her will appointed that sum. Tx)rd Hatherley. L. C., in considering whether this appointment was void, said: "But I think it would be a very forced appli- cation of the doctrine as to appointments if this were held bad. It is true that there is something like an improper exercise of the power, as, of course, she tries to exonerate her own estate. A question further arises, "whether this was a good covenant on which damages could be recovered, as to which I desire to say nothing; but I think that to hold such an appointment bad as a device would be to strain the doctrine as to impro]>er appointments too far. The testatrix did not wish to get any benefit for herself, and I think jthat she was not prevented from appointing the £2500." 324 POWERS (Part 3 the age of twenty-one years, and who being a female or females should attain that age or marry, equally to be divided between such children, if more than one, as tenants in common, their respective heirs, execu- tors, administrators, and assigns respectively, and if there should be but one such child, then the whole for that one, his or her heirs, execu- tors, administrators, and assigns respectively. William Bradshaw died on July 12, 1855, and his will was proved on September 26, 1855. Arthur Bradshaw was twice married. By his first marriage he had two children, Arthur Evelyn Bradshaw and jNIargaret Beatrice Good. By his second marriage had two children ]\Ioe}- Violet Fran- ces Bradshaw and William Pat Arthur Bradshaw, who were both in- fants. Previously to the second marriage two deeds of covenant were ex- ecuted by Arthur Bradshaw. By the first of these deeds, dated Feb- ruary 7, 1893, and made between himself of the first part, Arthur Evelyn Bradshaw of the second part, Margaret Beatrice Good of the third part, and William Graham Bradshaw of the fourth part, he in eftect covenanted to appoint to his son and daughter not less than one-third part of the property subject to the power of appointment given to him by the will of William Bradshaw. In the result no ques- tion arose r.3 to the effect of this covenant. By the second of these deeds, dated February 8, 1893, and made between Arthur Bradshaw of the first part, Alaud Annette Letitia Elizabeth, his then intended wife, of the second part, and Francis Cooper Dumville Smythe, Dudley Ferrars Loftus, and William Gra- ham Bradshaw of the third part (being the settlement made on Ar- thur Bradshaw's second marriage), Arthur Bradshaw covenanted with the parties of the third part that if the said intended marriage should take place, he would, in exercise of the power reserved to him by the will of William Bradshaw, by will appoint and direct that if any issue of the said marriage should survive him, Arthur Bradshaw, a part or share of the several trust real and personal estate by the will of William Bradshaw directed to be held in trust for Arthur Bradshaw and his children, not being of less value at the time of the decease of Arthur Bradshaw than £6000, should from " his death be held by the trustees or trustee for the time being of the wall of Wil- liam Bradshaw upon trust for the child or children or issue of the said marriage (such issue to be born within twenty-one years from the death of Arthur Bradshaw) in such shares and proportions as Arthur Bradshaw should appoint ; and Arthur Bradshaw further covenanted with the parties of the third part that, in case there should be issue pf the marriage living at his death, he would not exercise the power of testamentary appointment given to him by the will of William Bradshaw over the trust premises thereby settled in favour of his children or issue by any other marriage, so as by any means to reduce the part or share of the same trust premises which he had thereby Ch. 2) APPOINTMENTS IN FRAUD CONTRACTS TO APPOINT 325 covenanted to appoint in favour of the child or children of the then intended marriage to a less amount than the sum of £6000., or to postpone the vesting of that part or share beyond the period of the death of him, Arthur Bradshaw. Arthur Bradshaw by his will dated April 9, 1896, made before the birth of his youngest child, in execution of the power of appointment conferred by the will of William Bradshaw, appointed certain free- holds to Alargaret Beatrice Good for her Hfe, and after her death to her children "then living" ; but if no child should attain a vested in- terest, then in the same manner as the remainder of the property thereby appointed. The testator then directed and appointed that the remaining property subject to the power of appointment and all other his real and personal estate should be held in trust as to three equal fifth parts for the benefit of his son Arthur Evelyn Bradshaw as thereinafter declared, and as to the remaining two equal fifth parts for the benefit of his daughter Moey Violet Frances Bradshaw. As to the three-fifths, the testator declared that it should be held upon trust for A. E. Bradshaw for Hfe, and after his death upon certain trusts in favour of his children or issue "then living," and in the event of his son leaving no child who should live to attain a vested interest, then upon the trusts declared concerning the two-fifths. As to the two-fifths the testator directed that the same should be held upon certain trusts for the benefit of his daughter M. V. F. Bradshaw dur- ing her life, and after her death upon certain trusts in favour of her children "then living," and in the event of his said daughter leaving no child who should attain a vested interest, then upon the trusts declared concerning the three-fifths. The testator appointed his son A. E. Bradshaw and another executors of his will. The testator Arthur Bradshaw died on March 22, 1900, and his will was proved by A. E. Bradshaw alone on June 23, 1900. It was not disputed that the appointments made by the will of Arthur Bradshaw subsequent to the life interests of Mrs. Good, A. E. Bradshaw, and M. V. F. Bradshaw were respectively void for remote- ness. The gifts in favour of A. E. Bradshaw and M. V. F. Bradshaw and their children or issue extended to and comprised property of the testator Arthur Bradshaw in addition to the property settled by the will of William Bradshaw ; and accordingly the question arose wheth- er A. E. Bradshaw and M. V. F. Bradshaw were bound to elect be- tween the interests they took in Arthur Bradshaw's property and their interest in default of appointment under the will of William Bradshaw. Arthur Evelyn Bradshaw had four children, all of whom were in- fants. Mrs. Good had one child, who was an infant. This summons was taken out by Arthur Evelyn Bradshaw, as plain- tiflf against the trustees of the indentures of February 7 and 8, 1893, Maud A. L. E. Bradshaw, Margaret B. Good, Moey Violet F. Brad- 326 POWERS (Part 3 shaw, William Pat Arthur Bradshaw, the four infant children of the plaintifif, and the infant child of Mrs. Good as defendants, for the determination of numerous questions arising in the administration of the estate of Arthur Bradshaw, and in particular (a) whether any case of election was raised by the will of Arthur Bradshaw, and (b) for the direction of the Court as to whether any and what provision ought to be made out of the estate of Arthur Bradshaw for the purpose of sat- isfying the covenants contained in the indenture of February 8, 1893, in case the Court should be of opinion that such covenants remained unsatisfied. The question of election was first argued. [The opinion on the question of election is omitted.] KekEwich, J. A general power of appointment is broadly distin- guishable from property, but in its practical results, and in what I may call its market value, it is really equivalent to property. The donee may deal with it as he pleases. He may not only release it, but may sell it, or bind himself to exercise it in any way he pleases. This is equally true whether the power is to be exercised by deed, by deed or will, or by will only. In the last case, of course, there is more practical risk, because a man cannot make a will which will operate previously to his death. But no legal difficulty arises, and cases frequently occur where a man has a general power of appoint- ment and deals with it, either by covenant or otherwise, as property — that is to say, he treats the subject of the power as property over which he has control. But when the power is a special one you have a different subject altogether. What is a special power? The most familiar instance (for there are many others) is a power of ap- pointment amongst children. Such a power as commonly given to parents is intended not to make a provision for the children, for that is done by the gift in default of appointment, but to confide to the parents the determination in what shares and proportions the children shall take — whether, for example, if women, they shall take for their separate use with or without restraint on anticipation, or, if men, shall take life interests determinable on bankruptcy. It is a discre- tion vested in the parent for determining what the particular provi- sion shall be. That, as it seems to me, is nearly akin to a trust, and might well be described as a trust, but at all events it is a fiduciary power. Is it right that a man having that fiduciary power should bind himself to deal with it in any particular manner? If it were by deed or by deed or will, the case might be more difificult ; but where it is aj^p^f^r tn appoini- by will, it seems_ to^ me to be clear that the intent ion of the person creating such a power,'~wlTether by settle- ment or by will, is th at the~donee ot the po wer shall keep t he exerc ise or It under" his contro l until the time of his death^^ ATwiiTbeing rev- ocable maybe altered from time to time, and it is common knowl- edge that the exercise of powers is continually altered with reference Ch. 2) AI'POINTMENTS IN FRAUD CONTRACTS TO APrOINT 327 to the different events of family life. It seems to me that to say tha t a person having a power to appointjjy^all may bmcLJiimself to-ex- ercise' Tt in a^ particular way is to defeat the object nf the creation of the po\yei\_an d to put the donee in a position t o do the very thing which the settlement m ust be taken to say he sh al l not do . There is no rear autlTority upon the point, and therefore I have stated what I conceive to be the principle. But there are certain guides. The first case bearing on it is the case of Bulteel v. Plummer, L. R. 6 Ch. 160, where there had been a covenant to exercise a special power which was aptly described as a power of distribution, and it was held that, notwithstanding that the appointment was made in pursuance of a covenant to appoint, the power might be well exercised. Lord Hath- erly, Id. 163, said this : "A question further arises, \yhether this was a good covenant on which damages could be recovered, as to which I desire to say nothing ; but I think that to hold such an appointment bad as a device would be to strain the doctrine as to improper ap- pointments too far." All we have, therefore, is that the point oc- curred to a learned judge of great eminence and experience, and that he held that it was not necessary for him to dispose of it. James, L. J., was a. party to the judgment, but I do not see that he noticed this point. But it had come before him in Thacker v. Key, L. R. 8 Eq. 408, and there he expressed a distinct opinion. He says (Id. 414) : "Now, if it had been necessary to determine that point, I think I should have had very little difficulty in holding such a cove- nant to be illegal and void. The testator is the donee of a testamen- tary power, which was to be exercised by him as a trustee. It was a fiduciary power in him to be exercised by his will, and by his will only ; so that, up to the last moment of his life, he was to have the power of dealing with the fund as he should think it his duty to deal with it, having regard to the then wants, position, merits, and neces- sities of his children." James, V. C, there stated in cogent language what I have attempted to say. The only other case is Palmer v. Locke, 15 Ch. D. 294, before the Court of Appeal, and there Brett, L. J., made a more direct statement, of his opinion, though again it was not necessary to decide the point judicially. He says, 15 Ch. D. 301 : "It seems to me that although there is no consideration given for the covenant it is not a binding covenant, because it would be contrary to public policy to allow a person in the position of a trus- tee to enter into such a covenant so as to bind himself." That is in support of the view that the covenant is wholly void, and that no remedy is available for the breach of it. Cotton, L. J., did not con- cur, but he did not differ ; he merely reserved his opmion. It is to be remarked that James, L. J., was a party to the decision, and that he said nothing upon that view of the case. The explanation may be that he had already had the point before him and that delivering the first judgment he did not notice a point which did not directly arise. 328 POWERS (Part 3 It seems to me that I have a substantial amount of opuiion or incHna- tion of opinion in favour of the view I take, and that t he safe and rig ht thing- is t o say that a covenant of this kind is bad and cannot be sued on. ""HrT'Lawrence makes two remarks which ought to be noticed. First, he says that this is a family arrangement. The Court has gone far in upholding family arrangements, and the doctrine goes so far back that I think it would be difficult to find when it was first intro- duced. But Air. Lawrence has not cited any decision in which the doctrine has been applied to a case such as the present one. Then again, he called my attention to the case of Coffin v. Cooper, 2 Dr. & Sm. 365. It is quite true that it is possible to get rid of a good deal of the doctrine of fiduciary power. It has been held, and usefully held, that a power of this kind can be released. A man can say in a proper, solemn manner, "I will not exercise the power at all," with the result that he does then and there confer upon every one of his children an equal portion of the settled property. He does in effect covenant that the power shall not be exercised. But the answer is that the release of a power depends on a foundation of its own. There was a time when it was a question how far a power of this kind can be released. The question has now been decided, and the decision is found convenient, but I do not think it ought to be carried further. It would be carrying it a long way to say that because a man may releas5[^aIpoWer^ therefore^ he may covenant to exercise iMn a p ar- ticular way. * * * [The balance of the opinion relating to the sub- ject of costs is omitted.] In re PARKIN. HILL V. SCHWARZ. (Chancery Division, 1892. L. R. 3 Ch. 510.) Adjourned Summons. Hugh Parkin, by his will dated the 13th of December, 1860, be- queathed all the 21/2 per cent, stock which at the time of his death he should hold or be possessed of to trustees upon trust for his daughter Mary Creighton (afterwards Mrs. Tetens), during her life without power of anticipation, and after her death, as to the sum of £5000 part thereof, upon trust for such persons or purposes as Mrs. Tetens should, notwithstanding her then present or any future coverture, by will appoint, and in default of, and subject to, any such appoint- ment, upon trust for the benefit of two others of his daughters and their issue as therein mentioned. The testator died on the 16th of ]\Iarch, 1871, possessed of £7000 21/2 per cent, stock. By an indenture dated the 20th of December, 1867, being the set- tlement made on the marriage of Mary Creighton with the Defendant, Ch. 2) APPOINTMENTS IN FRAUD CONTRACTS TO APPOINT 329 Emil Tetens, after a recital that by an indenture of settlement made in 1848 Mrs. Tetens then stood possessed of certain powers of ap- pointment over divers sums of money, stocks, funds, and securities, and the annual produce thereof respectively, subject to a life interest therein of her father, Hugh Parkin, it was witnessed that Mrs. Tetens, by virtue and in execution of the power for that purpose given by the recited indenture of settlement and of all other powers and authori- ties enabling her in that behalf, appointed certain funds to the trus- tees of the settlement of 1867, upon trusts (after the intended mar- riage) for Mrs. Tetens during her life, for her separate use without power of anticipation, and after her death out of the income to pay an annuity of ilOO to Jules Creighton, her son by her first marriage, and subject thereto to pay the income to Mr. Tetens during his life, determinable as therein mentioned, and subject thereto upon trust for the child or children of ]\Irs. Tetens (including her said son by her first marriage) who should be living at the death of the survivor of Mr. and Mrs. Tetens, and for the issue then living of any and every of I\Irs. Tetens' then deceased child or children (including her said son by her first marriage) who, being males, should attain twenty- one, or, being females, should attain that age or marry, to take, if more than one, in equal shares as tenants in common per stirpes ; and in the case of the decease of Mrs. Tetens without leaving any such child or issue, who should live to attain a vested interest in the premises, then upon trusts for a sister of Mrs. Tetens and her issue. The settlement contained the following covenants, upon which the question in this case arose: The said Emil Tetens and Mary Creighton severally covenanted that all the estate, property, and efifects whatsoever which the said Mary Creighton, or the said E. Tetens in her right, should at any time during the coverture become possessed of or entitled to at law or in equity in any manner whatsoever should be settled ; and also that any other powers or power of appointment over any estate, propcrtv, and effects whatsoever of which she might then or at any time there- after during such coverture be the donee under any settlement, will, or other instrument whatsoever, should, if executed by her, be execut- ed only in favour of the trustees or trustee for the time being, of the settlement, in order that all such estate, property, and effects should be effectually vested in and be held by them or him upon the trusts declared by the settlement. There was no issue of the marriage between ]\Ir. and ^Irs. Tetens. Mrs. Tetens, by her will dated the 29th of March, 1889, appointed her husband and Mr. Frank ]\Iilner Russell her executors, and, after bequeathing ilOOto Mr. Russell and reciting the power conferred on her by the will of her father of appointing by will £5000 2i4 per cent, stock, she directed and appointed that from and after her death the trustees of her father's will should stand possessed of the said sum of £5000 upon the trusts following, viz., as to the clear sum of 330 POWERS (Part 3 £1000, part thereof in trust for her nephew Hugh Campbell Rowley, to whom she bequeathed the same accordingly free of legacy duty; and as to the residue thereof (subject to the payment thereout of her just debts, funeral and testamentary expenses, and the legacy be- queathed to H. C. Rowley and the legacy duty thereon) in trust for her husband absolutely. She made a codicil dated the 5th of December, 1889, by which she revoked the appointment and bequest in her said will contained of ilOOO to Hugh Campbell Rowley, and directed and appointed that trom and after her death the trustees of her father's will should out of the sum of £5000 21/0 per cent, stock referred to in her will, raise and pay certain legacies amounting to £700 and, subject to the afore- said legacies, should stand possessed of the residue of the said stock upon the trusts by her said will declared with reference to the residue of the same after payment to the said H. C. Rowley of the legacy thereby revoked. Mrs. Tetens died on the 19th of January, 1892, leaving Mr. Tetens and her son by her first marriage her surviving. Her will and codicil were proved on the 8th of March, 1892, by both executors. Questions having arisen as to the effect of the covenants on the part of Mr. and Mrs. Tetens contained in the settlement of the 20th of September, 1867, and the testamentary dispositions made by Mrs, Tetens, an originating summons was taken out by the trustees of Hugh Parkin's will for the purpose of obtaining the decision of the Court upon them. This summons was intituled in the matter of the estate of Hugh Parkin, in the matter of the trusts of the settlement of the 20th of December, 1867, and in the matter of the trusts of the will of Mrs. Tetens. The questions for the determination of the Court were (inter alia) — (1) Whether the £5000 2i/^ per cent, stock ought to be paid to the trustees of the settlement or to the executors of Mrs. Tetens' will; (2) Whether under the terms" of the settlement Mrs. Tetens was under any and what Hability to exercise the power of appointment conferred upon her by the will of the testator in favour of the trustees of the settlement; (3) Whether by reason of the exercise of the power of Mrs. Tetens, as in her will and codicil mentioned, her estate had be- come liable to the trustees of the settlement, and to what extent ; (4) What interest the Defendant Emil Tetens was entitled to under the ap- pointment contained in the will and codicil of Mrs. Tetens; (5) Whether the Defendant Emil Tetens was liable in respect of such in- terest or otherwise to the trustees of the settlement to any and what extent. The summons came on for hearing on the 19th of May, 1892. Stirling, J. [stated the facts and continued :] It was contended, on behalf of Jules Creighton, that inasmuch as Mrs. Tetens had made a will executing the power contained in the will of her father, the property which she had power so to dispose of Ch. 2) APPOINTMENTS IN FRAUD CONTRACTS TO APPOINT 331 was, as against volunteers claiming under her, bound by the covenant contained in her settlement. It was not disputed that if Mrs. Tetens had not made a will, the £5000 stock must have gone to the persons entitled under Hugh Parkin's will in default of appointment by her; but it was said that the persons claiming under her will, being mere volunteers, could not set up a title to the appointed property against persons claiming it for valuable consideration ; and in support of this contention the following cases, amongst others, were cited : Goylmer V. Paddiston, 2 Vent. 353 ; s. c. sub nom. Goilmere v. Battison, 1 Vern. 48 ; and Fortescue v. Hennah, 19 Ves. 67. Unquestionably these cases shew that the Court has gone a long way in enforcing, by way of specific performance, contracts to leave property by will ; but not one of them is a case of a contract to leave by will on the part of one who was merely donee of a testamentary power of appointment. In my judgment, s pecifi c perf ormance ough t not to be decreed in such a case. ''It is not, I apprehend, to be doubted," says Rolt, L. J., in Cooper V. Martin, Law Rep. 3 Ch. 47, 58, "that equity * * * will never uphold an act which will defeat what the person creating the power has declared, by expression or necessary implication, to be a material part of his intention." In Reid v. Shergold, 10 Ves. 370, 380, Lord Eldon, speaking of a claim by a purchaser from the donee of a testa- mentary power to the assistance of the Court, says : "The testator did not mean, that she should so execute her power. He intended, that she should give by will, or not at all ; and it is impossible to hold, that the execution of an instrument, or deed, which, if it availed to any purpose, must avail to the destruction of that power the testator meant to remain capable of execution to the moment of her death, can be considered in equity an attempt in or towards the execution of the power." These remarks were made in a case in which the contest was be- tween the purchaser and a person claiming in default of appointment. I think that in principle they apply where the question arises between persons claiming under a contract for value on the one hand, and those claiming under the will on the other. I think, therefore, that this contention fails. ^ 1 have next to consider what are the legal rights of the trustees of the settlement in respects of the covenants. Can they recover for breach of the covenant on the part of the wife contained in the settle- ment, and if so what amount of damages, and against whom? First, has Mrs. Teten? broken her covenant? She covenanted that "any other power or powers of appointment over any estate, property, or effects whatsoever, over which the said Mary Creighton may now, or 2 See, also, Wilks v. Burns, 60 Md. 64. Nor will equity aid as a defective appointment tlie covenant to appoint by will to a particular individual, where the donee has died without exer- cising a testamentary power. Tost, p. .''>rM, note 2. 332 POWERS (Part 3 at any time hereafter, during such coverture as aforesaid, be the donee under any settlement, will, or other instrument whatsoever, shall, if executed by her, be executed only in favour of" the trustees of the settlement. During the coverture she became the donee of a general testamentary power of appointment, which she might have exercised in favour of the trustees. The power was executed by her, but not in favour of the trustees. It seems to me that this constituted a, breach o f the covenant . Next, what is the a mount of dama ges to be recovered in respect of such breach? It is said that the damages ought to be nominal only because the trustees are in no worse posi- tion than if the wife had declined to exercise the power (which, no doubt, she was at Hberty to do), with the result that the fund had gone as in default of appointment. It seems to me, however, that as the wife might have exercised the power in favour of the trustees, and she did exercise it, but not in their favour, the covenantees ought to be placed, as nearly as may be, in the same position as if the covenant had been duly performed ; and, consequently, that the trustees are en- titled to recover by way of damages the value of the stock whi ch wouTd" have come to their han ds if the appointment actually made had been in the ir fav our. TTien comes the question, Who is liable in respect of the breach? * * * [The court then held that the legal personal r epresentativ es_ o f the wife were liable on t he_ wife's covenant lo the ex tent_ of asset s iS<*^ coming to €»fch«i hands. The court abstained from expressing any opinion as t^l:he etfect of the husband's personal covenant.] BEYFUS V. LAWLEY. (House of Lords, 1903. L. R. App. Cas. 411.) See post, p. 361, for a report of the case. On Noxexci-usive Powers axd Illusory Appointments — See Wilson v. Pi^gott, 2 Ves. Jr. 351 (1794): Young v. Waterpark. 13 Sim. 199 (1S42) ; Rieketts v. Loftus, 4 Y. & C. 519 (1S41) ; Gainsford v. Dunn, L. R. 17 Eq. 405 (1874). Gray, Powers in Trust. 25 H. L. R. 26: "But the rule as to illusory ap- pointments is unique in tlie la\A-. Other rules of doubtful character have found defenders or apologists, but no one has had a good word for this. It has l^een condemned in the most unmeasured terms by judge after judge — ■ by Sir Richard Pepper Arden (afterwards Lord Alvanley), M. R., in Spencer V. Spencer, 5 Ves. 302 (ISOO), and Kemp v. Kemp, Id. 849 (1801) ; by Sir William Grant, M. R., in Butcher v. Butcher, 9 Ves. 382 (1804); and by Lord Eldon, C, in Bax v. Whitbread, 16 A'es. 15 (1809), and Butcher v. Butcher, 1 Ves. & B. 79, 94, 90 (1812)." In this country the doctrine of illusory appointments has been repudiated, without the assistance of legislation, in Graeff and Wife v. De Turk, 44 Pa. 527 ; Hawthorn v. Ulrich, 207 111. 430, 69 N. E. 885. St. 11 Geo. IV and 1 Wm. IV, c. 46 (IS^O), provided that no appointment could be disregarded because it was illusory ; i. e., because of the smallness of the share appointed. St. 37-38 Vict. c. 37 (1874), made every power exclusive, unless the donor ex- pressly provided otherwise. Ch. 3) SURVIVAL OP POWERS 333 CHAPTER III SURVIVAL OF POWERS ST. 21 HEX. VIII, c. 4: * * * For remedy whereof, be it en- acted, ordained, and established by the authority of this present Parliament, That where part of the executors named in any such testament of any such person so making or declaring any such will of any lands, tenements, or other hereditaments to be sold by his executors, after the death of any such testator, do refuse to take upon him or them the administration and charge of the same tes- tament and last will wherein they be so named to be executors, and the residue of the same executors do accept and take upon them the cure and charge of the same testament and last will ; that then all bargains and sales of such lands, tenements, or other hereditaments, so willed to be sold by the executors of any such testator, as well heretofore made, as hereafter to be made by him or them only of the said executors that so doth accept, or that heretofore hath accepted and taken upon him or them any such cure or charge of administra- tion of any such will or testament, shall be as good and as effectual in tlie law, as if all the residue of the same executors named in the said testament, so refusing the administration of the same testament, had joined with him or them in the making of the bargain and sale of such lands, tenements, or other hereditaments so willed to be sold by the executors of any such testator, which heretofore hath made or declared, or that hereafter shall make or declare any such will, of any such lands, tenements, or other hereditaments after his decease, to be sold by his executors. II. Provided alway, That this Act shall not extend to give power or authority to any executor or executors at any time hereafter to bargain or put to sale any lands, tenements, or hereditaments, by vir- tue and authority of any will or testament heretofore made, otherwise than they might do by the course of the common law afore the making this Act.^ 1 Woemer, American Law of Administration, § 341: "The American stat- utes mostly extend the power to the survivor or survivors of several ex- ecutors who have qualified, of whom one or more may die, resign, or be re- moved, as well as to one or more who may qualify of a larger number to whom the power is given, of whom one or more may refuse to act, and to the administrator with the will annexed." 334 POWEES (Parts ATWATERS v. BIRT. (Court of Queen's Bench, 43^4 Eliz., 1603. 2 Cro. Eliz. 856.) Ejectione firmse. Upon a special verdict the case was, one Robert Stanton, seised in fee of the land in question, infeoffed thereof Thom- as Molyns and three others, to the use of himself for life, and after to the use of Richard his second son in tail, remainder to George his eldest son in tail, remainder to his right heirs ; with a proviso, "that if he paid twelve pence at any time to the said Thomas Molyns, and the three others, and good and sufficient cause was shewed unto themi by the said Robert Stanton the father of the abuses by Richard the son, and that so by the said Thomas Molyns and three others (re- citing their names), shall be thought convenient, that then the afore- said uses shall cease, and then to be to the use of him and his heirs." One of the four feoffees died ; Robert Stanton paid the twelve pence to the other three, and shewed cause of abuse by Richard his son, which was approved by the three. He then declares by a new deed, that the said Thomas Molyns and the other two feoffees, for good consideration expressed in the deed, should stand seised of the said land, to the use of himself for life, and after to new uses, etc. and, whether these uses should take effect or not? was the question. First, whether this be a good revocation of the first uses, one of the feoffees being dead? Secondly, admitting that they are revoked, whether it be a good i new limitation of the last uses ? As to the first, all the Court resolved, that it was not a good revo- cation ; for it is but an authority which is given to revoke, and it is to be done by the assent of the four ; and any of them being dead, the authority is determined, and shall not survive. And for this reason, as Popham said, the common law before the statute of 21 Hen. 8, c. 4, was, that if one devised his land to four to sell, and one of them dies, the survivors, because they have an interest, may sell ; but if he had devised that three should sell his land, and one of them dies, the survivors, because they have but a mere authority, cannot sell.' Vide 49 Edw. 3, pi. 16; 2 Eliz. Dyer, 177, 189, 217. Secondly, admitting that the first uses are well revoked ; yet they held, that this second indenture is not a sufficient limitation of the new uses, and raising of them : for although the consideration there- in be sufficient, viz. bipod and affection, yet he doth not covenant to raise them out of his own possession ; but that his feoffees shall be seised, &c. and none other but them shall stand seised ; and he hath not any feoffees, and therefore no use can rise. And although it were said, that it shall be expounded as a will, according to the intent of 2 See, also, Montefiore v. Browne, 7 H. L. C. 241 ; Hawkins v. Kemp, 3 East, 410. Ch. 3) SURVIVAL OF POWERS 335 the parties, forasmuch as he hath not feofifees, that he himself shall be seised, &c. it shall not be so in construction of deeds ; and so there did not any uses arise, and therefore the lessor of the plaintiff hath not any title. Whereupon it was adjudged for the defendant. HOUELL V. BARNES. (Court of King's Bench, 1G34. Cro. Car. 382.) Upon a suit in chancery, a case was agreed by the counsel of both parties and referred to Jones, Berkli^y, and myself. Justices, to con- sider and certify our opinions. The case was, One Francis Barnes, seised of land in fee, deviseth it to his wife for her life, and afterwards orders the same to be sold by his executors hereunder named, and the moneys thereof coming to be divided amongst his nephews ; and of the said will made William Clerk and Robert Chesly his executors. William Clerk dies ; the wife is yet alive. Two questions were made : First, whether the said William Clerk and Robert Chesly had an interest by this devise, or but an authority ? Secondly, whether the surviving executor hath any authority to sell? We all resolved, that they have not any interest by this devise, but only an authority, and that thfe surviving executor, notwithstanding the death of his companion, may sell ; and so we certified our opin- ions. But whether he might sell the reversion immediately, or ought to stay until the death of the wife, was a doubt. Vide 30 Hen. 8, Br. "Devise," 31; 9 Edw. 3, pi. 16; Co. Lit. 112, 113, 136, 181; 8 Ass. 26.3 3 Accord: Brassey v. Chalmers, 4 De G., M. & G. 528, 536, reversing 16 Beav. 223, 231; Forbes v. Peacocli, 11 M. & W. 630; Peter v. Beverly, 10 Pet. (U. S.) 532, 5(>4, 9 L. Ed. 522; Osgood v. Franklin. 2 Johns. Ch. (N. Y.) 1, 7 Am. Dec. 513; Id., 14 Johns. (N. Y.) 527; Wardwell v. McDowell, 31 111. 364; Warden v. Richards, 11 Gray (Mass.) 277; Muldrow's Heirs v. Fox's Heirs, 2 Dana (Kv.) 78 ; Berrien v. Beri'ien, 4 N. J. E(i. 37 ; White v. Taylor, 1 Yeates (Pa.) 422; BredenUurg v. Bardin, 36 S. C. 197, 15 S. E. 372; Dick v. Harhy, 48 S. C. 516. 26 S. E. 900; Fitzgerald v. Standish, 102 Tenn. 383, 52 S. W. 294; Robertson v. Gaines, 2 Humph. (Tenn.) 367; Davis v. Christian, 15 Grat. (Va.) 11, 38 ; Wolfe v. Hines, 93 Ga. 329, 20 S. E. 322. Where the power is conferred upon executors to sell, not, however, to pay debts and legacies, but to hold the proceeds for the benefit of those entitled to the land, in place of the land, it has been held that the power does- not survive. Clinfelter v. Ayres, 16 111. 329 ; Wooldridge's Heirs v. Watkins, 3 Bibb (Ky.) 349 ; Shelton v. Homer, 5 Mete. (Mass.) 462 ; Chambers v. Tulane, 9 N. J. Eq. 146, 156; Clay v. Hart, 7 Dana (Ky.) 7; Tarver v. Haines, 55 Ala. 503 ; Robinson v. Allison, 74 Ala. 254. Ei^pecially where the language creat- ing the power reposes a personal confidence and discretion in the executors. Tarver v. Haines, 55 Ala. 503; Chambers v. Tulane, 9 N. J. Eq. 146; Clay v. 336 POWERS (Part 3 YATES V. COMPTON. (Court of Chancery, 1725. 2 P. Wins. 308.) A. devised that his executors should sell his land in Dale, and with the money arising by that sale and the surplus of his personal estate, should purchase an annuity of £100 for the life of Jane Styles, and should allow to her so much thereof as would maintain her and her children, and gave £30 to each child to be raised out of the said an- nuity and the personal estate he should die possessed of, and the over- plus of his personal estate he gave to Jane Styles, and made B. and C. executors. The testator died, and Jane Styles, the intended annuitant died within three months after him ; B. and C. the executors renouncing, administration with the will annexed was granted to the plaintifif who was also the administrator of Jane Styles (the intended annuitant) and with the children of Jane brought this bill against the heir of the testator, to compel him to join in a sale of these lands in Dale. For the defendant it was objected, that there wanted parties, in regard the executors ought to have been made defendants, for not- withstanding they had renounced yet the power of sale continued in them, and was altogether collateral to their executorship. But there being only a power and no estate devised to the execu- tors, this objection was over-ruled, (tamen Q.) The plaintiff's counsel then proceeding upon the merits, it was con tended on behalf of the heir, that as nothing but a bare power of salf; was given to the executors, so such power was for a particular pur- pose, to buy an annuity for Jane Styles, and forasmuch as that pur- pose could not now be answered, Jane Styles being dead, there ough< not to be any sale. That this was within the reason of the case where one devises land.i for the raising portions for daughters, and the daughters die before thev are marriageable, the lands ought not to be sold, but go to the heir at law ; so where lands are devised for payment of debts, and the testator himself lives to pay his debts, in such case there shall be no sale ; and here it was the same as if the intended annuitant had died in the life of the testator, in which case there should have been no sale, and by the same reason there ought to be no sale now. That neither Jane Styles or her children would be any sufferers by this construction, since if there had been a sale of the lands, and out of the money arising thereby an annuity had been purchased for Jane Styles, the same had determined by her death ; and the children could be no sufferers, because they were to have their maintenance only out Hart, 7 Dana (Ky.) 7; Robinson v. Allison, 74 Ala. 254. In the following cases, however, it was held that the power did survive: Farrar v. McCue, 89 K X. 139, 144 ; Dick v. Ilarby, 48 S. C. 51G, 518, 2G S. E. 900. Ch. 3) SURVIVAL OF POWERS 337 of the said annuity, which would now have been at an end had it been bought. That out of a very large estate of the testator, this farm in ques- tion, which was not above £20 per annum, was all that was left for the heir, and if any act of chance or providence should have thrown any pittance upon the heir, it would be hard for the Court to interpose to the prejudice of him who is the favourite of all Courts both of Law and Equity. But by Lord Chancellor [King]. The intention of the will was to give away all from the heir, to turn this land in question into per- sonal estate, and this must be taken as it was at the death of the tes- tator, and ought not to be altered by any subsequent accident. Then it was insisted, that the estate in question descended to the heir at law, for which reason he ought to have the rents till the sale. But THE Court denied this, it being by the will changed into per- sonal estate ; and said that if the executors had sold the land within three months after the testator's death, and before the death of Jane Styles the intended annuitant, then (probably) the executor of Jane Styles, should on her death have had the money, or (perhaps) she might in her life time have come into equity, and have prayed that at least part of the money should have been kept for the children, and not invested in the annuity ; nor ought the delay of the executors in not selling the land in question within the said three months to hurt Jane Styles the intended annuitant, or her children. So decreed the land to be sold,* and the money arising by the sale as personal estate to be paid to the plaintiff, he paying the children's legacies.^ But the heir at law was ordered his costs." * "And the heir to join in the sale." Reg. Lib. B. 172."). fol. 242. 5 Co. Lit. ll.^a. Hargraves' Note : "But whether Lord Coke's notion of the power not surviving, or the opposite one, most conforms to strictness of law, is not now of any great importance; as such a power, though extinct at law, would certainly be enforced in equity. This has long been the prac- tice of our courts of equity ; these rightly deeming the pui*pose for which the testator directs the money arising from the sale to be applied, to the substantial part of the devise, and the persons named to execute the power of selling to l>e mere trustees ; which brings the case within the general rule of ecpiity, that a trust shall never fail of execution for want of a trustee, and that if one is wanting the court shall execute the office. The relief is administered by considering the land, in whatever person vested, as bound by the trust, and compelling the heir, or other person having the legal es- tate, to perform it. There are many printed precedents of thus executing not only powers actually extinct at law, or supposed to be so, but also such as, in point of law. either for want of the will's naming by whom they should be executed, or because those named had died before the testator, nev- er could exist or take effect. Some of these precedents are as early as the reign of Charles the first. See Locton and Locton, 2 Freem. 1.36, and 1 Cha. Cas. 179. Garfoot and Garfoot, 1 Cha. Cas. 35. Gwilliam and Kowel, Ilardr. 204. Pitt and Pelham, 2 Freem. 134. 1 Cha. Rep. 283. and 1 Cha. Cas. 176. T. Jo. G Though by the Regist(>r's book the decree appears to have been as here stated, yet it is not mentioned in what right the Court took the plaintiff to bo entitled. — Rep. 4 Kales Prop. — 22 338 POWERS (Part 3 LANE V. DEBENHAM. (Court of Chancery, 1853. 11 Hare, ISS.) Daniel Foster, by his will, dated in 1843, gave and devised unto J. E. Lane and E. Powell, their executors and administrators, his free- hold house and premises, known as the Georg-e Inn, and the appurte- nances, a piece of freehold meadow land called Holywell, two free- hold cottag-es situated in Spicer-street, and a plot of ground at the corner of Dagnal-lane, all in Saint Albans ; and also all or any sum or sums of money which might be due or coming to him on the se- curity of any bill or bills, note or notes of hand or other memoran- dums, a schedule or list of which was therewith enclosed, all book or other contract debts, "and all other his (my) real and personal estate and effects whatsoever and wheresoever," and declared the trusts as follows : "That the sum of £2000 shall, as soon as convenient after my decease, be raised out of my said estates by sale or otherwise, at the discretion of my said trustees, and that the said sum of £2000 shall be invested in some good and safe security in the names of my said trustees, and the interest and dividends arising therefrom shall be appropriated to the maintenance, support, and education of my daugh- ter Sarah Ann, until she shall attain the age of twenty-one years, after which the said interest or dividends shall be duly paid to my said daughter half yearly for her separate use," for her life, or until the trusts thereof particularly created were otherwise determined. The testator then directed that the residue of his personal and real estate and effects should be invested or secured at the discretion of his trus- tees, and the rents, issues, and profits paid over to his wife for her life, subject to certain legacies to legatees therein named, to be paid 25. 1 Lev. 304. See also Max. of Eq. 57, and Vin. Abr. Devise, Q. e. and S. e. Nor do the courts of equity appear ever to have confined this relief, as they certainly do many kinds of aid, to persons of particular and favoured descriptions, such as wife, children, or creditors ; for though in some of the old cases, the persons relieved were of one or other of these descriptions, yet in others nearly of the same time the parties are not stated to have fallen within either of them ; and we have not heard of any case, in which relief has been refused on that account. See Locton and Locton already cited, and the case of Tenant and Browne cited in 1 Cha. Cas. ISO. Tlie reason of not favouring particular persons in this instance will api^ear evident, when it is considered that testamentary powers to sell are deemed to be in the nature of trusts, and trusts are executed in equity for all persons indiscriminately." See the following cases in support of the same rule: Tainter v. Clark, 13 Mete. (Mass.) 220, 230 ; Greenough and Wife v. Welles, 10 Cush. (Mass.) 571, 578, 579; Compton v. McMahan, 19 Mo. App. 494, 510. A power in executors does not usually survive, so that it may be exercised by an administrator with the will annexed. Conklin v. Egerton's Adm'r, 21 Wend. (N. Y.) 430; Wills v. Cowper & Parker, 2 Ohio, 124-132; In re Clay and Tetley, 16 Ch. Div. 3-7. See, however, the following cases, where the power seems to have been ex- ercisable by such an administrator : Putnam v. Story, 132 Mass. 205. 212 ; Mott V. Ackerman, 92 N. Y. 539-541 ; Wilcoxon, Adm'r, v. Reese, 63 Md. 542, 546. Ch. 3) SURVIVAL OF POWERS 339 at their respective ages of twenty-one. And the testator directed that, at the decease of his wife, all such rents, issues, and profits should thenceforth be paid to his daughter, her executors, adminis- trators, or assigns ; and in case his daughter should die leaving law- ful issue, then he directed that all the said real and personal estate and efifects should become the absolute property of such issue ; and in case his daughter should die before his wife, and leave no issue, he directed that all his said real and personal estate should be divided between certain nephews and nieces of himself and his wife therein named. By the usual trustee clauses, the testator declared, that his said trustee and trustees of that his will should be charged and chargeable only with such moneys as they should actually receive by virtue of the trusts thereby reposed in them, «S:c. ; and that it should be lawful for his said trustees respectively, by and out of the moneys which should come to their or his hands, to retain or allow to each other all costs, &c. ; but there was no clause declaring that the re- ceipts of the trustees or trustee should be an indemnity to purchasers of the testator's estate for the moneys therein expressed to be re- ceived. The testator thereby appointed his wife executrix, and Lane and Powell trustees and executors of his will ; and he died in 1845. Lane and Powell and the widow proved the will, and the two former accepted and acted in the trusts of the devise. Powell died in 1851, the £2000 not having been raised. Lane, for the purpose of raising the £2000, caused certain of the devised premises to be offered for sale by public auction on the 19th May, 1852. The ninth condition of sale was as follows : — The whole of the property is sold by the vendor under the trusts of the will of Mr. Daniel Foster, deceased, the produce of which is to be invested upon the trusts of such will, and the purchaser shall be satisfied with the investment by the vendor, or, in case of his death, by his personal representatives, of the purchase-money for each lot (after deducting the costs incident to the sale of the property) within twenty-one days after the receipt of such purchase-money, in the name of the vendor or his personal representatives, in such of the public funds as he or they may elect ; and he or they will, if required by any purchaser, sign a declaration, that such investment is made on the trusts of the will of the said Daniel Foster, every such declaration to be prepared and executed at the expense of every purchaser requiring the same ; and the respective purchasers are hereby excluded from making any ol>- jection to the title on account of the omission from the said will of a clause authorizing his trustees or the vendor to give discharges for the purchase-money of the property to be sold under the trusts of the will. The defendant G. Debenham became, at the sale, the purchaser of Lot 1. He subsequently objected to the title, on the ground that the trust in the will for raising the sum of £2000 could not be exercised bv 340 POWERS (Part 3 the plaintiff as the surviving trustee. This question the parties agreed to submit to the court in the form of a special case. Vice-Chancellor [Sir William Page Wood]. The devise in this case to Lane and Powell, their executors and administrators, of the specific freehold estate and other property, "and all other his real and personal estate and effects whatsoever and wheresoever," upon the trusts subsequently declared, is a devise which clearly passes the whole fee to the trustees, although the words executors and adminis- trators are inapt words as to the realty. The question as to the mode of raising the £2000 will not arise, unless the legatee for whose bene- fit it was intended is alive, a fact which is not stated in the special case. Looking at the question, which, it appears by a letter stated in the case, was asked by the purchaser, whether that person were alive, — to the fact that the abstract was then sent, and that the objection taken was that the discretion as to sale cannot be exercised by one trustee alone, and that the sum might be raised otherwise, I think I may assume the fact of the existence of the party interested at the time of the sale. It will be proper that the declaration of the court should be prefaced by reciting that it proceeds upon that assumption. The main cjuestion is, whether or not, there being a direct trust to raise £2000 by sale or otherwise,^ — and thus a discretion to be exercis- ed, and one of the trustees being dead, — it is thereby rendered impos- sible for the surviving trustee to execute this trust without the direc- tion of the court. The money, it is clear, must be raised; can the surviving trustee raise it by means of a sale, or is it necessary to come to the court in order that the court may exercise its discretion whether it is to be by sale, by mortgage, or by some other appropria- tion? Air. Walker has argued, that, whether the case be one of a power or a trust, if it be confided to two persons, or if it be a mere trust for sale, if it be said that the sale is to be made by two persons, a sur- vivor of the two can never execute it. The argument proceeds, as it appears to me, upon an entire disregard of the distinction between powers and trusts. No doubt, where it is a naked power given to two persons, that will not survive to one of them, unless there be ex- press words, or a necessary implication upon the whole will, showing it to be the intention that it should do so. But the ground of that rule is, that, where the testator has disposed of his property in one direction, subject to a power in two or more persons enabling them to divert it in another direction, the property will go as the testator has first directed, unless the persons to whom he has given the power of controlling the disposition exercise that power. He, therefore, to whom the testator has given the property, subject to having it taken from him by the exercise of the power, has a right to say that it must be exercised modo et forma. It is therefore a rule of law, that, in all cases of powers, the previous estate is not to be defeated unless the Ch. 3) -' SURVIVAL OF POWERS 341 power be exercised in the manner specifically directed. When, on the other hand, a testator gives his property, not to one party subject to a power in others, but to trustees, upon special trusts, with a direc- tion to carry his purposes into effect, it is the duty of the trustees to execute the trust ; thus, if the direction be to raise a certain sum of money, the estate is thereby at once charged, and it becomes the duty of the trustees to raise the charge so created. If an estate be devised to A. and B. upon trust to sell, and thereby raise such a sum, it is I think a novel argument, that, after A.'s death, B. cannot sell the es- tate and execute the trust. In Nicloson v. Wordsworth, 2 Swanst. 365, and Crewe v. Dicken, 4 Ves. 97, and that class of cases, the question was a different one, — whether, under a devise to several persons, upon trust to sell, — where the sale takes place in the lifetime of one who has released or dis- claimed the trust, the other trustees, in whom the estate is vested by such release, can execute the trust. In Crewe v. Dicken, there was a gift to A. and B., in trust that they and the survivor of them should sell. One disclaimed, so that in fact the sale was not made by the survivor, and the question was whether the other trustee could sell. Mr. Walker said, that that class of cases turned on the construction given to the word survivor ; but it was not only that — it was a ques- tion whether, in an event not contemplated by the testator, a person who was acting in the trusts, and in whom the devised estate was vested, could make a good title. In Nicloson v. Wordsworth, Lord Eldon said, he had not much doubt, and that in his own case, if he were himself the purchaser, he would not reject the title on that ground alone. Where there is a power given to A. and B., and no estate given to them, if A. dies or renounces, B. alone cannot make a title. Lord St. Leonards thus states the rule : — "It is regularly true at common law, that a naked authority given to several cannot sur- vive" (1 Sugd. Pow. 143); and he adds, "the same doctrine applies to powers operating under the Statute of Uses ;" and he cites the case from Dyer, "where cestui que use in fee, before the Statute of Uses, willed that his feoffees A., B., and C. should suffer his wife to take the profits for her life, and that after her decease the premises should be sold by his said feoffees, — one of the feoffees died, and then the wife died ;" and it was ruled that the survivors could not sell. But if an estate be given to two persons, upon trust to sell, there is no doubt the survivor may sell. The case is then within the rule put bv Lord Coke, and which I am not aware has ever been disputed, that "as the estate, so the trust shall survive." The case of Cooke v. Crawford, 13 Sim. 91, and others, which were relied upon, turned upon the question, whether the trustee could dele- gate his authority. The parties to whom the estate had been devised for sale had attempted to transfer or devise it to others ; and it was held, that the parties thus irregularly constituted trustees of the estate 342 POWERS (Part 3 could not exercise the powers, or sell or give discharges to the pur- chasers. The case before the Master of the Rolls, :M'Donald v. Walker, 14 Beav. 556, was of the same description. The estate and powers were given to two trustees and the survivor of them ; and the question was, whether the survivor could hand over to a devisee of the estate the performance of the powers also ; and the Master of the Rolls held that to be so doubtful, that he could not force it upon an unwill- ing purchaser. Here the estate has not been transferred or devised to other persons, but remains in the survivor of the trustees, in whom the testator placed it. The real difficulty, if it be one, is in the second point ; upon which the argument for the defendant proceeded, — the trust to raise "by sale or otherwise." I do not think the words, "at their discretion," are im- portant. It is said, that the sum might be raised by mortgage or ap- propriation ; and that this is a species of authority which the court will not permit one person to exercise, where it was given originally to two. If, it was asked, the authority follows the estate, — when, on the decease of the trustee, the real and personal estate is separated, — with which estate does it go ? Is the heir or the executor to have it ? I do not say that a difficulty might not arise upon this point, but it has not arisen. There might be some question whether the authority had come to an end if the real and personal estate had fallen into different hands ; but one trustee still alive ; and I apprehend, that where you have an absolute trust to raise out of a common fund a sum of money, either by sale or otherwise, in clear terms, as in this case, there is no such difficulty as has been suggested. The sum be- ing necessary to be raised, it is clear, that, if the case were brought here, the court would direct the surviving trustee to raise the money, he having the whole legal estate, and being subject to the obligation to execute the trust. He has the same power as was given to the two trustees, — a power arising from the combined circumstances of the absolute duty which is imposed upon him, accompanied by an estate which enables him to perform it. The trustee has, in this case, executed the duty which the trust has cast upon him ; and I am asked by the defendant to say, that, in doing so, he has committed a breach of trust, because he has proceeded to raise the money after the death of his co-trustee. If I were to lay down such a rule, where is it to stop? It would follow, that, when- ever an estate is vested in two or more trustees to raise a sum by sale or mortgage, or even to sell by auction or private contract, the parties must, after the death of one of the trustees, come to this court for directions before they can execute the trust. The court has not better means of exercising the option than the party against whom the objection is taken, nor are its means so good. I think, as I have Ch. 3) SURVIVAL OF POWERS 343 observed, that the fallacy of the argument on behalf of the defendant is in mixing together the rules applicable to bare powers or authori- ties, and those applying to interests. '^ 'Accord: In re Bacon [1907] 1 Cli. 475; Faulkner v. Lowe, 2 Exch. 581, 594 ; Hind v. Poole, 1 Kay & J. 883 ; Eaton v. Smith, 2 Beav. 2:3(5 ; Reid v. Reid, 8 Jur. 499; Attorney (ieneral v. Gleg, 1 Atk. o5G; In re Cookes' Con- tract, 4 Ch. Div. 454; Golder v. Bressler, 105 111. 419; Gray v. Lynch, 8 Gill (Md.) 403; Gutman v. Buckler, 69 Md. 7, 13 Atl. 635; Bradford v. Monks, 132 Mass. 405; Putnam v. Fisher, 30 Me. 523; Gaines v. Fender, 82 Mo. 497, 506. It has been held that it made no difference that the instrument creating the trust provided for the filling of vacancies among the trustees and that the new trustees were given all the powers of the old trustees. In such case, therefore, the sole surviving trustee could exercise the power of sale though the vacancies had not been filled. Belmont v. O'Brien. 12 N. Y. 394; Parker v. Sears, 117 Mass. 513. But see O'Brien v. Battle, 98 Ga. 766, 25 S. E. 780. If the iK>wer in trustees is to appoint in a manner different from that pre- scribed by the settlor, it has been held that the power, though given, pro- ceeds generally, was exercisable only by those named, so that upon the death of one, the power could not be exercised. See Cole v. Wade, 16 Ves. Jr. 27 ; Hadlev v. Hadley, 147 Ind. 423, 46 N. E. 823 ; Dillard v. Dillard, 97 Va. 434, 34 S. E. 60. But in In re Smith [1904] 1 Ch. 139, where the power was given to my "said trustees" to sell and apply the principal for the wife, who took a life estate, it was held that the power could be exercised by any trustee for the time being. In Pennsylvania Co. v. Bauerle, 143 111. 459, 33 N. E. 166, where the power of sale was given to four trustees, all of whom qualified in Pennsylvania, the domicile of the testator, but one of whom was a Pennsylvania corporation which did not comply with the laws of Illinois, and therefore could not act in the sale of Illinois land with the other trustees, it was held that the power could not be exercised by the three trustees who were competent to act in the sale of Illinois real estate, and that specific performance would not be decreed for the trustees against a purchaser. 34i POWERS (Part 3 CHAPTER IV POWERS IN TRUST AND GIFTS IMPLIED IN DEFAULT OF APPOINTMENT . HARDING V. GLYN. (Court of Chancery, 1739. 1 Atk. 4G9.) Nicholas Harding in 1701 made his will, and thereby gave "To Eliza- beth his wife all liis estate, leases, and intere st in his house in Hatton Garden, ancTall the goods, furniture, and chattels therein at the time of his death, and also all his plate, linen, jewels, and other wearing apparel, but did desire her at or before her deat h , to giv e such leases, house, furniture, p^oods and chattels, plate and jewels, u nto and amon g s uch of his own relations, as she should th ink_m ost deserving and ap - prove of," and made his w-ife executrix, and died the 23d of January, 1736. without issue. Elizabeth his widow made her will on the 12th of June, 1737, "and thereby gave a ll her estate, right. "litle. and interest to Henry Swin- dell in the hous e in Hatton G arden, which her husband had bequeathed to her in manner aforesaid ; and after giving several legacies, be- queathed the residue of her personal estate to the defendant Glyn and two other persons, and made them executors," and soon after died, w ithout having given nt_pr before hercTeat hthegoods in the said house, or without having disposed of any of her husband's jewels^to hirTelations^ " I'he pfaint ififs insisting that Elizabeth Harding hacl _ji o property in the said furniture and jewels b ut for life , with a limited power of disposing of t he" same to her hu sband's rel ations^which s he has JlTDt done^ brouglrttheir bill in ordoF thatThey might be dist. ibute d amongst his relations, accorclmg to the rule ot distribution of intes- tate's ettects. ' Master 5F the Rolls [Hox. Johx Verney]. The first question is, if this is vested absolutely in the w'ife? And the second, if it is to be considered as undisposed of, after her death, vvdio are entitled to it? As to the first, it is clear the wife w as intended to take only benefi- cially during her life ; there are lio technical words in a will, but the manifest intent of the testator is to take place, and the words willing or desiring have been _f requentlv constru ed to amount to a trust, Kacles" & ux. v.lSngland & ux., 2 Vern. 466, and the only doubt arises upon the persons who are to take after her. Where the uncertainty is such, that it is impossible for the court to determine what persons are meant, it is very strong for the court to Ch. 4) POWERS IN TRUST AND GIFTS IMPLIED * 345 construe it only as a recommendation to the first devisee, and make it absolute as to him ; but here t he word r el ations is a legj^a l descrip tion , and this is a devise to such relations, and operates as a trust in the wife by way of power of naming and apportioning, and her non-p er- fo rmance ' of the power shall not ma ke the devise void, but the pow er s hall de volve on the c ourt ; and though this is not to pass by virtue of the Statute ot Uistnbution s, yet that i s a good rule for the court to g o by\ ^^nd therefore 1 think it ought to be divided among such of the relations of the test ator Nicholas Harding, who were his next of ki n at her death; and~do order, that so much of the said household goods in Hatton Garden, and other personal estate of the said testator Nich- olas Harding, devised by his will to the said Elizabeth Harding his wife, which she did not dispose of according to the power given her thereby, in case the same remains in specie, or the value thereof, be delivered to the next of kin of the said testator Nicholas Harding, to be divided equally amongst them, to take place from the time of the death of the said Elizabeth Harding.^ * In re PHENE'S TRUSTS. (Court of Chancery, ISCS. L. R. 5 Eq. 346.) Edward Phene, by his will, dated the 2nd of November, 1836, be- queathed to his executo rs the sum of £3000 £3 per cent Reduced An- nuities, up on trus ts for the benefit of his s ifter rha rlnffe ]\Iill during h er life ; and from and immediately after her death "in trust for the benefit of her children, to do that whicTTThey, m y execut ors, may think most to their advantage?" Cha rlotte M ill die^Tbn the 28thof^ Mav, 1867, having had issue five ch ildren , two of~whom died m tier jl fetime. Of the other three, one h ad n ^t bee n heard~of for many years , another ^l ed ^iTjan iiary, 1868, and_the third was still living. The~executors named in the will died in the lifetime of Charlotte Mill, and theTund was after her death transferred into court by the le- gal personal representatives of the surviving executor. A petition was now presented by the surviving child of Charlotte Mill for payment or transfer to him of such share of the fund as he was entitled to under the will of the testator. Two questions were raised: 1. Whether the children who prede- ceased the tenant for life took any interest in the fund ; and 2. If they did not, whether the children who survived the tenant for life took as tenants in common or as joint tenants. 1 See. also. Doyley v. Atty. Heneral, 4 Yin. Abr. 48.5. pi. 16 (1735) ; Brown ▼. Higgs, 4 Ves. 708 (1799), 5 Yes. 49.5 (1800), 8 Yes. 561 (1803). 346 POWERS (Part 3 Lord Romilly, M. R. I think itjs_very clear that only_t he chi l- dren who survived t heir mother take, and tliat they^take a s tenants in common; TITe~case of Brow n v. Higg- s. 8 Ves. 561, shows that a Je stator ma y give tohis ^ executors a n_ar bitrary power of determi ning to whom a fund shall go ; and t hat if he jdoes_so, this arb itrary discretio ij^can be'exercisedjonl y bylhe person s_to_who m it is given : _everi_the^court ca nnot_ exercise^ it . The testator mayalso say that the discretion shall be exercised at a particular time ; and I think he does so here by fixing the time when the fund is to become divisible. Again, you must consider who are the objects of the discretion; they must be persons in existence at the time when the discretion is exercised ; the discretion cannot be exercised for the benefit of a dead person. Now, the gift here is from and after the death of the tenant for life, for the benefit of her children, to do that which the executors might think most to their advantage. I t hink that gi ves the fund to the exec- utors to divide among the class oF childre n who siirvive t he t enanTTor lifL-JIlie. cOUfris"perfonnin£jt he"'oHrce oTthe execut o rs, and rn ust^ve the same iLjjtX Uie same _2ersons. Then the testator says to his executors, "You may give it amongst that class as you think fit." That does not create a joint tenancy, because his meaning clearly is, that the executors are to divide the_ and the^ court fundj and the^courtT'standing in~their place, must also divide it, that is, give it to the objects of the testator's bounty as tenants in common.^ CASTERTON v. SUTHERLAND. (Court of Chancery, 1804, 9 Ves. 445.) Thomas Fowler, by his will, dated the 30th of January, 1766, de- vised all his freehold lands, &c., in Chelsea, or elsewhere, to his wife Lucy for her life, and from and af ter her deceas e to \i\'^ ybi1drptr-in the following manner : "Unto and a mongst all and every our children , in such manner and in such proportions as my said ^vvife _shall either in her lifetime or by her last will and testame nt direc t_an^^P£Qiflt-_" He~empowefed his wife to sell the estates, and to lay out the money, and receive the interest for her life ; and after her decease he di- rected and appointed the same, both principal and interest, to be paid and applied "to and among our children in such proportions as afore- said." He appointed his wife executrix. The testator l^f t his w jje surviving him, ajid five children : John, Thomas, William, Henry, and Lucy. T ohrL_ Thomas, and William d ied inf ants and unmarrie d in the life of their mother. Henry attained 21, and married; but die3 2 Accord: In re White's Trusts, H. R. V. Johns. 656 (1860); Carthew v, Euraght, 20 W. R. 743. Ch. 4) POWERS IN TRUST AND GIFTS IMPLIED 347 in the life of his mother; leaving iss ue one daughter. Sar ah Caster- toiTI Luc y, the daug hter, survTveH^U her brothers; but die3~also in the life ofli er mother; having married the defendant Thoniaj^ S u th- erla nd the~e lder ; byjwhom she had issue the othei^de f endant, Thomas S' uther landthe younger. Th e widow died: not having ex ecuted ^ny appo intment. The bill was filed by James Casterton and Sarah, his wife; claiming in her right under the will. The Master of the Rolls [Sir William Grant] was clearly of opinion, upon Reade v. Reade [5 Ves. 744], that this was a tenancy in common among the children in fifths, subject to the power of ap- pointment; and that though in the devise of the lands in the first part of the will there were no words of inheritance, yet in the sub- sequent part the testator giving his wife power to sell the estate, and appointing the money, both principal and interest, among the chil- dren, as the testator could not be supposed to intend to give them a larger interest in that part than in the former, they took several estates of inheritance. The decree declared, that the children of the testator, living at his decease, became entitled equally as tenants in_c ommon to the Freehgld estates^ of whichTie (Iied^ seTsed, subject to the^sta te for life and powe r 6 i appomt ment oftTie widow; and, the widow having made no appoint- ment, the pTamtiff Sarah Casterton, as only child and heiress at law of her father H enry Fowler, who Avas heir at law of his brothers Wi l- liam, Tho mas, and John , who survived the testator, and died unmar- ried, and without issue, is in the events, that have happened, entitled to four fift hs ; and the testator's daughter Lucy, the deceased wife of Thomas Sutherland the elder, was entitled to t he remaining fifth ; and th^defe ndant Thomas Sutherland the younger is entitled, as her oiily" son, to that fifth.^ KENNEDY v. KINGSTON. (Court of Chancery, 1S21. 2 Jac. & W. 431.) Ann Ashby, by her will, dated the 3d of August 1785, bequeathed as follows : After the decease of my sister Charlotte Williams, I give £500 to my cousin Ann Rawlins for her life, and at her decease to divide it in portions as"~^he shall chuse "to her children ; and i n case" she "dies before meT"! leave the sum to be equally divided amongst 8 Accord : Faulkner v. Wynford, 15 L. J. N. S. 8 (1845) (devise to trustees ■with active duties in trust for the daughter for life, at her decease to "re- ceive the same to and for the use and benefit of all such child and children as she might leave, equally between them, share and share alike, at his and their ages of twenty-five years, in such manner and form as his [the testa- tor's] said daughter should by deed or w-ill direct" ; in case he left no child, or her children should die before 25, then over). See, also, Burrough v. Philcox, 5 Myl. & C. 72 (1840) ; Lambert v. Thwaites, L. R. 2 Eq. 151 (1866) ; Wilson v. Duguid, 24 Ch. Div. 244 (1883). 348 POWERS (Part 3 her children, after the decease of my sister Charlotte Williams." She appointed her sister sole executrix; who survived her, and died in the year 1795. Ann Rawlins had four children, William Rawlins, Charlotte Hawkes- worth, Jane Walsh and Elizabeth Ann Rainsford. W. Rawlins died in the year 1807; and after his death, Ann Rawlins made a will, by which she appointed i250, part of the sum of i500, to her daughter, E. A. Rainsford; £100 to C. Hawkesworth, and the remaining £150 to Jane Walsh. She survived her daughter E. A. Rainsford, and made a codicil to her will, which however did not affect the sum of £250 ap- pointed to her. She died in November 1812, leaving her two daugh- ters C. Hawkesworth and Jane Walsh surviving her. C. Hawkesworth died in the year 1809 [1819?]. A suit had been instituted, having for one of its objects, to secure the legacy of £500, and a petition was now presented, praying that the rights of the parties to it might be declared. The INIaster of the Rolls [Sir Thomas Plumer]. This ques- tion arises on a very short clause in a will ; the sum is given to Ann Rawlins for her life, "and at her decease to divide it in portions as she shall choose to her children." It is first to be considered what is the import of these words, taken alone, without reference to those which follow. Two out of the four children died in the lifetime of the donee of the power, one before and the other after the execution of the ap- pointment. The question will be, whether it is not to be construed as pointing out as the objects of bounty those only who should survive the mother; for the power given is, to divide at her decease. Then, could it be executed in favour of one who died in her lifetime? The term children is general, but a s the power is t o be ex ecuted at her de- cease, it must be for the benefit of those then capaBTe oTTalangT Tt is, therefore, necessarily confined to children in existence ail the" time of her death. Therefore none but the two who have survived can take under the power; they are clearly entitled to the sums appointed'Tb them. The difficulty is with respect to the part as to which there is, in the events that have happened, a non-execution. There is no gift over in default of appointment in express terms ; but if the mother had died without making any appointment, would not the children surviving her have been entitled? would they, though certainly objects of the tes- ta!inx^ bounty, have taken nothing? Upon that question the case be- comes one of that class where the objects of the power are definite, and the power is only to appoint the proportions in which they are to take, without excluding any ; for here the mother must have given a share to each ; she could not have made an exclusive or an illusory ap- pointment. The power, therefore, must be understood as tacitly in- cluding a provision for "ari" equal division of the fund amongst the xrb- jects, in the event of no appointment being made The two who sur- Ch, 4) POWERS IN TRUST AND GIFTS IMPLIED 34^ vived would, therefore, be the only persons to take ; they only could take under an appointment, and if no appointment were made, they would t ake by necessary implicati on. Supposing that to be the construction, if the bequest were confined to the first clause, the next question is whether the other part makes any difiference? In case of Ann Rawlins dying before the testatrix, tHe~suniTs to be equally divided amongst the children; and it is said that the mention of one event upon which they were to take in de- fault of appointment, is an exclusion of any other ; and that it was, therefore, not meant to go to them except upon an event that has not happened. But this does not appear to me to be a necessary conse- quence. She might die in the lifetime of the testatrix ; she might sur- vive and make a complete appointment ; or she might survive and make an incomplete appointment. There is no provision in express terms for the event which has actually happened of her surviving and mak- i n g an i iTc ci m pi e t e appointment or for her making no appointment. at all : liut that is quite consistent with the express provision for her dy- ing before the testatrix, as in that event the fund was not disposed of by tBFprevious part of the will. It does not, therefore, seem to me that this provision annihilates the implication arising from the previous part of the sentence^ which I consi(rer as embracing a power to appoint to the children who should survive, with" a gift to them in default of appointment. The t wo sur - vivors, therefore, arc entitled alone to the whole sum.* 4 See, also, Walsh v. Wallinger (1830) 2 R. & Myl, 78 (devise to trustees upon trust to sell, and, after paying expenses, encumbruEces and debts, to pay the residue "'unto his said 3ifei_ia_and for her own use and benetit. und di.sposal, trusting that she would thereout provide for and maintain his family, and particularly his only son ; and at her decease, give and be(lu^'ath the same to her children by him in such "milliner as she should appoint") Fr o?1and v. Tearson (1SG7) L. R. 3 Eq. G5S (testator appoints wife execntrix and gives her for her sole u se du ring her life all his property, both person- al and real, and then proceeded,"! |ilso direct her, my dear wife aforesaid, to pay my funeral expenses, and all my just debts, and at her decease to m^ke s uch a distribution and disposal of all my then remaining property"" aiiiong Tny~chlldren as may seem just and equitable, according to her best discretion arrd consideration'"). ■3ToOTFT.Tfolliot, 19 L. R. Ir. 499 (1SS7): Devise to three nieces for their joint and several lives subject to the following: "In leaving my property to' rny three nieces as~co-heirs, it is my wish that if mj' nephew James Wil- liam Chaine conducts himself to their satisfaction the (sic) shall leave him the property I now leave to them." In the absence of any appointment and the nephew having predeceased the nieces, thus claiming that the nephew was not entitled, but the heirs at law of the testator were entitled, The Mas- ter of Rolls said: "There are several classes of cases in which the question arises wt\gtJiei:_ a power to appoint is a mere power, so that its noii-execution defeats the objects, or whether it is to be regarded as in the nature of a trust l;o wUTclf thrsTTourt will give effect, even when the power is not executed, """^ **FtTg^2^n est ate of inher itance, w ith power of appointnunit. If the lan- guagF'Qsed ih fte execulion of the power amounts to a precatory trust, the trust will fasten itself on the inheritance: the donee of the poWfifWill be 350 POWERS (Part 3 In re WEEKES' SETTLEMENT. (Chancery Division, 1897. L. R, 1 Cli. 2S9.) Summons for payment out of court of a sum of Consols standing to the credit of ex parte the London, Brighton and South Coast Rail- way Company, the account of the persons interested in Brookside Farm under the settlement referred to in the summons. By a settlement dated April 27, 1857, made on the marriage of Emily Maiy W'eekes with James Slade, certain real prop erty_to which Emily Alary Weekes was entitled, which included the remainder in fee of Brookside Farm expectant on the death of her mother, was se ttled t o uses in favour of the intended wife for life, and upon her death_as_she should, whether covert or sole, by will appoint, and in default of ap- pointment to the use of the person or persons who at the decease of E. M. Weekes would have been entitled thereto by descent in case she had died seised thereof by purchase intestate and a widow. By a settlement of even date certain pe rsonal pro perty therein de- scribed was settled in favour of James Slade and his wife during their lives and the life of the survivor, and afte£ the decease of the sur- vivor in trust for the issue of the marriage as the. husband and wife should by deed jointly appoint, and in default as the survivor should by deed or will appoint, and in default of appointment for all the chil- bound to execute it, and if lie fail to do so the court will carry it into effect as if he had. This is the case of Brown v. Higgs, 4 Ves. 708, 5 Yes. 495, 499, 8 Ves. 561, IS Ves. 192, and the like. In Bruwn v. Higgs stress is laid on the circumstances that the testator had given the donee of the power 'an interest extensive enough to enable him to discharge it.' "O n the o ther hand, if the words used indicate a mere power, and do not impose an obligation, or even amount to a request, then the court will treat the power to appoint as mere surplusage — such a power being involved in the nature of the estate already conferred on the donee. In such a case, if the power be not exercised, the court will of course not interfere. * * »- "There is however, a distinct class of cases where the donee of the power takes not more than a life estate. In these, however clear the expression of desire on the part of the donor in favor of a particular person or class of persons may be, yet, as the donee has no estate, or none beyond his life, the trust to exercise the power is as such personal, and does not directly attach upon the inheritance, save in so far as the court finds in the lan- guage an implication in favor of the objects of the power in default of ap- pointment. In this case, if they take the estate they take it by implication, and thus by way of limitation under the instrument creating the power. In the former class of cases the court acts by executing the power in lieu of the donee; in the latter by simply giving effect to the estate implied in the words of the deed or will. "That such an implication may arise from the language in which the pow- er to appoint is itself couched, without anj'thing else, is well settled ; and in the case now before me it is not disputed that an implication is to be dis- covered in favor of James W. Chaine. The question in dispute is, what is the estate or interest to be implied, and in what event? I am of opinion that in cases where the implication is to be gathered from the words of the power to appoint, and from them alone, the estate cannot be greater than the greatest estate which the object would have taken under the power, and that no estate can lie implied when the exercise of the power by the donee, if living, would have been impossible." Ch. 4) POWERS IX TRUST AND GIFTS IMPLIED 351 dren who being a son or sons should attain twenty-one, or being a daiighler or daughters should attain that age or marry, and if more than one in equal shares. Pursuant to the powers given to them by their Acts the London, Brighton and South Coast Railway Company took certain parts of the Brookside farm and paid the purchase money into Court, and the Coh- sol?-*ft-€o«rt represented such purchase-money. "Hmily Alary Slade died in Alay, 1885, having made her will, dated April 15, 1885, which so far as is material was in the following words: "I bequeath to my husband James Slade a_2ife interest in all property real or personal which may come to me in accordance with the will of myTate father Richard Weekes and also in the house which I took under the will of my late cousin George Weekes and I give to him power to dispose of all such property by will amongst our children in accordance witli the_|)ower granted to him as regards the other prop- erty which I have under my marriage settlements. I also bequeath unto him the said James Slade all my effects clothes jewellry and other articles to be at his entire will and disposal." The will contained nq^ gift over in default of appointment. Jarnes Slade died in February, 1893, intestate and without having exercised the power of disposition given him by the will of his wife, Emily ]\Iary Slade. There were fourteen children of the marriage, eight of whom sur- vived their mother and were living. "The tenant for lif 2 having recently died, this was an application for payment out of the Consols in court in eighths on the ground that the win of Emily Mary Slade gave to James Slade a life interest in the Brookside Farm with a power to appoint among the children of tlie marriage, and that this power not having been exercised the children were entitled equally. The respondent, the eldest son, claimed _the Consols as heir-at-law oL Kmily.MaryJ^^eek^s. Romer7J. By the settlement of April 27, 1857, the property now represented by the Consols in court was settled on Emily Mary Slade for life with remainder as she should by will appoint, and with a gift over in default of appointment. By her will, dated April 15, 1885, j\Irs. Slade bequeathed the prop- erty in the following terms: [His Lordship read the will as above set out.] The husband did not exercise the power of appointment, and the question is whether the children take in default of appointment. Now, apart from the authorities, I should gather from the ternis__gf the will that it was a mere power that was conferred on tlie husband, and not^qn^ coupled_iYith a trust tb.at hejvvas bound to exercise. I see tiq w.CUlds. in the will to justify me in holding that the testatrix in- tended that tlie children should take if her husband did not execute the power. ~ ~~ :^53 POWERS (Part 3 This is not a case of a gift to the children with power to the hus- band to seTect,"or to such of the children as the husband should," se- lecl'by exercising the power. If in this case the testatrix really intended to give a life interest to her husband and a mere power to appoint if he chose, and intended if he did not think fit to appoint that the property should go as in de- fault of appointment according to the settlement, why should she be bound to say more than she has said in this will ? I come to the conclusion on the words of this will that the testatrix only intended to give a life interest and a power to her husband — cer- tainly she has not said more than that. Am I then bound by the authorities to hold otherwise? I think I am not. The authorities do not shew, in my opinion, that there is a hard and fast rule that a gift to A. for life with a power to A. to~ap- point among a class and nothing more must, if there is no gift over in the will, be held a gift by implication to the class in default of the power being exercised. In my opinion the cases shew (though there may be found here and there certain remarks of a few learned judges which, if not interpreted by the facts of the particular case before them, might seem to have a more extended operation) that you must find in the will an indication that the testatrix did intend the class or some of the class to take — intended in fact that the power should be regarded in the nature of a trust — only a power of selection being given, as, for example, a gift to A. for life with a gift over to such of a class as A. shall appoint. I will now examine the authorities which have been cited, and shew that this is so, though I may remark that the case before me is pe- culiar in this, that there is a gift over in default of appointment by the husband by force of the settlement, so that this will need not in aiiycase come within the general proposition above stated. N"ow do the authorities bear out what I have stated ? One of them, an Irish case, Healy v. Donnery, 3 Ir. C. L. Rep. 213, clearly tells against the proposition contended for. In that case there was a gift of a freehold interest to a daughter for life, with power by deed or will to dispose of the same to and among her children, with no gift over in default of appointment. There was indeed a residuary gift, but that, as pointed out by the Court of Appeal in In re Brierley, 43 W. R. 36, is not equivalent to a gift over in default of appointment for the purposes of the above proposition. The case, therefore, was mere- ly a devise for life with power by deed or will to appoint the remain- der to and among the children, and that was held not to give an es- tate~by implication to the children. The proposition now contended for was then urged also by the party who failed, and was thus dealt with by Pennefather, B. in his judgment, 3 Ir. C. L. Rep. 216: "It is argued that the power to appoint among the children' is tantamount to a trust created for them. I have always considered that there was a Ch. 4) POWERS IN TRUST AND GIFTS IMPLIED 353 distinction between a mere power and one coupled with a trust; and though I called on counsel for an authority to the contrary, no such case has been cited. But particular cases have been cited, in which Courts have thought that they collected from the peculiar words of the power an intention of the testator to give to children in default of appointment. The general position" (quaere proposition) "contended for by the defendant's counsel has never been laid down ; and I cannot say that this case falls within the authority of any of the cases cited." But other cases have been cited to me, so I will refer to them also, and shew that this statement of the law by Pennefather, B., is cor- rect. In Brown v. Higgs, 4 Ves. 708, the gift was as follows : [His Lord- ship stated" the gift.] In other w^ords, it was a gift of the kind I have before indicated — a gift to such of the children as a certain^^er- son should appoint, that is to say, there was a mere power, oi.jsslec- tiotTgrven. The will on its wording sufficiently set forth the inten- tio*!! that the class or some of the class should take. That this was really the ground of the decision of the Master of the Rolls (Lord Alvanley) is apparent from his judgment, for he says, 4 Ves. 719: "Upon the true construction of this will I am of opinion, it is equiv- alent to saying, he gives to the children of Samuel Brown or of William Augustus Brown, with a power to John Brown to select any he thinks fit and to exclude the others ; and it is too much to contend that nothing is intended for them exclusive of the appointment of John Brown. The fair construction is, that at all events the testator meant it to go to the children ; and these words of appointment he used only to give a power to John Brown to select some and exclude the oth- ers." That is to say, where you can find that the power is only a power to select, the gift being to a class, of course, if the power is not executed the class take. That case came before the Court again. 5 Ves. 495. The particular point that I am considering is dealt with, 5 Ves. 500, and Lord Alvanley, again considering the case, says this, after referring to the words of the will: "Upon this disposition and the facts, that have taken place, the question is, whether this sentence in the will, upon which the question arises, is to be considered as mere- ly giving John Brown a power if he thinks fit, to give the profits of the farm, of which he was the trustee, to the children of Samuel Brown or William Augustus Brown, or whether upon the true construction it is anything more or less than a mere trust in him, with a power to single out any he m'ght think more deserving, but a gift to him in trust for these children at all events; and I am of the same opinion, upon very full consideration, and after the very able arguments I have heard to shake that opinion, that it is a trust, and not a power in John Brown ; and that his nonexercise of that power, or the circumstances of TTis being incapable of exercising it, will not prevent the objects of the testator's bounty from taking in some manner ; though the power 4 Kales Prop. — 23 3.'j4 powers (Part 3 of distribution on account of the death of the trustee cannot now be exercised." The case finally came on appeal before Lord Eldon, 8 Ves. 561. and he dealt with the precise point, Ibid. 570, as follows : "I t is perfectly clear, that, where there is a mere power of disposing, and that power is not executed, this Court cannot execute it. It is equally clear, that, wherever a trust is created, and the execution of that trust fails by the death of the trustee, or by accident, this Court will execute the trust. One question therefore is, whether John Brown had a trust to execute, or a power, and a mere power." And under the wording of that will he held that it was a trust. That case, therefore, obviously, is no authority for the general proposition contended for before me. Next comes the case of Burrough v. Philcox, 5 My. & Cr. JZ. In that case the will was very peculiar. The testator directed that cer- tain stock and real estate should remain unalienated until certain con- tingencies were completed, and, after giving life interests in such stock and estates to his two children with remainder to their issue, he de- clared that in case his two children should both die without leaving lawful issue, the same should be disposed of as after mentioned, that was to say, the survivor of his two children should have power to dis- pose by will of his^re'al and personal estate "amongst my nephews and nieces, or their children, either all to one of them or to as many of them" as his surviving child should think proper. This was held to create a trust in favour of the class subject to a power of selection and distributibiTTn the surviving child. And why? Because by the terms of his will the testator intended and purported to dispose of the prop- erty absolutely, seeing that on the contingencies being completed he de- clared that the property should be "disposed of as after mentioned." The ground of the decision is stated in the judgment. Ibid. 92, thus: "These and other cases shew that when there appears a general inten- tion in favour of a class, and a particular intention in favour of indi- viduals of a class to be selected by another person, and the particular intention fails, from that selection not being made the Court will can-y into effect the general intention in favour of the class." This case, therefore, is equally no authority in favour of the proposition. With regard to the case of Witts v. Boddington, 3 Bro. C. C. 95, that, again, was on a peculiar will, the decision being that the power as between the testator and the donee of the power was in the nature of a trust. Forbes v. Ball, 3 Mer. 437, is very shortly reported. It was held that the power had been exercised, and there is only a short statement that, 3 Mer. 440, "the Court was of opinion that the words in the tes- tator's will raised a trust for the wife's relations, subject to her ap- pointment." That is all that is stated on that point; but if that was decided, then it is clear at least to my mind that it is a decision upon the particular wording of the will, which was as follows: "I give to A. C. £500., and it is my will and desire that A. C. may dispose of the Ch. 4) POWERS IN TRUST AND GIFTS IMPLIED 355 same amongst her relations, as she by will may think proper." The Court must have held, I have no doubt, that by force of the words "my will and desire" there was a sufficient indication of the intention of the testator that A. C. should dispose of it. The words "my will and desire" might be said (especially as the authorities on precatory trusts then stood) to be incompatible with the idea that a mere power was given to A. C. which she might or might not exercise at her op- tion. That case is no authority for the general proposition. It is clear, in my opinion, from the judgment in Birch v. Wade, 3 V. & B. 198, that the true ground of the decision there was that the power was in the nature of a trust by force of the w^ords that had been used by the testator of his "will and desire." In Re Caplin's Will, 2 Dr. & Sm. 527, the testator, after giving a fund to his wife for life, directed that after her death it should be paid to such and so many of the relatives or friends of the wife as she should by will appoint — in other words, it was a case of the kind I have before referred to, a gift to a class or such of a class as should be selected by the donee of the power. In that case there was a gen- eral statement, 2 Dr. & Sm. 531, which went beyond the case; but that statement of the judge should, I think, be considered with refer- ence to the case that the A^ice-Chancellor had before him. Re White's Trusts, Job. 656, 659, was like Re Caplin's Will. 2 Dr. & Sm. 527. It w^as a trust "for A. for life, and if he should die childless, upon trust to apply the sum to the benefit of such of tes- tator's children, or their issue, as the trustees should think fit, for the interest and good of testator's family." There, again, there was a gen- eral statement made by the learned judge, and in my opinion, unless checked by reference to the case before him. that statement was too large. The Vice-Chancellor said : "It is settled by Brown v. Higgs, 4 Ves. 708, and Burrough v. Philcox, 5 My. & Cr. 71, that, where there is a power to appoint among certain objects, and no gift in default of appointment, the court will imply a gift to the objects of the power equally." I have pointed out that those two cases did not decide that. I have no doubt Wood, V.-C, in making that statement, meant it to be considered with reference to cases where the facts were similar or somewhat similar to those in Brown v. Higgs, 4 Ves. 708, and Bur- rough V. Philcox, 5 ?ily. & Cr. IZ, — that is to say, cases where vou can gather from the will that the class are intended to take, and a se- lection only is given to the person having the power of appointment, as was shewn by the observation in Burrough v. Philcox, Ibid. 92, to which I have already referred. Butler V. Gray, L. R. 5 Ch. 26, was a case where there was a suffi- cient indication that the class was to take; and lastly. In re Brierley, 43 W. R. 36, was a decision not in point on the proposition contend- ed for. I have now shewn that none of the cases relied on by the applicants establish the general proposition ; and I hold that in this case there 356 POWERS (Part 3 was no gift by implication to the children of Emily Mary Slade in de- fault of appointment by her husband.^ B See Rogers v. Rogers, 2 Head (Teun.) 660 (1850) ; McGaughey's Adm'r v. Henry, 15 B. Mon. (Ky.) 383 (1854) ; Smith v. Floyd, 140 N. Y. 337, 35 N. E. 606 (1893) ; Milhollen's Adm'r v. Rice, 13 W. Va. 510, 543, 566 (1878). On Lapsed Appointments. — See Chamberlain v. Hutchinson. 22 Beav. 444 (1856) ; Brickenden v. Williams, L. R. 7 Eq. 310 (1S69) ; In re A'an Hagan, L. R. 16 Ch. Dlv. 18 (1880); In re Marten, [1902] 1 Ch. 314; In re Thurston, 32 Ch. Div. 508 (1886) ; In re Davies' Trusts, L. R. 13 Eq. 163 (1871). On Effect of a Residuary Appointment upon the Subject-Matter of a Lapsed Appointment. — See In re Harrie's Trusts, H. R. V. Johns. 199 (1859), where out of a fund slightly exceeding £5,000 the donee appointed £1,000 to each of four daughters, and the residue to five sons equally, the sons took any amount which lapsed by the death of a daughter in the life time of the donee. In Eales v. Drake. L, R. 1 Ch. D. 217, Jessel, M. R., said: "The case is this. A testator, having power to appoint £7,000 by will, thinks he has power to appoint £10,000 ; and accordingly makes a will appointing sums of £1,995, £4.000, £4,000, and £5. If nothing more had happened it is quite clear that all these gifts must have abated, because there is not enough to pay the be- quests in full. But one of the appointees has died, which augments the fund, exactly in the same way as if the testator had given pecuniary leg- acies of greater amount than his whole personal estatei and then one of these legatees had died. In that case the personal estate would have been augmented for the benefit of the other legatees, and the appointees here are in the same position." Ch. 5) APPOINTED PROPERTY AS ASSETS 357 CHAPTER V APPOINTED PROPERTY AS ASSETS CLAPP V. INGRAHAM. (Supreme Judicial Court of Massachusetts, 1879. 126 Mass. 200.) Bill in equity, filed April 21, 1876, by the executor of the will of Caroline A. Ingraham, against the children of the testatrix, and her creditors, for instructions, alleging that on Januar}^ 1, 1828, the IMassachusetts Hospital Life Insurance Company received from Jos- eph Head, trustee of Caroline A. Ingraham, wife of Daniel G. Ingra- ham, the sum of $3000, and executed to him an instrument in writ- ing, whereby they promised and agreed with him, his executors and adfninistrators, to invest the same, and to pay the income thereof quar- terly to Mrs. Ingraham, "during the natural life of the said Caroline, upon her separate order and receipt, to~Be date'd'^on or subsequent to the several days on which the said several payments shall fall due ; for her separate use, free from the debts, control or interference of any husband she now has, or may hereafter have ; which annuity and principal sum are both hereby declared to be inalienable by the respective grantees thereof;" and further agreed with the said trus- tee, his executors and administrators, "that, in sixty days after proof of the decease of the said Caroline, they will assign, transfer and pay the amount of the aforesaid principal sum (or such part thereof as shall not have been lost by bad debts or otherwise, without the actual fault of said company or their serv-ants), and all interest then due thereon at the time of her death, in real estate, stocks, notes, bonds and mortgages, belonging to said company, all, any or either of them, at the pleasure and discretion of the directors, at the prices at which the same respectively shall stand charged in the books of the com- pany a t the dece ase of said Caroline, in the way and manner pro- vided in said extract from said article, to her executors or admin- istrators in trust, and for the special use and benefit of such persQii or"^efsons as the said Caroline by her last will and testament, or any revocable appointment in nature thereof, may direct; and if no such willand appointment be made, then to such person or persons as may be her heirs at lavy." The bill further alleged, that Caroline A. Ingraham died on lan- uary 20, 1876, leaving a will, dated October 16, 1871, which was duly admitted to probate, appointing the plaintiff her executor, and con- taining the following clause: "Indirect my said executor to receive from the Massachusetts Hospital Life Insurance Company the sum 358 POWERS (Part 3 of three thousand dollars and all interest and accumulations thereon, or the^'real estate, stocks, notes, bonds, and mortgages in lieu of said sum with interest and accumulations, which by the terms of a contract in writing between said company and Joseph Head, trustee, executed the first day of January, one thousand eight hundred and twenty- eight, the said company agrees to assign, transfer and pay to my ex- ecutors or administrators in sixty days after proof of my decease ; and out of the money or other property received from said company, I direct my said executor to have and keep, for his own use and bene- fit, the sum of four hundred dollars ; and t o assign, transfer and pay over all the remainder of the money, or other property received from sai3~company, after deducting said sum for his own use and benefit, to my children and the issue of any deceased child or children by right of representation in equal shares." The bill further alleged, that the plaintiff had received from said company the sum of $3000, and that, after dihgent search and in- quiry, no other property of the testatrix had come to his possession or knowledge ; that the testatrix left two children surviving her, who contended that they were entitled to receive the whole of the sum remaining in the plaintiff's hands after deducting the sum of $400; that the testatrix left debts to a large amount, and that the creditors contended that said sum was liable, in the plaintiff's hands, as exec- utor, for the payment of such debts. The children of the testatrix and certain of the creditors filed an- swers, admitting the allegations of the bill, and setting up their respec- tive claims ; and the case was heard by ]\Iorton, J., upon the bill and answers, and reserved for the consideration of the full court. Gray, C. J. It was settled in the English Court of Chancery, before the middle of the last century, that w here a person has a general power of appointment, either by deed or by will, and 'execute5_this power, the property appointed is deemed in equity part of his assets, and"suTDject to the demands of his creditors in preference to the claims of his voluntary appointees or legatees. The rule perhaps had its origin in a decree of Lord Somers, affirmed by the House of Lords, in a case in which the person executing the power had in effect re^ served the power to himself in granting away the estate. Thompson V. Towne^ Prec. Ch. 52; s. c. 2 Vern. 319. But Lord Hardwicke re- peatedly applied it to cases of the execution of a geiieral power of ap- pointment by will of property of which the donee had never had ^n y ownership" or control during his life; and, while recognizing the log- ical difficulty that the power, when executed, took effect as an ap- pointment, not of the testator's own assets, but of the estate of the doner of the power, said that the previous cases before Lord Talbot and himself (of which very meagre and imperfect reports have come down to us) had established the doctrine, that when there was a gen- eral power of appointment, which it was absolutely in the donee's Ch. 5) APrOINTED PROPERTY AS ASSETS 359 pleasure to execute or not, he might do it for any purpose whatever, and might appoint the money to be paid to his executors if he pleased, and, if he executed it voluntarily and without consideration, for the benefit of third persons, the money should be considered part of his assets, and his creditors should have the benefit of it. Townshend v. Windham, 2 Ves. Sen. 1, 9, 10; Ex parte Caswell, 1 Atk. 559. 560; Bainton v. Ward, 7 Ves. 503, note ; s. c. cited 2 Ves. Sen. 2, and Belt's Supplt. 243; 2 Atk. 172; Pack v. Bathurst. 3 Atk. 269. The doc- trine has been upheld to the full extent in England ever since. Chance on Powers, c. 15, § 2; 2 Sugden on Powers (7th Ed.) 27; Fleming v. Buchanan, 3 De G., M. & G. 976.^ Although the soundness of the reasons on which the doctrine rests has been impugned iJy Chief "Justice Gibson, arguendo, and doubte-d by~Mr. Justice Story in his Commentaries,- the doctrine is stated both by Judge Story and by Chancellor Kent as well ^ settled ; and it has been ahirmed by the liigliest court of New' Hampshire, in a very able judgment, delivered by Chief Justice Parker, and applied to a case in which a testator devised property in trust to pay such part of the income as the trustees should think proper to his son for life, and, after the son's death, to make over the principal, with any accumulated income, to such persons as the son should by will direct. Common- wealth V. Duffield, 12 Pa. 277, 279-281 ; Story, Eq. Jur. § 176, and note; 4 Kent, Com. 339, 340; Johnson v. Gushing, 15 N. H. 298, 41 Am. Dec. 694. A doctrine so just and equitable in its operation, clearly established by tKe laws of England before uur Revolution, and supported by such a weight of authority, cannot be set aside by a court of chancery, be- cause of doubts of the technical soundness of the reasons on which it was*^originally established. It is true that, as the rights of the cred- itors could only be enforced in a court of chancery, they were rem- ediless so long as no adequate equity jurisdiction existed in this Com- monwealth. Prescott V. Tarbell, 1 Mass. 204. But such a considera- tion affects the remedy only, and not the right, and affords no reason for denying the right now that this court, sitting in equity, has been ,1 Accord: Edie v. Babiii^on, .3 Tr. Ch. 5GS. The property appointed by will is not assets for the creditors of the de- ceased until tile property to which the deceased was entitled has been. ex- hausted. "T*t^mtirsrTr*nphnTinr!. :', IV (t.. M. &i 0. OTG; Patterson v. Law- rence, bfli Ga. 703, 70.^. 10 S. i:. :;.".-, 7 I.. U. A. 14:j. Nor does the aiiiii>iiitnipnt iiinii r a ltciu lal testamentary pqwer_j.bate_witli l egates payab le f tlic cstntc nf tlir testator. "White v. 5Ijiss. Tnsf. of T^ech., 171 ^fass. .^4, 0(i, .jO X. E. .^l•_^ If no npptiintnient is made, the proptM-ty siili.iccr to tlic ]i(i\vcr is not asse^!rTiT III.' donee tor his cTprtltors. even where the power is Lrt'iM-ral to ap- poiiimv'aeen or will. TToInies v. Couhill, 7 Ves. 40!); lli V.s. I'rx;. iM | ; (Oilman V. i^Whrtlff m. 144, 140; .Tones v. Clifton, 101 U. S. 2L'5, L'.". L. Kd. '.mis; Ryan V. Mahan, 20 R. I. 417, 39 Atl. 893, - See, also, Humphrey v. Cami)l)ell. 59 S. C. 39. 45, 37 S. E. 20 ; ^YaIes* Adm'r v. Bowdish's Ex'r, 01 Vt. 23, 33, 17 Atl. 1000, 4 L. R. A. 819. 3G0 POWERS (Part 3 vested by the Legislature with ample powers to maintain and protect it. Gen. Sts. c. 113, § 2; Rogers v. Ward, 8 Allen, 387, 390, 85 Am. Dec. 710. By the instrument of trust in the case before us, an annuity was payable quarterly to Mrs. Ingraham during her life, and the principal after her death to her executor or administrator in trust and for the special use and benefit of such persons as she by her last will, or by any revocable appointment in the nature thereof, might direct, and if no such will or appointment should be made, then to her heirs at law. The only restrictions expressed are, that the annuity during her life is to her separate use, free from debts or control of her husband, and each instalment tliereof is to be paid upon her order when or after it has fallen due, so that she would have no right to assign it by way of anticipation, Perkins v. Hays, 3 Gray, 405 ; and that the an- nuity and the principal are both declared to be "inalienable by the respective grantees thereof," — which clearly has no application to the general power of appointment, conferred upon her by the express terms of the trust, to dispose of the principal, after her death, by will or testamentary instrument in the nature thereof ; and, she hav- ing exercised the dominion so granted to her, the property is thus brought within the equitable doctrine which makes it subject to her debts. We are aware that it has been held by Vice Chancellor Kindersley, and by Lord Romilly, M. R., that the doctrine does not extend to the case of the execution of a general power by a married woman, without fraud. Vaughn v. Vanderstegen, 2 Drew. 165, 363 ; ^ Blatchford V. WooUey, 2 Dr. & Sm. 204; Hobday v. Peters, 28 Beav. 354; Shat- tock V. Shattock, L. R. 2 Eq. 182; s. c. 35 Beav. 489. We need not consider whether those cases were well decided, or are applicable 'in this Commonwealth, where, by statute, every married woman has long been liable to be sued, and her property taken on execution, upon contracts made by her for her own benefit, and, since 1874, upon all her contracts with any person but her husband. Gen. Sts. c. 108, §§ 1, 3; St. 1874, c. 184; Willard v. Eastham, 15 Gray, 328, 334, 77 Am. Dec. 366 ; Major v. Holmes, 124 Mass. 108. It is quite clear that, even in England, all restrictions on her capacity and liability would terminate with her coverture. Tullett v. Armstrong, 1 Beav. 1, 32, and 4 Myl. & Cr. 377, 395 et seq. And in the present case it does not appear, and has not been contended, that Mrs. Ingraham continued to be a mar- ried woman at the time of contracting the debts in question, or of exer- cising the power. In Nichols V. Eaton, 91 U. S. 716, 23 L. Ed. 254, and in Durant v. Massachusetts Hospital Life Ins. Co., 2 Low. 575, Fed. Cas. No. 4,188, the settlement differed from that before us in expressly provid- ing that the property should not be subject to the debts of the cestui 3 Contra, Godfrey v. Harben, 13 Cli. Div. 21G, 221. Ch. 5) APPOINTED PROPERTY AS ASSETS 3G1 que trust, and in giving no general power of appointment ; and there is nothing in the decision or opinion, in either of those cases, that is adverse to the claims of creditors in the case at bar. Decree for the creditors. BEYFUS V. LAWLEY. (House of Lords. L. R. [190:^] App. Gas. 411.) The Hon. F. C. Lawley under the will of Lady A\^enlock had a gen- e ral pow er_tg_appoint by will £10,000 w-hich in default of appointixient was to go as part of her residuary estate. By a mortgage of April 7, 1892, to secure a loan of ilOOO and interest he covenanted that he would immediately after the execution thereof sign his will of even date already prepared, whereby in exercise of the general power under Lady Wenlock's will he appointed that the trustees of her will should stand possessed of the £10,000 and the investments representing it, upon trust to~pay"tb the mortgagee thereout, in preference and priority to all other payments, the £1000 and interest, and that he would not revoke or alter his will without the consent of the mortgagee. The same day he executed his will containing the above provisions and stating that it was his wish that the loan should be a first charge on the £10,000. On his death in 1901 the £1000 with interest was still due. The question then arose in an administration action whether the executors of the de- ceased mortgagee were entitled to priority as to the trust fund over other creditors of I\Ir. Lawley. Joyce, J., held that they had not pri- ority, and this decision was affirmed by the Court of Appeal (Vaughan Wifliams, Stirling, and Cozens-Hardy, L. ]].). [1902] 2 Ch. 799. The mortgagee's executors appealed. Earl of Halsbury, L. C. I\Iy Lords, your Lordships have listened to a very protracted argument in this case, and the only answer I have to give to that argument is that whatever'merits it might have had half a century ago, it is too late now. The language which was used by Knight Bruce, L. J., in Fleming v. Buchanan, 3 D. M. & G. 976, 980,"' is in accordance with the opinions delivered by each of the tliree learned Lords Justices of Appeal, and beyond some abstract reasoning which, as it appears to me, would get rid of the rule altogether, I have seen no reason to think that the judgment of the Court of Appeal is wrong. I content myself with saying tliat in view of that language of Knight 4 This language is as follows : "On whatever grounds it was originally so held, it is and has for a long time been the settled law of the country, that if a man having a power, and a power only, over personal estate to appoint it as he will, exercises the power by a testamentary appointment, the property becomes subject in a certain order and manner to the payment of his debts, whatever may be the intention or absence of intention upon his part. Not only in point of principle and reason, but of precedent and au- thority, I apprehend that the same rule applies to real estate where it is subject to a general power exercised by will." 362 POWERS (Part 3 Bruce, L. J., which has not been challenged for half a century, this ap- peal against the decision of the Court of Appeal is hopelessly unargu- able, and therefore I invite your Lordships to dismiss the appeal with costs. Lord Macnaghten. My Lords, I agree. I am of opinion that tlie passage from the judgment of Knight Bruce, L. J., in Fleming v. Buchanan, 3 D. M. & G. 976, 980, which has been so often quoted in this case, is an accurate statement of the law on the subject, and that it does not require any qualification as Vaughan Williams L. J. seems to suggest. Whatever the origin of the rule may have been, it is in my opinion much too late to question it now or to attempt to cut it down. Lord LindlEy. My Lords, I am of the same opinion. The doctrine that an appointee under a power derives title from the instrument con- ferring the power and not from the appointment is well established ; but a qualification or exception has been long grafted upon it and is equally well established. For it cannot now be denied that property appointed by will under a general power is assets for payment of the debts of the appointor, and is not regarded as property of the donor of the power distributable by the donee thereof. The property appointed is in such a case treated as assets of the testator exercising the power, and the assets so appointed are regard- ed as property bequeathed by him.^ When I say assets I do not mean 5 In O'Qxa-dy v. ^Yilulot, L.JR. [1916] A. C. 2;]1, tlie donee had a general testamentary power and exerci>?ed it. The property, su'EjecrTo the' power, was not, howe\ er, neoded for the payment of debts. If the property sub- ject to the power passed to the donee's "executors as siich," the death ditty was to be paid by the donee's residuary legatee out of the general assets belonging to the donee. If, on the other hand, the property subject to the power did not so pass, the death duty was payable out of the property ap- pointed. Held: The appointed property did not pass to the donee's "ex- ecutor as such:" Lord Buclrrtram-er, L. C, said (p;'24S): " Property subject to a' general power of appointment exercised by deed or will could be made available for payment of the testator's debts by proceedings instituted in chancery. It was considered contrary to good faith to permit a power to he exercised in favour of volunteers so as to defeat the creditors of the donee of the power. The court therefore intercepted the fund — to use the language of Lord Hardwicke, 'stopped it in transitu" — and either by regard- ing the appointee as trustee for the creditors, or by virtue of saying that in the circumstances the creditors had an equity against the fund, caused it to be applied for payment of the debts; but the fund was not any part of the estate of the donee of the power, nor was it anywhere decided that it passed to the executor." Lord Sumner said (p. 270): "* * * How and in what sense does the subject of a general testamentary power pass to an executor on the ef- fectual exercise of the power? The rule first appears in the seventeenth century. It takes shape in the middle of the eighteenth. In Lord Town- shend v. "Windham [2 Yes. Sen. 1, 11] Lord Hardwicke says that the Courts 'stop in transitu, as it is called,' and he ai)pears to have accepted in Trough- ton V. Troughton [li Atk. (;.'>(>] the expi-ession 'the Court ought to intercept it for the l)enefit of a creditor.' The rule arose out of tenderness for credi- tors. 'It would be a strange thing if volunteers * * * should run away with the whole, and that creditors for a valuable consideration should sit down by the loss without any relief in this court.' I?ainton v. Ward [2 Atk. 172], afterwards affirmed in the House of Lords. See Lassells v. Lord Corn- Ch. 5) APPOINTED PROPERTY AS ASSETS 363 general assets, but assets nevertheless applicable to the payment of the appointor's debts after all bis" 6\vh' property has been exbausteH^.'" Again, personal property appointed by will under a general power although not a legacy for all purposes is treated as personal estate be- queathed by him. It is settled that, except by making a creditor an executor, a person disposing of his own property by will cannot by his will prefer one wallis [2 Tern. 4(55]. Since the rijiht to exercise a power is not property. end again, if there should be no children, the general iwwer given to the widow over the same properties was to be exercised by will only. Why these distinctions? It could not have been accidental, the proviso also that the power should be exercised before the youngest child attained twenty-five pointing in the same direction. On the whole of the will, it appears to me plain that the distinction was adopted because the testator thought it material that the power over the Pain's Hill estate, and over the residue, should not be exercised either by will or by an unsealed instrument." In Reid v. Shergold, 10 Ves. Jr. 370, the devisee having a life estate in copyhold with the power of appointment by will sold and surrendered the estate to a purchaser and then died without appointing. Lord Eldon deter- mined that equity could give no aid to the purchaser as on a defective ap- pointment. He said: "The testator did not mean, that she should so ex- ecute her power. He intended, that she should give by will, or not at all ; and it is imi)ossible to hold, that the execution of an instrument, or deivl, which, if it availed to any purpose, must avail to the destruction of that power the testator meant to remain capable of execution to the moment of her death, can be considered in equity an attempt in or towards the ex- ecution of the power. That therefore will not do." 368 POWERS (Part 3 SERGESON V. SEALEY. (Court of Chancery, 1742. 2 Atk. 412.) William Pitt,^ the son of Samuel Pitt, married Mrs. Speke, and by the marriage articles it was covenanted that if th ere s hould be one son only, and no younger childre n, and the wife should survive the hus- bandT^at s he sho uld have the power of disposing of £4000 by deed o r will execu ted in t hejresenc£ of three wifnp9':;ps tn^anj pprc;nn she sh ould app oint,_and this sum was to be a charge upon the real es- tate of the husband. Mr. William Pitt died, leaving only one son, Samuel Pitt the young- er, who lived to be only nineteen, and dying before he came of age, his real estate descended upon Mr. Sergeson, the plaintiff's wife, who is great-niece of Samuel the elder, and heir-at-law to him, and to William Pitt his son, and to the infant Samuel the younger, the grand- son of Samuel the elder. After the death of Mr. William Pitt, Mr. Speke marries the wid- ow; but before her second marriage, she, by ^rticles e xecuted in the prpgpnre nf two witnp5;sp'; nn1y_t__ajpprQt<; the cnm of £2000 OUt of the £4000 to be jor th e use and ben efit o f her intended husband, dur- ing the coverture^ and after her d eath to her son _Samuel Fitt. "Th e othe r_£2000 jh e makes a^Yolmitary -disposition of by will, but did no^t^xecute it injh^ jpresence j)fjthree witnesses. Lord ChancELIvOR [HardwickD]. The question is, whether the articles entered into upon Mrs. Speke's marriage with Mr. Speke amount to an appointment within the power? I am of opinion, that it is a good appointment of £2000 for the benefit of Mr. Speke ; and notwithstanding it is insisted that it is a defective appointment, because there are only two witnesses,* yet this c ourt will supply the defect, w here it is executed fo r a valuable con- sideration, much more where it i s an executi on of a trust only; and though the appointment is macciirately expressed, and in an^informal manner, it shall still amount to a grant of the £2000 to Mr. Speke ; and if it amounts to a grant, what is the effect? Why, that Mr. Speke shall have the whole use and benefit of it during the coverture ; and falls exactly within the reason of Lady Coventry's Case [2 P. Wms. 222] ; where a tenant for life, with a power to make a jointure, cove- nants, for a valuable consideration, to execute his power, this court 3 Part of tlie case, relating to different points, is omitted. 4 So wliere the power is to appoint by will attested by three witnesses, and the appointment is by will attested by two witnesses, there is a sub- stantial execution, and equity will, if the other requirements are fullilled, aid it. Wilkes v. Holmes, 9 Mod. 4S5 (1752) ; Morse v. Martin, 34 Beav. 500 (1SG5). (Appointment attested by one witness instead of two.) But by the Wills Act. St. 7 Wm. IV and 1 Vict. c. 20, § 10, no_appoint- me nt ma de by will in the exercise of ttny p ower is valid^ unless executei3Tn the^manner requlfed^r the-executtoiiiofa. wTIL ~ " Ch. 6) DEFECTIVE EXECUTION 369 will supply a defective execution, or a non-execution against the re- mainder-man.^ The next question is, as to the^ rem aining £2000. This was n£t__a n appointment | ^or_a v aluable co nsideration, but only a voluntary disposition, and therefore as the will under which the £2000 is given was not executed in the presence of three witnesses, it has not pursued the power, and consequently was a void appointment, so that this £2000 sunk in the infant's real estate. BLORE V. SUTTON. (Court of Chancery, 1817. 3 Mer. 237.) The Master of the Rolls [Sir William Grant].® This is a bill for the s£ecific perforrn a nce of an a gree ment to grant a lease . The ag reement is alleged to have been entered into with the agent of the late Countes s of Bath, who was tenant for life, wi th a power of grkntingJgaSlilmJthe ^ manner and on tli eterms specifiedlh the power; and thequestion is, whether there be ally such agfeEiiieiiL in this case as is binding upon the remainder-man, the defendant Sir Richard Sut- ton. It appears to me that there is no suffi cient agreement in writing; first, because Charles Noble, who signs his mitials to the memorarr- dum written on the plan, is ne ither allege d by the bill, nor proved by the evidence, to have been the authorized agent of Lady Bath ; sec- ondly, because the memorandum does not contain some of the ma- terial terms of a building lease, which this was. It merely specifies flie rent, and~the number of years. It does not even specify the com- mencement of the lease. By the parol evidence, indeed, it is said, that it was to be from the expiration of a subsisting lease. But then the whole agreement is not in writing. It was insisted, however, that there is a parol agreement, in part executed ; for the plaintiff has expended large sums in building upon the premises, partly in Lady Bath's lifetime, but principally since her death. The agreement, it is said, is therefore binding on the remain- derman. It is rather difficultto _sav , that there is even a parol agree - ment bv_^jl ^uthorized agen Lof Lady Bath. For the evidence is, that N\^i)le, by the direction and with the privity of Mr. Cockerell, who was Lady Bath's agent, did make a verbal agreement with the plain- tiff. This seems rather a delegation of Cockerell's authority, than the 5 So in the following cases a covenant to appoint in the exercise of a power to appoint inter vivos was enforced in equity as a defective appointment: Clifford V. Clifford. 2 Tern. 379 (17001 : Fothergill v. Fothergill, 1 E 372 POWERS (Part 3 mainder as to a third part of the same sums unto such person or persons, at such time or times, and in such parts, shares, and propor- tions, manner and form, as she, by any deed or deeds, writing or writ- ings, to be by her duly executed, according to law, or by her last will and testament in writing, or any writing purporting to be or in the nature of her last will and testament, or codicil, to be by her signed and p ublished in the p resen ce o f, and attested by two or more wit- nesses, should give, bequeath, direct, limit, or appointThe same ; and, in'default of such gift or appointment, the testator, Thomas Innes, bequeathed the same to his brother, Alexander Innes, and his children, as therein mentioned. The testatrix had also, at the date of her will, iSOO, New iSYo per Cents., standing in her own name, to which she was absolutely enti- tled, and which, by the additions she subsequently made, was aug- mented at the time of her death to £12,909 19s., like stock. The testatrix, by her will, dated in January, 1833, unattested__and not referring to the powerT^ave to the treasurer for the time being of the S ailors' Ho me "ilOOO, in the £3 per cent. Consols ;" to the treas- urer of the Strangers' Friend Society "ilOOO, in the £3 per cent. Consols ;" to the British and Foreign Bibj^e Society £500, in the £3 per cent. Consols, aiiH^e like sum to the Church Missionary Sodety, to be paid within six months after her decease; and to Harriet Ker I nnes £500, in the £3 per cent. Consols, free of legacy duty, to be paid within such six months. The testatrix then proceeded : "The re- mainder in the £3 per Cents., and three separate sums in the New £314 per Cents., with £100 a year. Long Annuities, and any other property I may die possessed of, of what nature or kind soever, I leave to my brothers," upon the trusts thereinafter named. The tes- tatrix made eighLotherjinjittested_testjL^^^ giving lega- cies or revoking legacies previously inserted, the last of which papers was dated the 1st of September, 1836. A t the foot o f thee ighth tes- tamentary paper, the testatrix had writ ten, "Th is will h as not been witn essecCas rn rtendTTf I am spare^^ to write JtOLit^fainll The tes- tatrix made no appointment in exercise of her powers, unless such testamentary papers could be so considered. The testatrix died in June, 1844, and the will and other testamen- tary papers or codicils were admitted to probate. There was no issue of the testatrix and her husband. The suit of Sayer v. Sayer was instituted for the administration of the estate of the testatrix ; and in that suit the treasurers of the sev- eral charities claimed to be allowed their several legacies as general legacies payable out of the personal estate. The master allowed their respective claims. The report was excepted to by the residuary lega- tees under the will of the testatrix. The principal question argued was whether the gifts of Consols, in the will of 1833, were to be treated as a disposition or an intended disposition of that species of stock over which the testatrix had pow- Ch. G) DEFECTIVE EXECUTION 373 ers of appointment under her marriage settlement and the will of her husband. [The opinion of Sir James Wigram, V. C, on this question is omitted.] The suit Innes v. Sayer was instituted by one of the four children of Alexander Innes, who were the residuary legatees under the will of the testator Thomas Innes, against his surviving executor, (the other children and residuary legatees being defendants,) praying that the plaintiff's fourth share of the third part of the four sums "of stock might, as on default of appointment by the testatrix Judith Innes, be transferred to the plaintiff. After the judgment had been given on the exceptions in Sayer v. Sayer, the treasurers of the several charities were made parties to the suit Innes v. Sayer, by amendment, as ad- verse claimants on the third part of the £10,000, £3 per cent. Consols one of such four sums. At the hearing, Vice-Chancullor [Sir James Wigram]. The E c clesia stical Court has decided, that, notwiths tand ing the clause at the foot of the codicil orTS3i5, the will is a complete testamentary paper in this sense, that the testatn3c~niea ns iiFt o operate" TFthe testatrnT meant tlie wilT of 1833 to operate, I have only to take the paper and inquire into its construction. The question of construction was the point I had to consider in the case of Sayer v. Sayer. I thought the language did necessarily refer to the property the subject of the power; and, re- ferring to that property and intending the paper to operate as her will, (which I now assume to be the case,) I must conclude that the testatrix has declared her intention to execute the power. The only- point, then, which has to be considered, is, what the effect of the will is to be. It is on ly;jnjdi&-case-ai-th£_leogj:ies to the cha rit^ies that the claim which I have now to consi der c an be made; and it appears fo meytliat the only ^lesfionls, whether the authorities ought to bind me. I must attend to the decisions to ascertain whether they cover a given point, and when I have done so, and find that there are decisions in analogous cases, and that there are also dicta of learned judges point- ing to the same conclusion, consider whether I ought, by any decision of mine, to shake that which is considered to have been the settled law, if not before the Statute of Elizabeth, certainly ever since. It cannot be denied that there are express decisions of the highest au- thority, that the court will supply the want of a surrender of a copy- hold in favor of a charity. The supplying the surrender of a copy- hold, and the supplying the execution of a power which is defective in form, go hand in hand. It appears to me, that wherever you find a decision that the court will supply the surrender, it follows (unless this case be an exception) that the court will also supply the defective execution of a power. Such a case is, by analogy at least, a strong authority for the proposition contended for. With regard to a tenancy in tail, the distinction is palpable. No 374 POWERS (Part 3 doubt the tenant in tail has the whole interest. It is not the case of a mere execution of a power. At the same time, if he does not acquire the dominion of the estate in the form which the law requires, it goes to the issue in tail as a quasi purchaser. The issue take, not under the immediate ancestor, but under the author of the estate tail. Yet, even in this case, we find that, although the court will not perfect any intention which the testator may have manifested to bar the estate tail in favor of his creditor, wife, or child, that object not having been efifected, the court will give effect to the intended disposition of the estate in favor of a charity — carrying it therefore in the case of a charity, for some reason or other, beyond the case of the creditor, wife, or child. The existence of such a class of cases certainly fur- nishes a second ground for following what has hitherto been consid- ered the rule of the court. The third ground is the dicta which unquestionably are to be found in favor of the proposition, that a charity is entitled, notwithstanding the power is not well exercised. The case of Piggot v. Penrice, Pre. in Ch. 471, with the note, Id. 473, appears to be an authority for the proposition in question. As the case is reported in Comyns, page 250, it would appear to be a direct authority on the point. At all events, I cannot disregard it as a decision, unless those who ask me to do so can show me that the case is materially distinguishable from the present case. So much of analogy and dicta being found, I may refer to the opin- ion of text writers ; and when text writers of great experience treat it as a settled principle of law, that the court will supply the execu- tion, — so much, as I have said, being found to justify their opinion, — that is also a reason why I ought not to take upon myself to unsettle what hitherto has been considered the rule of the court. The principle upon which the court appears to go is this, that, if a person has power by his own act to give property, and has by some paper or instrument clearly shown that he intended to give it, al- though that paper, by reason of some informality, is ineffectual for the purpose, yet the party having the power of doing it by an effectual instrument, and having shown his intention to do it, the court will, in the case of a charity, by its decree make the instrument effectual to do that which was intended to be done. It is not for me to give any opinion, whether the principle is right or not. There appears' to be very high authority for the application of the principle, independently of the Statute of Elizabeth ; and it has been applied since the Statute. I think, therefore, I ought not to entertain any question upon the point. If the point is to be hereafter considered and treated differ- ently, it ought to be ruled by a higher authority than the judge who presides in this court. There is another question, with reference to the different sums of Consols, which I must consider. It is, no doubt, the intention of the testatrix that the persons who would take in default of appointment Ch. G) DEFECTIVE EXECUTION 375 under her husband's will, should not take the residue of the stock. It is clear she meant to intrench on the £1000 stock under the settle- ment ; for by her will she disposes of more than the third of the Consols to which the power under her husband's will extends. There is nothing upon the will to intimate that she intended the fund to come out of one of those sums of stock, rather than the other. I must take the will as saying, "There are two sums of Consols over which I have a power of appointment : with respect to that stock, I give so much to the charity, and the residue to certain persons nam- ed." Those persons cannot take under that appointment, although the charity can. I do not see my way to marshalling the claims on the different funds. If I attempted to do so, I might to some extent be giving effect to the appointment in favor of those persons who are excluded by the circumstance of its informality. The case was afterwards spoken to on minutes. The £1000 Con- sols, standing in the names of the trustees of the settlement of Feb- ruary, 1800, not being a subject of this suit, it was suggested that the charities should in this suit take no more than an apportioned part of their legacies out of the Consols which formed part of the residuary estate of Thomas Innes to be administered in this suit.^ JOHNSON V. TOUCHET. (Court of Chancery, 1S67. 37 Law J. Ch. [N. S.] 25.) Bill ^ against John Hastings Touchet, Richard Burgass, and Mary Dennis, the trustees and executors of the will of James Dennis, pray- ing a declaration that a covenant in the marriage settlement of the plaintiff with Ann Dennis ought, in equity, to be deemed a sufficient execution of a power given to her by the will of James Dennis. James Dennis, who died in 1855, devised and bequeathed the residue of his real and personal estate to the defendants upon trust, as to one 8 The minute of decree was: "Declare that the testatrix intended by her unattested will, dated the 1.3th of January, 18.33, to execute the general power of apijointmeut given or reserved to her by the will of her late hus- band Thomas Innes, deceased, over one-third part of his residuary estate ; and that t he defective gxec ution of the said ix>we r, by reason of the non- attestation of the will of~tbe said testatrix, ou ght to be supplied in favor o f the four charitab le institutions therein mentioned . Dn-ections for trans- fer of the stock, and payment of the accrued dividends to the several treas- urers accordingly. Such transfer and payment to be without prejudice to the right (if any) of the plaintiff and the other residuary legatees of Thomas Innes to enforce contribution in respect of the said sums, .stocks, and cash, against the £1000. £3 per cent. Consols, standing in the names of the trus- tees of the settlement of February, ISOO, on which the testatrix had a gen- eral power of appointment." The judgment of the Vice-Chancellor was affirmed. Innes v. Sayer, 3 Mac. & G. 606, 620-622 (1S51) ; and was followed in Pepper's Will, 1 Pars. Eq. 436 (1850). » The following statement is substituted for that iu the rei)ort. 376 POWERS (Part 3 undivided fifth part thereof, "i gr s uch perso n and p ersons, for such estate or estates, interest and interests, intents and purposes, and al- together in such manner and form" as Ann Dennis, after she should "attaiiithe age of twenty-five years an3~notjbefofe^shgul(l by de^ or. deeds from time to time and at any time appoint, and in default of such appointment to pay the income to Ann Dennis during her life, and after her decease "for such person or persons, for such estate or es- tates, interest or interests, intents and purposes, and altogether in such manner and form" as Ann De nnis after she sh ould "attain the age of twent y-five years and noT'hef ore^' should, by her last will, appoint; andTmdefault of such appointment for her children, who beTng males should attain twenty- one, or being females should attain that age or marry. In 1859, by an indenture between the plaintiff, Ann Dennis, and the defendant, John Hastings Touchet, and one James Dennis, after a re- cital that Ann Dennis was then about twenty-three years old, that a marriage was contemplated between her and the plaintiff, and that upon the treaty for the marriage it was agreed that Ann Dennis should en- ter into the covenant therein contained, it was witnessed that in pur- suance of said agreement, and in consideration of said contemplated marriage, Ann Dennis and the plaintiff covenanted with said Touchet and James Dennis that in case the marriage should take effect and Ann Dennis should attain the age of twenty-five, she wo uld appoint the property ovejiyvhich she should, on attaining twenty-five, have a power of appointment to said ToucTiet and James Dennis, "in trust to pay the income To~Ann DentiTs d^uring her life, and orrtrer death to the plain- tiff, and on the death of the survivor, to hold the principal for such one or more of her children, as she should appoint, and in default of such appointment for her children who being sons should attain twen- ty-one, or being daughters should attain twenty-one or marry, with gifts over. After the making of this indenture the marriage between the plain- tiff and Ann Dennis took effect. Ann John son attained the age o f t wenty-five in 1861. S he died in 1864, leaving a husband and _t wo chil dren, and not havin g e xercis ed the power_o|_appoijTtment. Stuart, V. C. The principles on which cases of this description depend are well settled. A covenant to exercise a power, if it has any operation at all, has it from the time of the execution of the covenant. If the covenant be one in favor of the children, or of persons who ac- quire rights recognized by the court, such as purchasers under a mar- riage settlement, it becomes particularly the object of the court's at- tention. The main argument against the alleged ope ration o f the cov- enant in the presentTase \vas7tliat there was an express provision in t he creation oT^ie power that i t should n ot be exercised unt il the do nee of iL^shouH^^^HayF aUalne^lhe age of twenty- five years. It appears, however, that the donee, at the age of twenty2three_years, executed Ch. 6) DEFECTIVE EXECUTION 377 the covenant wh^ich is now asked to be declar ed a valid exercise of the powen The object of the donor of the power, in providing that the donee should not exercise it until twenty-five years of age, is fully at- tained by the circumstance that, from the nature of the covenant itself, it could have had no operation if the donee had died before attaining the age of twenty-five years. There cannot, I think, be a doubt, where there is a covenant of this kind, that, if the donee, having executed the covenant, survives the prescribed age, but refuses to perform the cove- nant by executing a formal appointment, this court will compel him to do so. Had that been the case here, it would have been one of a person called upon to perform a covenant entered into for a valuable consideration, contemplating the execution of an appointment at a fu- ture time. The effect of such a covenant is to bind the property by an equitable execution of the power. I abide by all that is stated in the report of my judgment in the case of Affleck v. Affleck.^" The decision arrived at in that case was founded on the accurate statement of the principles laid down by Lord Redesdale in Shannon v. Brad- street, 1 Sch. & Lef. 52. There, Lord Redesdale, in speaking of pow- ers to jointure, said : "It has been determined that a covenant is a suf- ficient declaration of intent to execute, even when made before the power arose, as where a power is limited to be exercised by a tenant for life in possession, and he covenants that when he conies into pos- session he will execute. In all these cases courts of equity have re- lieved." There, as in other cases, the covenant was made before the strict right to execute the power had, according to the terms of it, arisen; but it was decided that that was no substantial reason why the court should refuse to treat the covenant as a sufficient execution of the power. The other argument put forward in the present case to induce the court to treat this covenant as an invalid execution was, that the children, who are the objects of the original power as well as of the marriage settlement, will, if the covenant in it is not held to be an execution of the power, take immediately, under the limitation in the will, in default of appointment. But then the question still re- mains the same. If the covenant is a valid execution of the power, it cuts off the limitation in default of appointment. The case of the chil- dren might have been better if the covenant had not been executed ; but as it is, they do not suffer much. Then, again, there is the interest of the husband to be considered. He is clearly entitled, under the mar- riage settlement, to the benefit of the covenant. Its execution formed part of the consideration for the marriage contract; and the court is bound to regard that. T here mu st, therefore, be a declaration that the 10 3 Sm. & G. 394 (1S57). In this case A. on his marriage covenanted that if he came into possession he would exercise a power of jointuring wliich could be exercised only by tenant for life in possession. Before coming in- to possession G. became lunatic. Stuart, V. C, held, that the covenant was a defective execution of the power, and should be enforced after G. came into possession against the remainderman. 378 POWERS (Part S covenant binds the_p roperty. The costs of all parties as between so- licTtoFand client, must be paid out of the share of the trust property to which the suit relates. ^^ 11 In Coo per v. Martin , L. R. 3 Ch. 47, the widow was given a power to appo int rrr-Ueetl or instrument sea led and deiiverea oerore the yonniiest <-hiTd attai iiedThe age of twen ty-th-e. I K'ld._ [haFTier\viTI executed LefoT-e the'younge'st child attained twenty-five, by Jajdng effect by^ ' her deat h, after tbTrrjTeriocr. was not an^ppomlmentl aii J Ivlis noF such a defective execu- tio n-fts^vvrmM-ije Relieved jyjMMtJiieq Cairns, L. J., said: "The power giveiFto the Widow was to be exercised by her before the youngest son attained twenty-five. The reason for this appears obvious on the face of the will. The residuary personal estate was to be distributed at the time, and although the life estate of the widow in Pain's Hill might as to it post- pone the sale and distribution to a later periotl it was clearly in the highest degree desirable that at the period when the residuary estate should become divisible the children of the testator should know definitely what were their vested and transmissible rights in all his property. The time within which an appcintnient was to be made by the widow was therefore, in my opinion, not a matter of form, but of the substance and essence of the power." Ch. 7) WHAT WORDS EXERCISE A POWER 879 CHAPTER VII WHAT WORDS EXERCISE A POWER SIR EDWARD CLERK'S CASE. (Court of Queen's Bench, 1599. G Coke, 17b.) See ante, p. 36, for a report of the case. STANDEN V. STANDEN. (Court of Cbancery, 1795. 2 Yes. .Jr. 5^0.) Charles Millar by his will gave the sum of £200 to trustees upon trust to place "Cliarles Millar Standen and Caroline Elizabeth Standen, legit- imate son and daughter of Charles Standen now residing with a com- pany of players," apprentices, as the trustees should think fit. The testator then directed his real estate to be sold; and gave the money arising from the sale and the residue of his personal estate in trust for his wife for life ; and after her decease as to one moiety for such per- son or persons as she should by any deed or writing or by will with two or more witnesses appoint, and for want of appointment, for "all the legitimate children of Charles Standen living at his decease, share and share aUke;" and if but one, then for that one; "and if it should happen, that there should be no legitimate child of Charles Standen living at his decease," then for William Seward, one of the trustees, his executors and administrators. The testator gave the other moiety in trust for "Charles Millar Standen and Caroline Elizabeth Standen, legitimate son and daughter of Charles Standen," equally between them, share and share alike ; with survivorship between them in case of the death of either before the age of twenty-one or marriage; and if it should happen, that both of them should die before the age of twenty- one or marriage, then he gave it in trust for "such legitimate children of Charles Standen" as should be living at the decease of the survivor of those two, share and share alike; if but one, for that one; and if there should be no such child living at the decease of the survivor, or all should die before the age of twenty-one or marriage, then for Wil- liam Seward, his executors and administrators ; and he appointed his trustees with his wife to be his executors. The real estate was not sold. The testator's widow received the rents and profits and the produce of the personal estate for her life ; and by 380 POWERS (Part 3 her will, after disposing of some specific articles and a gold watch and some jewels, which she described to have been her husband's she gave the residue thus : "All the rest, residue and remainder of my es- tate and effects of what nature or kind soever and whether real or personal, and all my plate, china, linen and other utensils, which I shall be possessed of interested in or entitled to at the time of my decease, subject to and after payment of all m.y just debts, funeral expenses and charges of proving my will and specific legacies, I give to my worthy friend Samuel Howard for his own use and benefit ; and I do appoint him my executor." This will was attested by three witnesses. The testatrix had no other real estate than that directed by her husband's will to be sold. Charles Standen in 1755 married Anne Lewis. The defendant Charles Standen, the only issue of that marriage, was born in 1758. There was an objec- tion to the validity of the marriage ; and the parties after cohabitation for six or seven years separated under articles of agreement; and Anne Lewis went by her maiden name. In 1769 Charles Standen the father married Anne Gooch; who lived with him as his wife till her death. Charles Millar Standen, Caroline Elizabeth Standen, and others, chil- dren by the second marriage, were the plaintiffs. Under a reference to the master, Charles Standen the defendant was reported the only legitimate child. Afterwards an issue was directed; and the verdict was in his favor. Lord Thurlow being much dissatis- fied with the verdict directed another trial ; in which there was also a verdict for the defendant Charles Standen. Upon the equity reserved the questions were, first, whether the plaintiffs Charles Millar Standen and Caroline Elizabeth Standen were entitled to the interests under the will of Charles Millar given to them by name, but under the wrong description of legitimate children ; secondly, whether the residuary clause in the will of Mrs. Millar was a good execution of her power of appointment under the will of her husband ; if not, thirdly, whether the plaintiffs were entitled to share with the defendant Charles Standen under the trust, for want of appointment of that moiety, for all the legitimate children of Charles Standen. Evidence of conversations with the person, who drew Mrs. Millar's will, to show she had no other real estate than that directed by her husband's will to be sold, was rejected. June 9. Lord Chancellor [Loughborough]. As to Charles Millar Standen and Caroline Elizabeth Standen the question is not very great; for a wrong description certainly will not take away their leg- acies. The argument is a strong one, that if he meant those two as legitimate children, he must mean all subsequent children of the same marriage to be legitimate ; and yet I do not know how to bring them in as legitimate children when they are not so. June 10. Lord Chancellor. The point as to legitimacy does not arise; for after the best consideration I am clearly of opinion, that the Ch. 7) WHAT WORDS EXERCISE A POWER 381 disposition made by Mrs. Millar affects that interest given to her by the will of her husband; and therefore no part of the estate belongs to the defendant Charles Standen. I have looked into the two cases cited against this construction ; and those determinations are perfectly right. In Andrews v. Emmot the will upon the view of it could not give to any person an idea, that the testator had the least relation to any interest he took, limited as that interest was, by the settlement upon his marriage. By that settlement a sum of £3000 stock was conveyed to trustees in trust for the husband for life ; and after his decease, if his wife should survive him, to pay £500 to her for her own use and the interest of the residue to her for life; and after the decease of both to distribute such residue among the children of the marriage ; and if there should be no child, to transfer the same as the husband should by deed or will appoint. Three months after the marriage the husband made his will ; and at that time it was not natural to suppose, his ob- ject was to dispose of that interest; for he had no disposable interest in the property; he had a mere contingency in default of issue, that would give him a right to appoint. The will was a plain will, giving after the death of his wife some legacies, and the residue in general terms to Emmot. He lived three years afterwards; and at his death there was no issue. The claim was set up to £2500 part of the £3000 as passing under that will ; and it was set up solely upon this ground, (for there were no words at all relating to it) that he had left such legacies, as could not otherwise be paid than by taking in this fund. The argument was perfectly weak : first, he was not to be in receipt of that sum till after the death of his wife and in the event of there being no children ; therefore it was not to be relied upon for payment of the legacies ; but independent of that the amount of the legacies could not be an indication of the state of his personal property. An inquiry as to the amount of his propert>' at the time of making the will was re- fused very properly both by Lord Kenyon and Lord Thurlow ; for it is too vague to calculate, that a man must be supposed to attach a con- tingent interest, not fairly to be deemed a property, merely because his calculation as to what he might die possessed of had eventually failed. Then put that out of the case : it would be harsh enough as against a wife to suppose him to execute this power, where prima facie no inten- tion to execute is indicated. The case in the Common Pleas is still more distinct. The money was not at all the property of the testatrix. It was to be paid not to her executor, but to such person as she should appoint. It was claimed by the same person, executor and residuary legatee. Nothing can go as part of the residue, that would not go to the executor ; and clearly there the executor was not entitled ; it was made payable to her ap- pointee purposely to exclude the executor. How does this case stand? It is material to consider, what the interest was, that she took under 382 POAVERS (Part 3 her husband's will, and what has she done. She was entitled for life to the income of all the residue of his real and personal estate ; and a moiety was given to her absolute disposal by any deed or writing or by her will attested by two witnesses. She was not limited as to objects; and as to the mode it was as ample a latitude, as any one could have. It is a little hard to attempt to explain, that it was not her estate. How could she have had it more than by the eiijoyment during life and the power of disposing to whatever person and in whatever manner she pleased with the small addition of two witnesses. By her will she gives all her estate and effects. It is hard to say, that using that expression she meant to distinguish, and not to include, this ; which is as absolutely hers as any other part of her property. But the person, who drew the will, goes on with augmentative phrases "of what nature or kind soever, and whether real or personal :" these words do not add much to the force of it : "which I shall be possessed of interested in or entitled to." It is admitted there would be no doubt, if she had said, "of which I have power to dispose." Those last words would not add much after what she said before. But take it according to the strict technical rule in Sir Edward Clere's Case, that a general disposition will not dispose of what the party has only a power to dispose of, unless it is necessary to satisfy the words of the disposition. Mrs. Millar had no other real estate. I am bound to satisfy all these words upon the technical rule. I can satisfy them no other way. I cannot avoid supposing what every one must be convinced she meant, that she made no difference between what she had from her husband and her other property. Therefore there is no difficulty as to this moiety ; and the other belongs to Charles Millar Standen and Caroline Elizabeth Standen.^ JONES V. TUCKER. (Court of Chancery, 1817. 2 Mer. 533.) Mary Mones, by her will, gave and devised all her freehold and copy- hold estates to the use of the defendant Tucker, his heirs and assigns, upon trust to permit Elizabeth Smith, widow, to receive the rents, &c. for her life, for her own use and benefit ; and, after her death, upon trust to sell and dispose of the same, and out of the produce thereof (among other things) to pay, and the testatrix thereby bequeathed, ilOO, "to such person or persons as the said Elizabeth Smith should by her last will appoint;" and, subject to the payment thereof, and of certain other sums thereby given, the testatrix gave and devised the said estates to the defendant, his heirs and assigns, and appointed him sole executor. 1 The decree was affirmed in the House of Lords, 6 Bro. P. C. (Tonil. ed.) 193. Ch. 7) WHAT WORDS EXERCISE A POWER 383 Elizabeth Smith survived the testatrix Mary Mones, and made her will as follows : "I will and bequeath to Mrs. Mary Jones (the plain- tiff) the sum of ilOO, likewise the whole of my household furniture, plate, and linen, &c. Whatever remains to me for rent from Mr. Tucker, is to discharge my rent and funeral. I likewise appoint the aforesaid Mary Jones to be my sole executor. And if the said Mary Jones should decease, her husband Mr. Richard Jones to execute in- stead." Elizabeth Smith died on the 7th of March, 1814, and the plaintiff Mary Jones proved the will. The bill, charging that Elizabeth Smith, at the time of her death, was not possessed of, or entitled to any personal estate whatever, except a few articles of household furniture, which were shortly afterwards sold by the plaintiffs for £13, and the produce applied in payment of her funeral expenses ; and that she had often, before she made her will, expressed and declared it to be her intention to give to the plaintiff Mary Jones the sum of ilOO, over which the power of appointment was given her by the will of Mary Mones ; and that, in making her will, she particularly instructed the person who prepared it, that the said sum of £100, so charged on the freehold and copyhold estates, should be thereby disposed of and given to the plaintiff ; prayed that the defend- ant might be decreed to pay the same accordingly ; or that so much of the three per cents, (wherein the produce of the estates sold had been invested) as was necessary, should be sold, and the ilOO paid thereout. The defendant, by his answer, submitted that the ilOO given by the will of Elizabeth Smith was not an appointment of the £100 under the will of Mary Mones, but a general legacy ; and said that, so far from having made (in the defendant's presence, or to his knowledge) any such declarations of intention as in the bill stated, Mrs. Smith had, since the date of her will, expressed a wish to sell the reserved sum of £100, and had even offered the same for sale accordingly. No evidence was gone into; and the bill not having put in issue the fact that Mrs. Smith had no other property but the furniture, which was sold, at the time of making her will, a motion had been made before the Lord Chancellor, for liberty to amend, by inserting a charge to that effect; but which was refused, the cause being already set down for hearing; and it now came on to be heard upon bill and answer. The Master of the Rolls [Sir William Grant]. Although the property in dispute, in this case, is of little value, the question is of considerable importance. With reference to the general rule, to which it is sought to make it an exception, it is, assuming the statement to be true, perhaps as strong a case as can be brought before the court. If a person, having no property at all, and only a power over a certain sum of money, gives that single sum, little doubt can arise as to the in- 384 POWERS (Part 3 tention. But the question is, how we can get at the fact, and whether there can be an inquiry for the purpose of ascertaining it. In Andrews V. Emmott, 2 Bro. 297, in the first instance, the court did direct an inquiry into the state of the property, at the time of the will being made, as well as at the time of the death. But, when the cause came on for further directions, the Master of the Rolls seems to have been of opin- ion, that the quantum of property was not a fit subject for inquiry. I agree that that was a weaker case than the present. It was not asserted that the testator there had no personal property, but only that he had not enough to pay all he had given ; which is but a slight circumstance as an indication of intention. Here it is alleged, that the testatrix had no property, except a few articles of household furniture, which she has specifically bequeathed. Some property, however, she had. She speaks of rent due to her, as well as household furniture, plate, and linen. Then, what is to be the quantum of property that shall furnish the criterion for deciding whether a testator, making a bequest, is or is not exercising a power? It is not like an inquiry whether there be any- thing but copyhold to answer a devise of land. The question there is, whether there was anything for the will to operate upon at the time when it was made? A will of personalty speaks at the death. The state of that description of property at the time of the will, does not furnish the same evidence as to the intention. In the case of Nannock v. Horton, 7 Ves. 398, the Lord Chancellor, referring to Andrews v. Emmott, and other cases of that class, takes it to be settled "that you are not to inquire into the circumstances of the testator's property at the date of the will, to determine whether he was executing the power or not." In my own private opinion, I think the intention was to give the f 100, which the testatrix had a power to dispose of ; but I do not conceive that I could judicially declare the power to have been executed, even if the result of an inquiry should verify the representation that is made as to the state of her property. Bill dismissed.^ 2 Accord : Webb v. Honnor, 1 Jac. & W. '352 (1820) ; Davies v. Thorns, 3 De G. & Sm. .347 (1849). Contra: White v. Hicks, 33 N. Y. 383 (1865). And see Munson v. Berdan, 35 N. J. Eq. 376 (1882). Ch. 7) WHAT WORDS EXERCISE A POWER 385 WALKER V. MACKIE. (Court of Chancery, 1827. 4 Russ. 76.) The testatrix in this case had power to appoint by will a certain leasehold estate, and certain sums of 3 per cent, stock, which were standing- in the name of the Accountant-General of the Court of Chan- cery. She was entitled to both for her life ; and the stock had been transferred to the accountant-general upon a bill filed by her. The testatrix began her will by giving certain pecuniary legacies, and then gave "all the rest and residue of her bank stock to her god- daughter, Mary Ann Wood, with her wearing apparel, goods, and chattels of every kind whatsoever, and all other property she possessed at the time of her decease, excepting i50 of her bank stock, which she gave thereout to her executors." It was proved, that she had no bank stock, nor any stock whatsoever, except the stock in court, over which she had a power of appointment. The question was, whether the will was a good execution of the power, so as to pass the stock. The Master of the Rolls [Sir John Leach] was of opinion that the will was a good execution of the testatrix's power as to the 3 per cent, stock in court ; that her pecuniary legacies were payable out of it ; and that the will was also a good execution of her power as to the leasehold estate ; it being plain that she meant to describe the prop- erty, over which her power extended, under the words — "all other property which she possessed," — by excepting out of it £50 of her bank stock, which she gave to her executors.^ 3 Siisd. Pow. (Sth ed.) .'^21: "But it has been since said that Walker v. Mackie does not appear to be reroncilenltle with other cases, particularly that of Webb v. Iloniior. ?> IMyl. &: Kee. tl9T. But Webb v. Hounor, it is sub- mitted, is not an authority against Walker v. Mackie, nor is it entitled to more weight than the latter case, and the writer is not aware of any other case not reconrileuLlo with Walker and Mackie. The observatiou alluded to was made in the case of Huslies v. Turner, in which Sir John Leach at the Rolls followed the doctrine in Walker v. Mackie, Hughes v. Turner, 3 Myi. & Kee. ()GG ; but when upon the rehearing in Hughes v. Turner, it was de- cided that the testatrix was seised in fee of estates in the counties she mentioned in her will, the main prop of his argument was removed, and it would have been dillicult to hold that the mere gift of two or three tritliug articles which were in effect couii)rised in the power, the testatrix's posses- sion of which was not accounted for without reference to the power, could give to a general residuary gift and devise the operation of an execution of tlie power."' Per Wood, Y. C, In re Davids' Trusts, H. R. V. Johns. 40.5. 499: "The testatrix describes the subject of the gift as 'my property to be found in the Three and a Half per Cent. Reduced Bank Annuities now reduced to Three and a Quarter per Cent., and all other property whatsoever and wheresoever,' which wou^d. to say the least, be a very fanciful way of describing the prop- erty of which she might die possessed. At the date of the will the stock had for many years ceased to bear the old name, and it would be a strange thing for a testatrix, intending to describe her possible future acquisitions; 4 Kales Prop. — 25 386 POWERS (Part 3 GRANT V. LYMAN. (Court of Chancery, 1828. 4 Russ. 292.) The testator, John Veal, made his will, inter alia, in the following words : "I give and bequeath my present dwelling-house, garden, premises, and land adjoining, now in the occupation of Mr. Charles Baker, to Elizabeth, my dearly beloved wife, for her use and benefit during her life, and with a power of giving and disposing of the said house and premises after her decease, with the limitation and condi- tion of her bequeathing the same to any one of my own family she may think proper. Item, I give and bequeath to my said wife all my household furniture, plate, linen, books, and other utensils ; and, after her decease, to any one or more of my own family she may wish or direct." Elizabeth Veal, the testator's wife, survived him, and by her will "gave and bequeathed all her leasehold property, her moneys and securities for money, goods, furniture, chattels, personal estate and effects whatsoever, subject to the payment of her just debts, funeral and testamentary expenses and legacies, to trustees upon trust to con- vert the same into money, and to stand possessed of the same, for the only use and benefit of John Grant, when he should attain twenty-one ; and if he should die before twenty-one, then to the only use and benefit of the brothers and sisters of the said John Grant who should be living at the time of his decease, with benefit of survivorship between them." It was proved in the cause, that the testatrix, at the making of her will and her death, had no other leasehold property than the dwelling- house bequeathed to her by her husband. John Grant, the legatee, was nearly related to the testator John Veal, but was one degree more remote than his next of kin. It was not contended that John Grant could claim any part of the personal chattels of the testator John Veal, which might be in the pos- session of his widow at her death, under the general description of "her moneys, &c. ;" but it was insisted, that, inasmuch as the testa- trix had no other leasehold estate than the dwelling-house specifically to designate them by a name which had long been obsolete. This alone seems to show that she was referring to specitic stock, which liad once been linown as a sum in the Three and a Half per Cents., and was at the date of the will converted into Three and a Quarter stock. This view is confirmed by an additional circumstance. The power did not authorize an exclusive gift, and accordingly we find two gifts of £10 each to the only two other objects of the power, followed by the gift of all the residue of the stock and all other property to Charlotte Elizabeth Dixon. The question which I have to decide is whether, under these circumstances, I must not treat this as a gift of two sums of £10 out of specific stock, and a specific gift of the residue of such stock, together witli all other property of the testatrix, to the petitioner. The distinction is a very nice one; but I am of opinion that I am justified in holding the terms to be suffit>ient to constitute a specific disposition of an existing fund." Ch. 7) WHAT WORDS EXERCISE A POWER 387 described in the testator's will, the bequest of all her leasehold prop- erty amounted to evidence of her intention to exercise her power in that respect ; and further, that John Grant, being one of the testator's family, was capable of taking, although not one of his next of kin. The Master of the Rolls [Sir John Leach]. It is well settled, that, if the donee of a power has no freehold estate, except that which is the subject of the power, the will of the donee, giving freehold estate, will be so far deemed an execution of the power ; for otherwise the will, as to that property, would wholly fail. There is no distinc- tion between freeholds and leaseholds in the nature of the subjects ; the difference is only in the quantity of interest : and there does not appear to me to be any solid ground, upon which it is to be maintained that a gift of leasehold, where the donee of the power has no other leasehold than the subject of the power, is not equally to manifest an intention to execute the power, as a gift of freehold under the same circumstances. A general gift of moneys, securities for moneys, and other personal chattels, which are in their nature subject to constant change and fluctuation, stands upon very different principles ; and as to them, the will must refer to them as the subjects of the power, or they will not pass.* [The Master of the Rolls then considered the question whether appointment of that moiety of the tenements in Surrey, of which she the gift to John Grant was good, and determined that it was.] DENN d. NOWELL v. ROAKE. (House of Lords, 1830. 6 Bing. 475.) This cause having been removed by a writ of error from the Court of Common Pleas to the Court of King's Bench, and thence to the House (pi Lords, the opinion of all the judges was now delivered by Alexander, C. B. My Lords, — there is no difference of opinion among the judges in this cause. The question which they have had to consider in pursuance of your Lordships' order, is expressed in these words : Whether, upon the facts stated in the special verdict in this case, the will of Sarah Trymmer operated as an execution of the power of was tenant for life, with the power of appointment stated in the special verdict. The facts stated in the special verdict, which it is material to recol- lect, are these: In the year 1749, estates, one moiety of which is now in question, upon the death of their father. Miles Poole, descend- ed upon Sarah the wife of Thomas Scott, and Elizabeth the wife of Henry Roake, who were his daughters and co-heirs, validly settled to ■t But cf. Webb v. Honnor, 1 Jac. & W. 352 (1820). 3SS POWERS (Part 3 the following- uses : one full undivided moiety to the use of Thomas Scott for life ; the remainder to the use of Sarah Scott his wife for life ; remainder to the use of such person or persons, and for such es- tate and estates, as the said Sarah Scott, whether covert or sole, should bv any deed or writing under her hand and seal, to be sealed and executed in the presence of three or more credible witnesses, with or without power of revocation, or by her last will and testament in writ- ing, or any writing purporting to be her last will and testament, to be by her subscribed and published in the presence of three or more cred- ible witnesses, from time to time limit, direct, or appoint; and for want of appointment, to the use of the children of that marriage; and in default of issue, this moiety was limited to Elizabeth Roake for her life, with limitations to her family analogous to those which I have mentioned respecting Sarah Scott and her family. The other undivided moiety was limited for the use of Elizabeth Roake for life, subject to limitations exactly of the same nature and description with those I have already mentioned as to the preceding moiety. It is unnecessary to detail them. Sarah Scott survived her first husband, Thomas Scott, and afterwards intermarried with one John Trymmer, whom she also survived. She feecame a widow the second time in 1766. In 1775 she pur- chased the other undivided moiety from the family of Roake. By deeds dated in that year, that moiety was conveyed to make a tenant to praecipe, in order to the sufifering of a common recovery, which recovery it was declared should inure to the use of Henry Roake for life, with remainder to Sarah Trymmer, the widow, in fee. Henry Roake died in 1777, and by his death Sarah Trymmer came into the possession of that undivided moiety. From this time, therefore, to the time of her death, she had the absolute and entire interest in that undivided moiety of the estate which had been originally by the deeds of 1750 limited to the family of Roake; and as to her own moiety, her first husband, Thomas Scott, being dead, she was tenant for life of it, with power of appointment or authority before particularly stat- ed, and in default of appointment the estates stood limited to the sev- eral uses I have also before stated. Such were the rights, interests, and authorities which were vested in Sarah Trymmer when she made the will to which the question put by your Lordships refers. That will is dated on the 6th of June 1783, has all the solemnities required by the deed of 1750, creating the power, and is, so far as respects this subject, in the following words : "I hereby give and devise all my freehold estates in the city of London and county of Surrey, or elsewhere, to my nephew John Roake, for his life, on condi- tion that out of the rents thereof, he do from time to time keep such estates in proper and tenantable repair ; and on the decease of my said nephew John Roake, I devise all my estates, subject to and chargeable Ch. 7) WITAT WORDS EXERCISE A POWER 389 with the payment of £30 a year to Ann, the wife of the said John Roake, for her life, by even quarterly payments to and among his chil- dren lawfully begotten, equally, at the age of twenty-one, and their heirs as tenants in common ; but if only one child should live to attain such age, to him or her, or his or her heirs, at his or her age of twen- ty-one. And in case my said nephew John Roake, should die without issue, or such lawful issue should die before twenty-one, then I devise all the said estates, chargeable with such annuity of £30 a year to the said Ann Roake for her life in manner aforesaid, to and among my nephews and nieces Miles, Thomas, John, James, and Sarah Pinfold, and Susannah Longman, or such of them as shall be then living, and their heirs and assigns forever.'' My Lords, we are of opinion that this devise is not an execution of the authority given to Sarah Trymmer by the settlement of 1750. There are many cases upon this subject, and there is hardly any sub- ject upon which the principles appear to have been stated with more uniformity, or acted upon with more constancy. They begin with Sir Edward Clere's case in the reign of Queen Elizabeth, to be found in the Sixth Report, and are continued down to the present time ; and I may venture to say, that in no instance has a power or authority been considered as executed unless by some reference to the power or au- thority, or to the property which was the subject of it, or unless iht provision made by the person intrusted with the power would have been ineffectual — would have had nothing to operate upon, except it were considered as an execution of such power or authority. In this case there is no reference to the power, there is no reference to the subject of the power, and there is sufficient estate to answer the devise without calling in the aid of the undivided moiety now in ques- tion. All the words are satisfied by the undivided moiety of which she was the owner in fee. It is said that the present is a question of intention, and so perhaps it is. But there are many cases of intention, where the rules by which the intention is to be ascertained are fixed and settled. It would be extremely dangerous to depart from these rules, in fa- vor of loose speculation respecting intention in the particular case. It is, therefore, that the wisest judges have thought proper to adhere to the rules I have mentioned, in opposition to what they evidently thought the probable intention in the particular case before them. I will refer to one only, to Jones v. Tucker, 2 Mer. 533, before Sir William Grant. In that case a person had power to appoint ilOO by her will; she bequeathed £100 to the plaintiff, and, it is said, had nothing but a few articles of furniture of her own to answer the bequest. The language, which, according to the reporter. Sir W. Grant used was this, "In my own private opinion, I think the intention was to 390 POWERS (Part 3 give the ilOO which the testatrix had a power to dispose of, but I do not conceive that I can judicially declare it to have been executed." The only circumstance that has been pointed out as furnishing evi- dence of the testatrix's intending to execute the power in question, is the condition annexed to the devise to John Roake the devisee for life, viz., that he should, out of the rents and profits of the devised prem- ises, keep them in tenantable repair. I say this is the only circumstance, because it has been fixed by many cases, that using the words "my estates," although the sub- ject of the power might have been at one period the property of the person to exercise it, will not be considered as an execution of the power. We are of opinion that the direction respecting the repairs has no efifect in proving, according to the authorities, that this testatrix meant to execute her authority over the undivided moiety of this es- tate. It appears to us that this would be to contradict that long list of decisions to which I have referred, and would be to indulge an uncer- tain speculation in opposition to positive rules. There is no incongruity in directing a tenant for life of an undivided moiety to keep his share of the premises in repair. A person with such an interest is not without remedies for enforcing repairs, and at the worst the devise would make him liable as against the remainder- man for dilapidation. It seems, therefore, to my brothers as well as to myself that the question which your Lordships have been pleased to put to us should be answered in the negative, and that the will of Sarah Trymmer did not operate as an execution of her power. Judgment of the Court of King's Bench affirmed.^ 5 In tlie Common Pleas the defendant had judgment. Doe d. Nowell v. Roake, 2 Bins;. 497 (lS2o) : but this was reversed in the King's Bench on writ of error, Denn d. Nowell v. Roake, 5 B. & C. 720 (1S2G). The ease In the House of L(yds, where the judgment of the King's Bench was affirmed in accordance with the opinion of the judges, is reported fully, sub. nom. Roake V. Denn, in 4 f>ligh N. S. 1. In the following cases a residuary clause of general words of devise were held not to amount to an execution of the power. Nannock v. Horton, 7 Ves. Jr. 391, 400; Hollister v. Shaw, 40 Conn. 248; Harvard College v. Balch, 171 111. 275, 2S3, 49 N. E. 543; Md. Mut. Ben. Soc. v. Clcndinen. 44 Md. 429, 431, 22 Am. Rep. 52; Burleigh v. Clough, 52 N. H. 207, 13 Am. Rep. 23; Meeker v. Breintnall, 38 N. J. Eq. 345; Bingham's Appeal, 64 Pa. 345; Mason V. Wheeler, 19 R. I. 21, 31 Atl. 420, 01 Am. St. Rep. 734; Bilderback v. Boyce, 14 S. C. 528. In In re AVait, 30 Ch. 617, 621, tlie testator having a special jwwer to appoint by will two estates at B. and S. respectively and also a power to appoint some shares in the B. Colliery by his will made gifts of "my estate at B." and of "my estate at S." and another gift of "all my share and intei-- est in the B. H. & W. Colliery Cos." He had no property of his own at either B. or S., but he had some shares of his own in the B. Colliery. Held, that the power was exercised not only as regarded the estates at B. and S., Ch. 7) WHAT WORDS EXERCISE A TOWER 391 In re MILLS. (Chancery Division, 1886. L. R. ,34 Ch. Div. ISG.) Thomas Mills, who died in 1865, by his will dated in 1860, devised certain real estate to trustees upon trust for his widow for life, and then for his son William Braithwaite Mills for life, and after his death for such one or more of his children or other issue born in his life- time as he, the son, should by deed or will appoint ; and, in default, upon trust for the son's children equally. The widow died in 1880. William Braithwaite Mills, by his will, dated the 13th of November, 1884, after appointinp;- trustees and executors, and giving his furniture and other household effects to his wife absolutely, proceeded as fol- lows : "I devise and bequeath all my real and personal estate not hereby otherwise disposed of unto my trustees upon trust," to sell and convert and out of the proceeds to pay his funeral and testamenta- ry expenses, debts and legacies, and to pay the income of a sum of £7,000, part of such proceeds, to his widow while she remained unmar- ried, with remainder, as to the capital, in trust for his children by her, or their issue, as his wife should appoint, and, in default, in trust for his children by her who being sons should attain twenty-one or daugh- ters attain that age or marry, in equal shares. And the testator fur- ther directed his trustees to hold the sum of £3,500 in trust for his daughter Helena, and the remainder of the residuary trust funds in trust for his son John Harker Mills, but if he should die before at- taining twenty-five, then for such child or children of John H. Mills as should survive him and being sons attain twenty-one or daughters attain that age or marry, and if no such child then for the testator's other children in equal shares. Then followed a direction settling the shares and interests of his daughters, including the £3,500, for their separate use without power of anticipation, with remainders to their children as they should appoint, and in default, to such children. W. B. Mills died on the 9th of January, 1886, leaving surviving him his widow and four children, namely, his son John Harker Mills and daughter Helena Mills, both by a former wife, and two daughters by his present widow. Neither at the date of his will nor at his death had he any real estate of his own. but also as to the shares in the B. Colliery. Contra: Lewis v. Lewellyn, 1 T. & It. 104 : Napier v. Napier, 1 Sim. 2S. Such words in tlie instriinieut of appointment as "tlie residue of my es- tate belonjiinj; to me at the time of my decease or over wliich I may have any power of disposition or control," or "1 bequeath all my property over which I Iiave any disposing jiower," have been lield sullicient to exercise tlie power. In re Teape's Trust, L. It. IG E(i. 442 ; Thornton v. Thornton, L. R. 20 E(i. ,599. But the words "all my real and personal estate to which I may be possessed or entitled or over which I may liave 'any bcneticial power of disposition' " has been held insuthcient to execute a special power. Ames V. Cadogan, L. R. 12 Ch. Div. 868. 392 POWERS (Part 3 The question was whether the general devise in W. B. ]Mills' will operated as an exercise of the special power of appointment given him by the will of his father, Thomas Mills. To have this question decided, the trustees of the will of Thomas Mills took out an originating stmimons against the widow, children, and trustees of the will of W. B. Mills, for a declaration whether the latter will did or did not execute to any and what extent the power given to W. B. Mills by the former will, and who were now beneficially entitled to the property the subject of the power ; and how the costs of the application should be provided for. Kay, J. The short question in this case is whether a special power of appointing real estate among children or issue is exercised, since the Wills Act, by a general devise of real estate where the appointor at the date of his will had no real estate of his own? [His Lordship then stated the facts and continued:] There is no reference in the son's will to the power of appointment or to the property comprised in it ; but at the date of the will, and also at the time of his death, he had no real estate of his own. He left children by a former wife, besides children of the wife mentioned in his will. It is argued that before the Wills Act, 1 Vict. c. 26, this wovtld have been an exercise of the power, because at the date of the will he had no other real estate, and the general devise in the will under the old law must therefore be treated as if it had been a devise of the particu- lar real estate which was the subject of the power. But it is said, on the other hand, that the reason for this was because otherwise that devise could have no possible operation, whereas, this will being since the W'ills Act, the testator might have acquired real estate of his own after the date of the will which would pass by such a devise. The case of personal estate under the old law, it is suggested, could never be precisely analogous, because it could hardly happen that a testator could at the time of his will be without some personal estate. However, it is certain that under the old law a general bequest of per- sonal estate would not operate as the exercise of a power of appoint- ment of personal property, even where it was clear that at the date of the will the bequests in it could not be satisfied out of the testator's own personal estate. Parol evidence of that fact was not admissible. Jones V. Tucker, 2 Mer. 533 ; Jones v. Curry, 1 Sw. 66. In Nannock v. Horton, 7 Ves. 391, 399, where the testator had power to appoint £4,000 stock by will, he, by his will, gave various sums of stock. Lord Eldon in his judgment contrasts the case of per- sonal estate thus : "Every gift of land, even a general residuary devise, is specific. Only that, to which the party is entitled at the time, can pass. But, as to personal estate, he may give that, which he has not, and never may have ; and at all events whatever he may happen to Ch. 7) wnAT WORDS exercise a power 393 have at his death will pass. He might have had stock, before he died; though he might have had none at the date of the codicil." It is strange that the question should not have been determined, but counsel have not cited, nor can I find, any decision precisely in point. It is purely a question of intention. Did the testator intend to exercise his power? Bennett v. Aburrow, 8 Ves. 609, 615; Denn v. Roake, 6 Bing. 475. The intention of a testator can only be inferred from the words of his will, and from the circumstances which at the time of executing it were known to him, and which the court, putting itself in his place, is bound to regard. Here, at the date of his will, the testator had no real estate. By his will he in general words gives "all my real and personal estate." Power and property are completely distinct ; and if he had at that time any real estate it is clear the power would not have been exer- cised. The other principal facts bearing upon the question of his in- tention are these. The will contains a gift out of the bulk of the pro- ceeds of his real and personal estate to his wife, who was not an ob- ject of the power, and a direction out of the same fund to pay funeral an(} testamentary expenses and debts, which could not be done out of the property subject to this special power. The provisions for issue of children are not confined to issue bom in his lifetime, to whom alone under the terms of the power he could make a valid appoint- ment. All these are indications which tend to prove that it was not his intention to exercise this special power. Doe v. Bird, 11 East, 49, shows that such indications ought to be regarded. Besides, I must suppose him acquainted with the law which enabled him by a general devise to pass real estate he might acquire after the date of his will : in fact most people, I suppose, are now aware of this. It is the intention at the date of his will which must be considered. If the power was exercised by this general devise, any real estate acquired by the testator afterwards would also pass, unless that gen- eral devise could be read as referring exclusively to the property sub- ject to the power, which, since the Wills Act, seems impossible.® <-' In Wooster v. Cooper, 59 N. J. Eq. 204, 224. 45 Atl. 3S1. aso. Gray, Y. C. says: "It is not so clear, as the learned counsel for the defendant contends, that a general devi.se of lands by the donee of a power, who owns no lauds at the date of the will, nuist, in New Jersey, be held to have been made in view of the power and with an intention to execute it. The theory upon which the alx)ve-recited cases go, is, that the testatrix must liave contem- plated the execution of the power, because when she made her will devising real estate she had no land of her own, and that within the power was the only land which she had at her disposal, and therefore she intended by the devise to execute the power. This theory had support as indicative of the testator's intent at the time of making his will, so long as the state of the law was such that a devise passed only those lauds (whereof the testa- tor died seized) which he owned at the time of the making of his will. Smith v. Curtis, 29 N. J. Law. 352. This condition of the law was, however, chang- ed by the statute of 1851 (Gen. Stat. p. 37(51, § 24), which declared that lands whereof the testator died seized, though acquired after the making of 394 POWERS (Part 3 But the cases under the old law show plainly that, if the devise did operate upon property belonging to the testator, general words such as these would not exercise a power. The reason for holding that such words did exercise the power was, that otherwise they could not have any operation. Under the old law a general devise never both passed property of the testator and also exercised a power, unless that was shown to be the intention by some other indication. The language of Chief Baron Alexander in the House of Lords in Denn v. Roake, 6 Bing. 478, is this : 'T may venture to say, that in no instance has a power or authority been considered as executed unless by some reference to the power or authority, or to the property which was the subject of it, or unless the provision made by the person entrusted with the power would have been ineffectual — would have had nothing to operate upon, except it were considered an execution of such power or authority.'' Sir William Grant in Bennett v. Aburrow says that the intention may be collected from other circumstances than an express reference to the power, "as, that the will includes something the party had not otherwise than under the power of appointment ; that a part of the will would be wholly inoperative, unless applied to the power." , It is impossible to say that a general devise is wholly inoperative if it passes real estate acquired afterwards ; and if it might have that operation when made, it is difificult to treat it as wholly ineffectual because the testator at the date of his will had no real estate. Cer- tainly it would at least be potentially operative. You could not say it "would be wholly inoperative." A testator well-advised, though he had no real estate at the time of making his will, and though he desired not to exercise a special power, might still wish to insert in his will a general devise of real estate. Perhaps the case which most nearly touches the point is Matting- ley's Trusts, 2 J. & H. 426, in which it was'decided that under the new law a special power to appoint stock among children was not exercised by appointment of "my money in the funds," although the testator at a will, should pass by a general devise unless a contrary intention was ex- pressed. This statute destroys the hypothesis upon which the above-stated theory depends, for since a general devise will now pass not only the lands left by the testator, which he owned at the date of his will, but also those which he acquired after that date, it is no longer true that the will of a donee of a power having, at the time of making his will, no lands other than those disposable within the power, would be inoperative unless applied to the power. The will may now operate at the time of the testator's death upon lands not within the power, which he acquired after the making of the will. The testator by his general devise may have intended to devise such after acquired lands, and as this possibility satisfies all the provisions of the will, without applying it to the power, it can no longer be main- tained that a testator, who is the donee of a power, must, ex necessitate, be held to have intended to execute the power when making a general de- vise of land." Ch. 7) WHAT WORDS EXERCISE A POWER 395 the date of the will had no stock of his own ; because, as the Vice- Chancellor said, if it were held that those words pointed to a specific fund, it would follow that they would not pass any after-acquired prop- erty of that description. That is to say, the words which are read as exercising the power in the case of personal estate must be such as refer to the property com- prised in the power exclusively, and would not be operative upon aft- er-acquired personal estate. This was precisely the reason why a general devise of real estate under the old law effected the execution of a power where the testator had no real estate at the time. The will was read as though it con- tained a specific devise Of the real estate which was the subject of the power, and that specific devise of course could not, under any circum- stances, pass any other estate. Speaking for myself, I have the strongest objection to anything like a general rule for discovering intention. To say that, wherever a tes- tator making a will since the Wills Act has no real esiate at the date of his will, that testator shall be taken to have intended by a general devise to exercise a special power over real estate, would to my mind be so unreasonable as to be irrational. I believe that such a rule would defeat the intention at least as often as it would effectuate it. There being no such decision upon a will made since the Wills Act, the former authorities are not precisely in point ; and I feel emanci- pated from any restriction they might put upon my judgment. The far better and safer rule, in my opinion, is in each case to con- sider and weigh the words of the particular will and the surrounding circumstances at the date of it, amongst which the enlarged operation of a general devise is a most important one. It has been suggested that the Wills Act shows an intention rather to extend the operation of wills in exercising powers — at least as to general powers, which by sect. 27 are to be considered as exercised by a general devise or bequest unless a contrary intention appear by the will — and that therefore a special power should be still treated as ex- ercised in all cases where it would have been so treated under the old law. The argument involves a fallacy. If the reason for presuming the intention of the testator to exercise the special power is taken away by other provisions in the Act, the presumption ceases ; and the fact that general powers are specially provided for affords no indica- tion that the Act intended to preserve the presumption as to the exer- cise of special powers when it destroyed the reason for that presump- tion. On the best consideration I can give in this case, to the words of the will, and to the circumstances of the testator at the time, I do not believe he intended to exercise this special power. If not exercised the property would go in default amongst all his children: it is rea- sonable to suppose he desired not to disturb that provision. I believe 396 POWERS _ (Part 3 either that he forc^ot all about the power or that he desired not to ex- ercise it. If he forgot the power but intended to pass the property subject to it, possibly that might be sufficient ; but I cannot find any- thing to satisfy me that this was his intention. The burden of proof is on those who assert affirmatively that the power was exercised: the court must be satisfied of this by sufficient evidence. I am not so satisfied. The inclination of my opinion is that the testator did not intend to exercise this special power. '^ The costs will come out of the general residue of the testator's estate. AMORY V. MEREDITH. (Supreme Judicial Court of Massachusetts, 1863. 7 Allen, 397.) Hoar, J. The testatrix, Miss Elizabeth Amory, being in feeble health, conveyed all her real and personal estate to trustees, upon the trust to manage the property and pay the income of it to her during her life ; to reconvey the whole to her whenever she and the trustees should think it expedient to terminate the trust ; or, upon her decease before its termination, to convey it to such persons as she should by her last will designate; or, upon her death intestate, to her heirs at law. She afterward inherited a small amount of real and personal estate which was not included in the trust, and the trust was not termi- nated during her life. By her last will she gave and devised one half of all the estate, real, personal and mixed, of which she should die seised or possessed, to trustees, for the benefit of the family of a brother; one tenth in trust for a sister and her children; and the residue of her said estate to four brothers and sisters named in the will. This suit is brought by her executors and trustees to obtain the direction of the court in the execution of their trusts, on account of the conflicting claims of the heirs at law and the devisees under the will. And the question is, whether the real and personal estate em- braced in the deed of trust will pass under the will ? The answer to this question is to be sought by ascertaining the in- tent of the testatrix as manifested by the will ; and this intention be- ing once ascertained, effect is to be given to it accordingly. We are therefore to decide whether the language of Miss Amory's will, construed in reference to all the property in wdiich she had a legal or equitable interest at the time it was made, and at the time of her death, shall be held to include in its disposition the property of which she had a power of appointment. Without reviewing in detail the numerous English cases, it is per- haps sufficient to say that, according co the doctrine of the English courts of chancery, the will would certainly not be a good execution 7 Accord : In re Williams, 42 Ch. Div. 93. Ch. 7) WHAT WORDS EXERCISE A POWER 397 of the power. The cases are summed up and reviewed in Doe v. Roake, 2 Bin.c:. 497, and in Hlagj^e v. Miles, 1 Story R. 426, Fed. Cas. No. 1479. The distinction between "power" and "property" is care- fully preserved throus^h all of them ; and the refinements and subtle- ties to which this distinction leads are great and perplexing. The general rule is thus stated by Chancellor Kent, in his Commentaries : "In the case of wills, it has been repeatedly declared, and is now the settled rule, that in respect to the execution of a power, there must be a reference to the subject of it, or to the power itself ; unless it be in a case in which the will would be inoperative without the aid of the power, and the intention to execute the power became clear and mani- fest." "The intent must be so clear that no other reasonable intent can be imputed to the will ; and if the will does not refer to a power, or the subject of it, and if the words of the will may be satisfied with- out supposing an intention to execute the power, then, unless the in- tent to execute the power be clearly expressed, it is no execution of it." 4 Kent Com. (6th ed.) 335. And Mr. Justice Story, in Blagge v. Miles, gives three classes which "have been held to be sufficient dem- onstrations of an intended execution of a power: (1) Where there has been some reference in tne will, or other instrument, to the pow- er; (2) or a reference to the property which is the subject on which it is to be executed ; (3) or where the provision in the will or other instrument, executed by the donee of the power, would otherwise be ineffectual, or a m.ere nullity; in other words, it w^ould have no opera- tion, except as an execution of the power." He adds that these are not all the cases, and that it was ahvays open to inquire into the in- tention under all the circumstances ; while he agrees that "the inten- tion to execute the power must be apparent and clear, so that the transaction is not fairly susceptible of any other interpretation." And it has uniformly been held that a mere residuary clause gave no suffi- cient indication of intention to execute a power. But the inconvenience and injustice to which the English doctrine gave rise have been a constant subject of remark by the judges who applied it. Thus in Jones v. Tucker, 2 Meriv. 533, a case wdiich per- haps illustrates as well as any how far the rigid application of a rule can go in misconstruction, where a woman had a power to appoint £100 by her will, and bequeathed to the plaintiff ilOO, having no prop- erty of her own to answer the bequest except a few articles of furni- ture. Sir William Grant said : "In my owm private opinion, I think the intention was to give the £100 which the testatrix had a power to dis- pose of, but I do not conceive that I can judicially declare it to have been executed." So in Hughes v. Turner, 3 Myl. & K. 688, Sir John Leach remark- ed: "The question in this case arises from the distinction which has been adopted and settled in courts of equity between the power of disposing of property, and the technical right of property ; a distinc- 398 POAVERS (Part 3 tion which has been regretted by eminent judges, and which as Lord Eldon has observed, although professed to be adopted in order to further the intention of the testator, in nine cases out of ten defeats that object." He held the power executed. But after his death, the case was reheard by his successor as blaster of the Rolls, who re- versed the judgment with the remark, "I fear that the intention of the testatrix may be defeated by my decision." Lord St. Leonards, the highest authority on any question relating to this branch of the law, says that, "in reviewing the cases, it is im- possible not to be struck with the number of instances where the in- tention has been defeated by the rule distinguishing power from prop- erty." Sugden on Powers (8th Ed.) 338. It is not surprising that a course of decisions obnoxious to such criticisms should be at length controlled by legislation. By St. 7 Will. IV and 1 Vict. c. 26, § 27, it was declared that a general devise of real or personal estate, in wills thereafter made, should operate as an execution of a power of the testator over the same, unless a con- trary intention should appear on the will. Upon this English Statute Judge Story observes, in a note to Blagge v. Miles : "The doctrine, therefore, has at last settled down in that country to what would seem to be the dictate of common sense, unaffected by technical nice- ties." 1 Story R. 458, note. We are aware of no decisions in this commonwealth, binding on us as an authority, which should compel us to adopt a rule of construc- tion likely, in a majority of cases, to defeat the intention it is designed to ascertain and efifectuate. Seeking for the intention of the testator, the rule of the English Statute appears to us the wiser and safer rule ; certainly when applied to cases like the one now under consideration, where the testatrix is dealing with property which had been her own, and of which she had the beneficial use, as well as the power of dis- posal. The point to be determined is simply this : Did Aliss Aniory mean to dispose of the property held under the deed of trust, by the terms of her will, in devising all the estate of which she should be possessed at her death ? We can have no doubt that she did. It was originally her property by inheritance. She received the income of it during her life. She had the complete power of disposal over it by will ; and it constituted the great bulk of the property over which she had testa- mentary control. If she died intestate, like the rest of her property, it was to go to her heirs. The trust had been created merely with a view to relieve her, when in feeble health, from the trouble of man- aging and investing her estate, and with a provision that the trust should be terminated whenever, in her opinion and that of the trus- tees, it might be expedient. The rest of her property had been trans- ferred, though not to the legal ownership, yet to the care and custody of the sarne trustees ; had been treated in precisely the same manner Ch. 7) U'lIAT WORDS EXERCISE A POWER 399 with that inchided in the trust; and we can see no reason to believe that it was regarded by her in any different light. The decree wnll therefore direct the trustees to convey the property held by them in accordance with the devises and bequests of the will.® 8 In the following cases it was held, on the special context of the ap- pointing instnunont and the surrounding circumstances, that the power was well exorcised: Funk v. Eggleston. !)2 111. Slo, 84 Am. Kep. 130; Warner V. Connecticut Mut. Life Ins. Co., 109 U. S. 357, 3G7, 3 Sup. Ct. 221, 27 L. Ed. 9tJ2 ; Lee v. Simpson. 134 T. S. 572. 10 Sup. Ct. 031, 33 L. Ed. 103S. In Stone v. Forbes, 189 Mass. 1G3, 1G9, 75 N. E. 141, 142, the court, by Morton, J., said: "It is settled in this commonwealth that a general power of appointment is well executed, in the absence of anything to show a contrarj- intention, by a geiun-al residuary clause in the will of the donee of the power. Amcu'y V. Meredith. 7 Allen, 397; Willard v. Ware, 10 Allen. 2.'. E.i;27, 55 Am. Rep. 488] ; Airey v. Bower, ubi supra. In England these results have been arrived at by means of statutory enactments. But in this commonwealth they have been reached by the application of general principles. Inthis__caae,_lao_weA'erj^ the power is a sp ecial one, and it is contended that cTIfferentrules apply . It is con- ceded rnat. in regard to special as well as in regard to general powers, the question is one of intention on the part of the donee of the power. But it is contended that those claiming under a si^ecial power must show athrmative- ly that the donee intended to execute it. that it is doubtful whether a special power can be exercised by a will executed before the power was created, and that there is nothing in the case before us which fairly warrants the con- clusion that the donee of the power intended to execute it. "On principle there would seem to be no just ground for a distinction between general and special powers so far as relates to the execution of the power before or after it is created. It may be that by reason of its condi- tions or limitations the reasons are stronger for holding that a special power cannot be executed by anticipation than for holding that a general power cannot; but they do not seem to us enough stronger to warrant lis in saying that in one case the power can be executed by anticipation and in the other that it cannot. A general power of appointment is hardly Jess within the range of expectation than a special power. Before the MUlflnct so called, 1 Yict. c. 26, § 27, it was the law of England that a party claim- ing iinder a power must show that the donee intended to execute it. the presumption being that he had not executed it iniless the contrary plainly appeared. Amorv v. Meredith, 7 Allen, 397; Mills v. Mills, 34 Ch. D. 180, 194; Foulkes v. Williams, 42 Ch. D. 93. "The wills act changed this with regard to general iX)wers, but, in con- sequence of the construction given to the act by the courts, left special powers unaffected. Turnbull v. Hayes, [1900] 2 Ch. 332; s. c. on appeal, [1901] 2 Ch. 529; Foulkes v. Williams, ubi supra: "In regard to general powers the rule now is that a general devise of property real or personal is presumed to include a general power of appoint- ment unless the contrary appears from the will. Jarm. Wills (0th Ed.) 6.34, 635. In regard to special powers the riile remains the same as laid down before the passage of the wills act respecting powers generally. If it were necessary to determine the question we should hesitate to follow the rule laid down by the English cases in regard to special powers of appointment There is certainly less reason for doing so since Amory v. Meredith than 400 POWERS (Part 3 before. There would seem to be no good r eason why tlie Question whether a special power of appointment had b een exercised should not be determmed by The same rules tliat are ^' Ptl^d^in o r ner cases to tne construction or irifefT5TCtatiOTrj)r_wiils. oT~wfiy the distinction between a power and prop- erTy, wlntli"lias resulted in many instances, as courts have been compelled to admit, in defeating the intention of the testator should \^e adhered to in cases where as in the present the donee of the power has the use of the property for his life and may, not unnaturally or unreasonably, have failed to distinguish between propei'ty strictly and technically belonging to him and that of which he has the use. But we do not think that it is necessary to detennine whether the rule laid down by the English cases in regard to special powers should or should not be followed in this Commonwealth. For we think that it clearly appears that J. Malcolm Forbes intended to exercise the power and that he has done so." Note. — On the mode of executing a power of sale on a mortgage deed, see HaU V. Bliss, 118 Mass. 551, 19 Am. Rep. 476 (1875). Ch. 8) POWERS IN LIFE TENANTS TO DISPOSE OF THE FEE 401 CHAPTER VIII POWERS IN LIFE TENANTS TO DISPOSE OF THE FEE BRANT V. VIRGINIA COAL & IRON CO. (Supreme Court of United States, 1876. 93 U. S. 326, 23 L. Ed. 927.) Appeal from the Circuit Court of the United States for the District of West Virginia. In April, 1831, Robert Sinclair, of Hampshire County, Va., died, leavino- a widow and eight surviving children. He was, at the time of his death, possessed of some personal property, and the real property in controversy, consisting of one hundred and ten acres. By his last will and testament he made the following devise : "I give and be- queath to my beloved wife, Nancy Sinclair, all my estate, both real and personal ; that is to say, all my lands, cattle, horses, sheep, farm- ing utensils, household and kitchen furniture, with every thing that I possess, to have and to hold during her life, and to do with as she sees proper before her death." The will was duly probated in the proper county. In July, 1839, the widow, for the consideration of $1,100, executed a deed to the Union Potomac Company, a corporation created under the laws of Virginia, of the real property thus devised to her, describ- ing it as the tract or parcel on which she then resided, and the same which was conveyed to her "by the last will and testament of her late husband." As security for the payment of the consideration, she took at the time from the company its bond and a mortgage upon the property. The mortgage described the property as the tract of land which had on that day been conveyed by her to the Union Potomac Company. In 1854 this bond and mortgage were assigned to the complainant and Hector Sinclair, the latter a son of the widow, in consideration of $100 cash, and the yearly payment of. the like sum during her life. Previous to this time. Brant and Hector Sinclair had purchased the interest of all the other heirs, except Jane Sinclair, who was at the time, and still is, an idiot, or an insane person ; and such purchase is recited in the assignment, as is also the previous conveyance of a life- interest to the company. In July, 1857, these parties instituted suit for the foreclosure of the mortgage and sale of the property. The bill described the property 4 Kales Peop. — 26 102 POWERS (Part 3 as a tract of valuable coal land which the company had purchased of the widow, and prayed for the sale of the estate purchased. Copies of the deed of the wadow and of the mortgage of the company were annexed to the bill. In due course of proceedings a decree was ob- tained directing a sale, by commissioners appointed for that purpose, of the property, describing it as "the lands in the bill and proceedings mentioned," if certain payments were not made within a designated period. The payments not being made, the commissioners, in De- cember, 1858, sold the mortgaged property to one Patrick Hammill, who thus succeeded to all the rights of the Union Potomac Company. The defendant corporation, the Virginia Coal and Iron Company, derive their title and interest in the premises by sundry mesne con- veyances from Hammill, and in 1867 went into their possession. Since then it has cut down a large amount of valuable timber, and has en- gaged in mining and extracting coal from the land, and disposing of it. Brant, having acquired the interest of Hector Sinclair, brought the present suit to restrain the company from mining and extracting coal from the land, and to compel an accounting for the timber cut and the coal taken and converted to its use. The court below^ dismissed the bill, whereupon Brant brought the case here. Fie;ld, J. The disposition of the case depends upon the construction given to the devise of Robert Sinclair to his widow, and the opera- tion of the foreclosure proceedings as an estoppel upon the complain- ant from asserting title to the property. The complainant contends that the widow took a life-estate in the property, wath only such power as a life-tenant can have, and that her conveyance, therefore, carried no greater interest to the Union Potomac Company. The defendant corporation, on the other hand, insists that, with the life-estate, the widow took full power to dispose of the property absolutely, and that her conveyance accordingly pass- ed the fee. We are of opinion that the position taken by the complainant is the correct one. The interest conveyed by the devise to the widow was only a life-estate. The language used admits of no other conclusion ; and the accompanying words, "to do with as she sees proper before her death," only conferred power to deal with the property in such manner as she might choose, consistently with that estate, and, per- haps, without liability for waste committed. These words, used in connection with a conveyance of a leasehold estate, would never be understood as conferring a power to sell the property so as to pass a greater estate. Whatever power of disposal the words confer is lim- ited by the estate with which they are connected. In the case of Bradley v. Westcott, reported in the 13th of Vesey, Ch. 8) POWERS IN LIFE TENANTS TO DISPOSE OF THE FEE 403 the testator gave all his personal estate to his wife for her sole use for life, to be at her full, free, and absolute disposal and disposition during life ; and the court held, that, as the testator had given in express terms an interest for life, the ambiguous words afterwards thrown in could not extend that interest to the absolute property. "I must construe," said the ^Master of the Rolls, "the subsequent words with reference to the express interest for life previously given, that she is to have as full, free, and absolute disposition as a tenant for life can have." In Smith v. Bell, reported in 6 Pet. 68, 8 L. Ed. 322, the testator gave all his personal estate, after certain payments, to his wife, "to and for her own use and disposal absolutely," with a provision that the remainder after her decease should go to his son. The court held that the latter clause qualified the former, and showed that the wife only took a life-estate. In construing the language of the devise. Chief Justice Marshall, after observing that the operation of the words "to and for her own use and benefit and disposal absolutely," annexed to the bequest, standing alone, could not be questioned, said, "But suppose the testator had added the words 'during her natural life,' these words would have restrained those which preceded them, and have limited the use and benefit, and the absolute disposal given by the prior words, to the use and benefit and to a disposal for the life of the wife. The words, then, are susceptible of such limitation. It may be imposed on them by other words. Even the words 'disposal absolutely' may have their character qualified by restraining words connected with and explaining them, to mean such absolute disposal as a tenant for life may make." The Chief Justice then proceeded to show that other equivalent words might be used, equally manifesting the intent of the testator to restrain the estate of the wife to her life, and that the words, "devis- ing a remainder to the son," were thus equivalent. In Boyd v. Strahan, 36 111. 355, there was a bequest to the wife of all the personal property of the testator not otherwise disposed of, "to be at her own disposal, and for her own proper use and benefit during her natural life ;" and the court held that the words "during her natural life" so qualified the power of disposal, as to make it mean such disposal as a tenant for life could make. Numerous other cases to the same purport might be cited. They all show, that where a power of disposal accompanies a bequest or devise of a life-estate, the power is limited to such disposition as a tenant for life can make, unless there are other words clearly indicat- ing that a larger power was intended. The position that the complainant is estopped, by the proceedings for the foreclosure of the mortgage, from asserting title to the prop- erty, has less plausibility than the one already considered. [The bal- ance of the opinion on this point is omitted.] 404 POWERS (Part 3 The decree of the Circuit Court must be reversed and the case re- manded for further proceedings in accordance with this opinion; and it is so ordered. SwAYNi: and Davis, JJ., dissented. WOODBRTDGE v. JONES. (Supreme Juflicial Court of Massachusetts, 1903. 183 Mass. 549, 67 N. E. S7S.) Petition, filed February 25, 1901, for registration of title under the land registration act, St. 1898, c. 562, R. L. c. 128, to a parcel of land on the corner of Denver and Central Streets in the town of Saugus, known as the Salmon Snow place and being a portion of the real es- tate formerly owned by William H. Twiss, late of Saugus, deceased. The respondents in their answer denied that the petitioners were seis- ed in fee simple of the premises described in the petition, for the rea- son that as a matter of law the second clause of the will of William H. Twiss did not empower vSarepta Twiss, grantor of the petitioners, to give a good and valid deed of the premises. The case was tried before Davis, J. The second clause of the will of William H. Twiss is quoted by the court. The property in question, together with other land, had been con- veyed to the testator in January, 1881, by Nancy Snow, the mother of the testator's first wife, and the great grandmother of the defend- ant Dora S. Jones. The testator and his second wife, Sarepta Twiss, were married in 1858. In 1878 Nancy Snow, then a widow, who had for some years lived alone and had received much care from the tes- tator and Sarepta, having become old and feeble was brought by the testator to his own home and there cared for by the testator and Sarepta until 1887, when she died at the age of eighty-seven years, devising all her property, to the appraised value of $1,526, to William H. Twiss, with the exception of a legacy of $50 to her grandson, the father of Dora S. Jones. The probate inventory of the estate of William II. Twiss showed real estate to an appraised value of $5,985, and personal estate to an appraised value of $12,793, the premises in question being appraised at $1,900. On January 30, 1901, the premises were conveyed to the petitioners by Sarepta Twiss by a full warranty deed in common form. On the foregoing facts the judge ruled as matter of law, first, that under the second clause of the will of William H. Twiss, his widow, Sarepta Twiss, took a life estate in the premises in suit, with a power of disposing of the same in fee simple; and second, that the deed from her to the petitioners of January 30, 1901, was a valid exercise of such power; and filed a decision ordering a decree for the petition- Ch. 8) POWERS IN LIFE TENANTS TO DISPOSE OF THE FEE 405 ers. At the request of the respondents, he reported the case upon the foregoing facts, ruHngs, and decision, for determination by this court. If the ruHngs were right, a final decree was to be entered for the petitioners as ordered. If the ruhngs were wrong, a final decree was to be entered dismissing the petition. Hammond, J. Before proceeding to the consideration of this case, we desire to comment upon the form of the report. The report calls for the interpretation of a clause in a will. In such a case, for rea- sons too obvious to be stated, not only the clause itself, but the whole will, should be placed before us; and, where that is not done, we cannot be entirely free from apprehension that something which, if placed before us, would have thrown light upon the question involved, may have been omitted, and, in a close case, that the thing omitted might have led us to a different conclusion. In the report before us, no part of the will is contained in the report, except the clause upon which the question before us has arisen, and we therefore enter upon the consideration of it with reluctance. The clause is as follows : "I devise and bequeath all the rest and residue of my estate, both real and personal, to my wife, Sarepta Twiss, during her life, to use and dispose of the same as she may think proper, with remainder thereof on her decease, one-third to the heirs of my brother Isaac Twiss, one-third to the heirs of my brother John G. Twiss, and the balance to Dora S. Jones above mentioned." And the question is whether the life tenant had the power to dispose of any portion of the real estate in fee. It is a narrow and difficult question. If the writer of this will had studied the decisions made in this state and elsewhere, with a view to frame a clause which in that respect should be as ambiguous and obscure as possible, it is doubtful if he could have selected language more appropriate for his purpose than that which he actually used. As to a student in geometry it sometimes happens that a solid angle in a particular figure before him will seem at one moment to point up, and at another moment down, so the interpretation of this clause seems to change according as emphasis is placed on the word "dispose," on the one hand, or on the technical meaning of the word "remainder," on the other. On the one hand, it is urged that by the express language of the will there is devised to the wife a life estate only, with the remainder to the other devisees named in the clause ; that the word "remainder" is used in its proper technical sense, namely, as describing an estate limited to take effect and to be enjoyed after the determination of another estate which is created with it, and that in this case the previous estate is a life estate; that, if the testator had meant by the word to indicate only such property as remained undisposed of at the decease of the life tenant, he would have avoided this technical word, and would have used some such phrase as "whatever remains"; that, as against the technical meaning of the word "remainder," the testator, by the 406 POWERS (Part 3 phrase "to use and dispose of the same as she may think proper," meant simply to emphasize in express languag-e the powers over the property which are conferred by law upon the life tenant as such, just as sometimes similar language following a devise in fee has been held to describe expressly only what the law would have implied, and therefore to be of no real legal effect. See Veeder v. Header, 157 Mass. 413, 32 N. E. 358. On the other hand, it is urged that the word "dispose" is broad enough to include a conveyance in fee, and that to Umit its operation to only such power as the law gives to a life tenant strictly as such is to give to it no meaning at all ; that the word "same" clearly refers to the property itself, and not merely to the estate in it (see the lan- guage of Chapman, C. J., in Cummings v. Shaw, 108 Mass. 159, in which case, however, there was no devise over), and that the word "remainder" is not used in its technical sense, but simply means what- ever property shall remain undisposed of at the time of the decease of the life tenant (see Ford v. Ticknor, 169 Mass. 276, 47 N. E. 877). While we are not aware of any case where the language of the will is precisely like this, still authorities may be found which in their gener- al effect would fairly seem to sustain either of these views ; and, as we have said, the question, though narrow, is dilBcult. The facts re- specting the circumstances of the testator and his relation to the ob- jects of his bounty, as set forth in the report, bear some in favor of one interpretation, and some in favor of the other. The testator had no children, and the life tenant was his second wife. His property was not large, and he may have felt that the income would be insuf- ficient for her support. On the whole, we are inclined to the view that the word "same" refers to the property, and not to the life es- tate ; that the word "dispose" includes a conveyance absolute and in fee simple, and that therefore the life tenant had the power during her life to make such a conveyance of a part or the whole of the property; and that the word "remainder," while used in a technical sense, must still be held as subordinate to the power given as above stated to the Hfe tenant, and liable to be defeated as to any part of the estate over which the power was exercised. This construction gives effect to the clause conferring the right to dispose, and is not in- consistent wath the technical meaning of the word "remainder," but simply makes the estate described by it, while vesting upon the de- cease of the testator, yet defeasible by the exercise of the power con- ferred upon the life tenant. In a word, it gives effect to every clause, and is not inconsistent with what might reasonably be supposed to be the intention of the testator. For cases where language somewhat similar to that used in this will has been construed in this state, see Cummings v. Shaw, ubi supra; Ford v. Ticknor, ubi supra; Knight v. Knight, 162 Mass. 460, 38 N. E. 1131, and cases cited; Collins v. Wickwire. 162 Mass. 143. 38 N. F. Ch. 8) POWERS IN LIFE TENANTS TO DISPOSE OF THE FEE 407 365 ; Sawin v. Cormier, 179 Mass. 420, 60 X. E. 936; Roberts v. Lew- is, 153 U. S. 367, 14 Sup. Ct. 945, 38 L. Ed. 747; Lewis v. Shattuck, 173 Mass. 486, 53 N. E. 912; Burbank v. Sweeney, 161 Mass. 490, Z7 .N. E. 669. And for cases decided elsewhere, and which seem some- what in conflict with each other, see Giles v. Little, 104 U. S. 291, 26 L. Ed. 745; Little v. Giles, 25 Xeb. 313, 41 X. W. 186; Brant v. Vir- ginia Coal & Iron Co., 93 U. S. 326, 23 L. Ed. 927; Pattv v. Goolsbv, 51 Ark. 61, 9 S. W. 846; Whittemore v. Russell, 80 ^le' 297, 14 At'l. 197, 6 Am. St. Rep. 200. Decree for the petitioners as ordered.^ 1 Lewis V. Palmer, 46 Conn. 454 ; Glover v. Stillson, 56 Conn. 316, 15 Atl. 752 ; Security Co. v. Pratt, 65 Conn. 101. 180, 32 Atl. 31)0 ; Giles v. Little (C. C.) 13 Fed. 100 : Moyston v. Bacon, 75 Tenn. (7 Lea) 230. See, also. In re Cashman'.s Estate, 134 111. 88, 24 N. Y.. 963 (1890) ; Yanatta V. Carr. 223 111. 160. 79 N. E. SO (1906) ; Clark v. Middlesworth, 82 Ind. 240; Ramsdell v. Ramsdell, 21 Me. 288. PART IV RULE AGAINST PERPETUITIES CHAPTER I THE RULE AND ITS COROLLARIES CHILD V. BAYLIE. (King's Bench and Exchequer Chamber, 161S. Cro. Jac. 459.) See ante, p. 150, for a report of the case. DUKE OF NORFOLK'S CASE. (Court of Chancery, 16S2. 3 Ch. Cas. 1.) See ante, p. 153, for a report of the case. LLOYD V. CAREW. (House of Lords, 1697. Show. Pari. Cas. 137.) Appeal from a decree of dismission in chancery. The case was thus : Rice Tannott died seised in fee of several lands in the several counties of Salop, Denbigh and Montgomery, leaving three daughters and co- heirs, Mary, Penelope, and Susan. Susan married Sidney Godolphin, one of the present appellants. In July, 1674, Mary and Penelope, in consideration of £4000 paid to the said Mary by Richard Carew, Esq. ; and in consideration of a marriage to be had, and which was afterwards had, between Penelope and the said Richard Carew, by lease and re- lease, convey all those their two parts of the said lands in Denbigh, Sa- lop, and Montgomery, to trustees and their heirs, to the use of Richard Carew for life, then to Penelope for life for her jointure, then to the said trustees and their heirs, during the lives of Richard and Penelope, to preserve contingent remainders ; then to the first and other sons of 4 Kales Prop. (408) Ch. 1) THE RULE AND ITS COROLLARIES 409 Richard and Penelope in tail male successively : and in default of issue male, to the daughters of Richard and Penelope in tail : and in de- fault of such issue, as to one moiety of the said two parts, to the first and other sons of the said Penelope by any other husband in tail, the remainder of all and singul ar the prem is es to the s a id Richa rd Carew ancHiis heirTTor^vef^ subject to this proviso, "that ij it should happen that no issue ot tlTe^aid Richard, upon the body of the said Penelope, should be living at the decease of the survivor of them, and the heirs of the said Penelope should within tw elvejnonths^fte r the de cease^f_ the survivor of the said Richard and Penelope dying without issue as a foresaT^p pay Lu IJ Tgjgirs;W~^5gigirg::gf The'sa id Richa rd Carev\^~~nTg~ sum~ot £40UU. that then the remainder in fee-simple so limited , to the said-^jchard Carew and hi?^eirl' should _cea?e T~and~tKaFllien, and from tlifenceiorth, the premises should remain to the use of the right heirs of the said Penelope forever." After this Mary intermarried with the appellant Sir Evan Lloyd, and a partition was made of the premises, and the same had been enjoyed accordingly ever since, and IVIr. Carew and his lady levied a fine to Mr. Godolphin and his lady of his part ; who did thereupon by their deed dated 23 Sept. 1676, covenant to levy a fine of ]\Ir. Carew's two parts, to such uses as he and his lady should limit and appoint, but have not yet levied the said fine. Richard Carew and Penelope his wife, to avoid all controversies that might happen, whereby the estate of the said Richard Carew, or his heirs, might be questioned or encumbered by the heirs of Penelope ; and to the end to extinguish and destroy and bar all such estate, right, title, equitable or other interest, as the said Penelope then had, or her issue and heirs might have or claim to the same, by any pow'er, settle- ment, or condition, on payment of £4000 or otherwise, to the heirs of Richard Carew, by the heirs of the said Penelope; and for the settling of the same on the said Richard Carew and his heirs, did in ISIichaelmas Term, 1681, levy a fine of the share and part allotted to them, and by deed of 10 Dec. 1681, declare that the said fine should be to the use of the said Richard for life, remainder to Penelope for life, the remain- der to the said Richard Carew, his heirs and assigns forever: and do further declare, that the fine agreed to be levied by the appellants Sid- ney Godolphin and Susan his wife, by their deed dated the 23 Sept. 1676, should be to the same uses, and then direct the trustees by the first settlement to convey to those uses. Penelope died without issue in 1690. Richard Carew made his will- in August, 1691, and devised the said lands to Sir John Carew, Baro- net, his brother, subject to pay all his debts and legacies, and made Sir John Carew his executor. In December, 1691, Richard Carew died without issue, and Sir John Carew entered, and was seised and possessed of the premises, and paid £4855 for tlie debts of Richard Carew. 410 RULE AGAINST PERPETUITIES (Part 4 Sir John Carew died, and the respondent, Sir Richard Carew, an in- fant, is his son, heir, and executor. The appellants, INIary and Susan claimrngjlTeJands as heirs to Pen- elope, by virtue ot_th e said proviso in t he first settleme nt, upon payment of'tUe i4u0u exhibited thei? bill in~Chan^eixtg_compeI~tTie trustees to com^ey the estate to them upon such payment. ' ^ L'pon hearing of this cause^onTbill and answer, the court ordered a state of the case to be drawn, which was as above ; and afterwards the court [Sir John Somers, C], assisted by the Chief Justice of the Common Pleas [Sir Guorgb TrEby] and Mr. Justice Rooksby, seeing no cause to relieve the plaintiffs, dismissed their bill. And now it was argued on behalf of the appellants, that such dismis- sion ought to be set aside; and amongst other things, it was insisted on in favor of the appeal, that this proviso was not void ; that it was within the reason of the contingent limitations allowed by the late Lord Chancellor Nottingham in the case of the Duke of Norfolk, and there were quoted several paragraphs in the argument made by the said Lord Chancellor, as that future interests, springing trusts, or trusts execu- tory, remainders that are to emerge or arise upon contingency, are cjuite out of the rules and reasons of perpetuities; nay, out of the reason, upon which the policy of the law is founded in those cases, especially if they be not of remote or long consideration, but such as by a nat- ural and easy interpretation will speedily wear out, and so things come to the right channel again: that though there can be no remainders limited after afe e-simple, y e t t here jiiay^ be a con tmgenPTee^siniple arise out~of the first fee ; that the ultimum quod sit^onihe utmost lim- itation of a fee~upon a tee^ is not ye t plainly^ detemiined: thaTlKough it be impossible to limit a remainder of a fee upon a fee, yet 't is not impossible to limit a contingent fee upon a fee ; that no conveyance is ever to be set aside in Chancery, where it can be supported by a rea- sonable construction, especially where 't is a family settlement. Then these paragraphs were applied ; and further urged, that there could not in reason be any dj^fference between a contingency to happeiTHurmgli f e o r lives, or within one year a fterwards ; that the true reason of such opinions which allowed~them, if happening within the time of the par- ties' lives, or upon their deceases, was because no inconvenience could be apprehended thereby ; and the same reason will hold to one year aft- erwards ; and the true rule is to fix limits and boundaries to such limi- tations, when so made, as that they prove inconvenient, and not oth- erwise : that this limitation upon this contingency happening, was the considerate intention of the family, the circumstances whereof required consideration, and this settlement was the result of it, and made by good advice : that the fine could not bar the benefit of this proviso ; for that the same never was, nor ever could be in Penelope, who levied the fine. Ch. 1) THE RULE AND ITS COROLLARIES 411 As to the pretence, that if the appellants were relieved, Richard Carevv who married Penelope, would have no portion with her. 'T was answered, that that could not alter the case ; the agreement and inten- tion of the parties being the most considerable matter; and besides, Richard enjoyed the estate during his life without impeachment of waste. And as to the debts, 't was answered, that those were no ingre- dients in the question ; however there would be £4000 paid towards it, and the personal estate was more than enough to pay the residue. For which, and other reasons, 't was prayed that the dismission might be reversed. On the other side it was insisted on with the decree, 1, that the lim- itation byTheTettlement in July, 1674, to the heirs of Penelope, upon payment of i4000 by them to the heirs of Richard Carew, within twelve months after the death of Richard and Penelope, without issue, at the time of the decease of the survivor of them, is a void jimitation, the fee-s jmple being befor ejig iited to R ich ard and his heirs, and_so not capable of a further limitation, unless upon a contingency to h appen in the liTe of mie or more~pers on s m bemg7at the time ot the settlement ; which is the furthest that the judges have ever yet gone, in allowing these contingent limitations upon a fee; and which were the bounds set to these limitations by the late Lord Chancellor Nottingham, in the case of the Duke of Norfolk; that though there were such expressions as had been read on the other side, yet the bounds set by him to these limitations, were only dependent upon life or lives in being, and never as yet went any further : and if they should be extended, and allowed to be good upon contingencies to happen within Tvvelve months after the deaIh~of one or more personsTThey'may be as welfliTfowed r^po n' contingencies to "happerT \vithiir"a"fhousaLnd years; J^yJ^^d^ich__alL_the mi^rblefs^hat are the necessary consequents^f^ perpetuities^ which 1iavp2^ppri_';n iT-| r]n9triru j>ay^-aA-oid£dJn all ages, will be let i n: and the owner of a fee-simple thus clogged, would be no more capable of pro- viding for the necessities and accidents of his family, than a bare ten- ant for life. 2. If this limitation were good, 't wa£_urged, that the estate limited to the heirs of Penelope was virtually in her, and her heirs must claim by descent from her, and not as purchasers ; and by consequence this est ate is effectually barred by the fine of Penelope : the design of lim- iting this power to the heirs, not being to exclude the ancestor ; but because the power could not in its nature be executed until after the decease of the ancestor, it being to take effect upon a contingency, that could not happen till after that time ; and this bill and appeal was not only to have the said Richard Carew, who married Penelope, to have not one farthing portion with his wife, but to make the now respondent Sir Richard Carew, to lose the £4855 which his father Sir John Carew paid, as charged on the lands in question. For which reasons, and 412 RLXE AGAINST PERPETUITIES (Part 4 many others well urged about the mischief and danger of perpetuities, and their increase of late years, to the entangling and ruin of many families, it was prayed that the de cree of di smission might be affirmed, but the sanie^was reversed. ^ LOW V. BURRON. (Court of Chaucery, 1734. 3 P. Wms. 262.) The bill was for an account of the rents and profits of divers mes- suages and lands in Warrington, in Lancashire, on this case : John Casson, seised of an estate^ O£three lives in the premises, by his will dated the 12th of January, 1684^ de yised them to his daughter Mary Mollinejix^r life^^remainde r to her issue male, and for want of such, remaindeiLJ;o_one_Liiaiv,_under whom the plaintiff claimed. Mary Mol^ lineux, by lease and r e lease, conveyed the premis s, in consideration of her marriage with Edward Burron, to the use of herself and her in- tended husband, and the heirs of their bodies, remainder to the heirs of her husband Burron. In 1705, Mary died without issue, and the plain- tiff claiming under the person in remainder, now brought this bill for an account of the rents and profits. The questions were, first. One ha ving an estate for three lives, and de vising it to A. in ta il^-Xem ainder to B . , ^letherlthJs.X ^mainder was g ood ? 2dly, supposing it to be good, whethe r A. b y such lease a nd release could bar it ? ' As to the~firs t it was said, and so agreed by the court, that the limi- tation of an estate pur autre vie to A. and the heirs of his bodyT^iTaTces no e state-taiT in A. for all es tates-tail are estates ot mhentance, to which dower is incident, and must be withintli e Statute De Donrs ; whereas in this kind of estate, which is in no inheritance, there can be no dower, neither is it within the Statute, but a descendible freehold only. Also the Lord ChancelIvOR [Lord Taecot] held plainly, that this was a good remainder to B. on A.'s death without issue, it being no more than a descrip tion, who s hould take as specia Poccupants durmg the~tiv es~ofthese three cestui que v ies. As if the grantor ha3~saM, "ifistead of a wandering right of general occupancy, I do appoint, that after the death of' A. the grantee, they who shall happen to be heirs of the body of A. shall be special occupants of the premises; and if there shall be no issue of the body of A. then B. and his heirs shall be the special occupants thereof." And that here_canjbe n o danger of_ a^er- petuity ; for all thes ^estates w ilL de termine o ri the expiration of th e thfeeTTves! So, if instead of three, there had been twenty lives, all spending at the same tirnej^^all tHe~candles~!jghted^j. ip afbrTce ^tJyvould hav^ _ J^BeeiTgo^j^Tor^Tn eltect, it is onlyTor one hfe, (viz shall happen to be the survivor. thatjwhich T^of^wHich reason, it were very im- Ch. 1) THE RULE AND ITS COROLLARIES 413 proper to call this an estate-tail, since at that rate it would not be liable to a forfeiture, or punishable for waste, the contrary whereof is true. 2dly, the Lord Chancellor said, that though by a lease, or by a lease and release, A. might bar the heirs of his body, as in some re- spects claiming under him, yet he inclined to think A. could not bar the remainder over to B. who was i n the nature of a purchaser^ an^ would be no way subjecTfo the encumbrances of A. any more than if the estate pur autre vie had been limited to A. for Hfe, remainder to B. for life; in which case plainly A. could not bar B. especially by this conveyance of lease and release, which never transfers more than may lawfully pass : whereas the conveying away or barring the remainder limited to B. (admitting it to have been a good remainder) is doing a wrong to B. and depriving him of an estate, which w^as before lawfully vested in him. Nay, indeed, il_seerned Jyj^ Ji^im^^ j; if no act which A._ could do, would be capable of barrin g this limitation over to B. in regard ther e could be no commonTecovery suffered thereof, it bein g only an estat e f oflfves ;~~and TTis~t70Tdship saHTthaF this" (as he remembered) w^as determined in the case of Sir Hardolph Wasteneys in the House of Lords, upon an appeal from this court. But notwithstanding all this, yet, it appearing that the right of the plaintiff, and of those under whom he claimed, had accrued so long since as the year 1705, now near thirty years ago, during all which time the defendant's possession had been unmolested, and the Siatute of_L™itations being pleaded, (though it was urged, that the plaintiff had not the lease in his possession, and that the defendant in his plea had set forth, that the lease had been renewed : and though it was moreover insisted, that however the plaintiff might be disabled from bringing an ejectment, he might yet bring a bill in equity ;) the Lord Chancellor declared, he would grant no relief in the case of so stale a demand, and therefore allowed the plea. JEE V. AUDLEY. (Court of Chancery, 1787. 1 Cox, 324.) Edward Audley, by his will, bequeathed as follows, "Also my will is that ilOOO shall be placed out at interest during the life of my wife, which interest I give her during her life, and at her death I give the said £1000 untgji]iy_Jii£ce_Mary Hall and the issue of her body law- fu Uy begotten, and to be begott en, and in default of such issue I giv e th e said £1000 to be equally divided between the daughters then livin g of my kinsman John Jee and his wife Elizabeth Jee." It appeared that John.Jee_ and Eliza bet h Jee wer"e living at the t ime of the death of the testator, had four daughters and no son, and were 414 RULE AGAINST PERPETUITIES (Pait 4 of a very adva nce d age. Mary Hall was unmarried and of the age of about 40; the wife was dead. The present bill was filed by the four daughters of_ John a nd Elizabeth^Jee to have' the^TTOOO secured for tli eTr b en"eSru pon the e vent oTThe sauOIary HaH dying without leav- ing children . And the question was, w hethej the limitation to the daughters^fjolinand^lizabeth Jee was not void as beingToo reniote; and to prove it so, itwas said that this was to take effect on a general failure of issue of Mary Hall ; and thou gh it was t o the daughters of John and Elizabeth Jee, yet it was not co nfined t o the daugRtersniving at the death of the ^testator ^nd consequently it might extend~to after- bo rn dau ghters, in which ca se it would not be wi thin theji mit oT a life or Hve sTn being and Zl y ears aft er wards^ beyond whic h time_an execu- t ory devise isjv 'oid . On the other side i t was said, that though the late cases had decided that on a gift to children generally, such children as should be living at the time of the distribution of the fund should be let in, yet itwould b e very hard to adhere to such a rule of con struction so rigidly, as to defeat tHe^ evident iiifentlon of the test ator in this ca se, especially ^i~^ there was no real possijjilityjjfjohn and Elizabeth Jee having child ren after the te statoFs deajh^ they being Mthen 70^ears old; that if there were two ways of construing words, that should be adopted which would give effect to the disposition made by the testator; that the cases, which had decided that after-born children should take, pro- ceeded on the implied intention of the testator, and never meant to give an effect to words which would totally defeat such intention. The cases mentioned were Pleydell v. Pleydell, 1 P. \V. 748. Forth V. Chapman, 1 P. W. 663. Lamb v. Archer, Salk. 225. Rachel's Case, cited 2 Vern. 60. Smith v. Cleaver, 2 Vern. 38, 59. Pollex. 38. At- kinson V. Hutchinson, 3 P. W. 258. Wood v. Saunders, Pollex. 35. Hughes V. S'ayer, 1 P. W. 534. Cook v. Cook, 2 Vern. 545. Horsley V. Chaloner, 2 Vez. 83. Coleman v, Seymour, 1 Vez. 209. Ellison v. Airy, 1 Vez. 111. Master of the Rolls [Sir Lloyd Kenyon]. Several cases deter- mined by Lord Northington, Lord Camden, and the present Chancel- lor, have settled that children born after the death of the testator shall take a share in these cases ; the difference is, where there is an imme- diate dex^ise, and where there is an interest in remainder : in the for- mer case the children living at the testator's death only shall take: in the latter those who are living at the time the interest vests in pos- session; and this being now a settled principle, I shall not strain to serve an intention at the expense of removing the landmarks of the law ; it is of infinite importance to abide by decided cases, and perhaps more so on this subject than any other. The general principles which apply to this case are not disputed : tlie hmkations of ^personal estate are void^ unless they necessarily vest, if at all^ within a life^oFTives iiTBeing and 2ryeafs~oF'9''or 10 months afterwards. This has fjeen Ch. 1) THE RULE AND ITS COROLLARIES 415 sanctioned by the opinion of judges of all times, from the time of the Duke of Norfolk's Case to the present: it is grown reverend by age, and is not now to be broken in upon ; I am desired to do in this case something which I do not feel my^elf_aliib£f£yItQl3aL najnely to sup- pose~ It impossiUIe for pe^rso ns in so advanc ed a n age as John and Elizabeth Jee to have^ childr en ; but if this can be done in one case it may in loiotherT^nd it is a very dangerous experiment, and intro- ductive of the greatest inconvenience to give a latitude to such sort of conjecture. Another thing pressed upon me, is to decide on the events whic h have jiappenedX T^t" I~cannordo this "without o verturn- ing very many cases. The single qu estion before me is, not w hether the limitation is^ood in the events which h ave happened, b u t whethe r it "was p-nnA iri its crenTiony""arKT "if it were not. I cannot mak e it so. Then must this limitation, if at all, necessarily take place within the limits prescribed by law? The words are "in default of such issue I give the said £1000 to be equally divided between the daughters then li ving of John Jee and Elizabeth his wife." If it had been to "dauglv ters now living," or "who should be living at the time of my death," it would have been very good; but as it stands, this limitation may take in after-born daughters; this point is clearly settled by Ellison V. Airy, and the effect of law on such limitation cannot make any difference in construing such intention. If then this will extended to afte r-born daughters, is it within the rules of law? Most certamly n ot, because loh n and^ Elizabeth Jee mi g ht have children born te n years_a fter JJMjeg tator's death, and then Alary Hall might die witho ut issue 50 years afterwards ; in which ca se it w oj.ild ev idently tra ns- gress the rules p resc ribedT I am of opinion therefore, though the testStcrrmTght possibly mean to restrain the limitation to the children who should be living at the time of the death, I cannot, consistently with decided cases, construe it in such restrained sense, but must intend it to take in after-born children. This therefore not being within the rules of law, and as I cannot judge upon subsequent events, I think the limitation void. Therefore dismiss the bill, but without costs. ^ 1 Observe, however, that in I^iig v. Hodges, Jac. 5S.5 (1822), M. was en- titled to tlie dividends of the sum "standing in tlie name of the Accountant General, which in the event of her dying without leaving any child or chil- dren who should arrive at the age of twenty-one was to devolve upon the plaintiffs. M., having no children and being of the age of sixty-nine years, agreed to sell her interest to the plaintiffs, who now petitioned for a trans- fer of the fund in question to them. Held, the prayer of the petition was granted upon the recognizance of the plaintiffs. 416 RULE AGAINST PERPETUITIES (Part 4 LONG V. BLACKALU (Court of King's Beuch, 1797. 7 T. R. 100.) A case sent from the Court of Chancery for the opinion of the jnd^£^es of this court stated that George Blackall being possessed of a certain messuage and premises in Great Hiizeley in the county of Oxford, held by lease for years under the Dean and Canons of Windsor, by will dated 23d April 1709 directed that his wife should possess the mansion house during her widowhood, and receive the rents and profits of the residue of the premises until she should marry or die, or until one of his sons should attain the age of twenty-one years, which should first happen; and from and after the death or marriage of his said wife, which should first happen, as for and concerning the said mansion house, and as for and concerning the residue of the premises from and after the death or marriage of his said wife, or the time that one of his sons should attain the age of twenty-one, which should first happen, he bequeathed the same to his son Thomas for life, and after his decease then to such issue male or the descendants of such issue male of Thom- as as at the time of his death should be his heir at law ; and in case at the time of the death of Thomas there should be no such issue male nor any descendants of such issue male then living, then he bequeathed the same in trust to his (the testator's) son George Sawbridge for life, and after his decease then to such issue male or the descendants of such issue male of his said son as at the time of his death should be his heir at law ; and in case at the time of the death of the said George Sawbridge there should be no such issue male nor any descendants of such issue male then living, then he bequeathed the said premises, &c. to the child with which his (the testator's) wife was then ensient, in c ase^ilr-s iTcrald be a son; during^ hisjife, an dnTTter his dec ease tlien to such issue male or the descendants of such issue rnale of such child as aTthe time of TTis~death^hoirnn3eTns herr at Taw ; and in ca se at the ti me of thelfeath of such child there s liould be no such is sue ma Telior any descendants~of~such issue male then living, or in case sucK _chila should not Tje^'son, th en heljequeathed the same to Philippa Long^ her executors, &c. The testator died on the 1st of June 1709, leaving Tifs wife ]\iartha and two sons, Thomas and George Sawbridge Blackall, him surviving ; the executors named in the will proved the same in the proper Ecclesiastical Court and assented to the above bequest. Mar- tha Blackall, the wife of the testator, at the time of making his will and of his death, was ensient with a son, who was afterwards born and called John Blackall ; and Martha Blackall afterwards died on the 16th September 1768. George Sawbridge Blackall died on the 14th of April 1753, without issue. John Blackall died on the 5th March 1754, without issue; and Thomas Blackall died on the 2d March 1786, without issue. Ch. 1) THE RULE AND ITS COROLLARIES 417 The question directed to be made by the Lord Chancellor for the opinion of the Court of King's Bench was, "Whether the hmitation to Phihppa Long were good in the events that have happened?" Lord Kenyon, C. J. The rules respecting exec utory devi ses have conformed to the rules laid down in the construction of legal limita- tions, and the courts h ave said that the es tate shall not b e unaliena ble by executorydevises for a longerti me than is allow ed by th e limitations ot a common Taw conveyance! In marriage settlements the estate may be limited to tlTe first and'other sons of the marriage in tail, and until the person to whom the last remainder is limited is of age the estate is unalienable. In conformity to that rule the courts have said so far we will allow executory devises to be good. To support this position I could refer to many decisions : but it is sufficient to refer to the Duke of Norfolk's Case, 3 Ch. Cas. 1 ; Pollexf. 223, in which all the learning on this head was gone into ; and from that time to the present every judge has acquiesced in that decision. It is an established rule that an executory devise is good if it must necessarily happen within a life o r livggjn ^eing'an d twenty-one yeaTs, and the fraction of another y ear, allowing for the time of gest ation . Lawrence, J. The de\'Tse over in this case must take effect, if at all, after a life which^iiisinDe'TirljemglTirie^months after the devisor's dealE! ~~~~' 'Fhe following certificate was afterwards sent to the Lord Chancellor. This case has been argued before us by counsel. We have considered it, and are of opinion that the limitation to Philippa Long is good in the events that have happened.' ~ — " - ■ Kenyon, N. Grose. W. H. AsHHURST, S. Lawrence. February 27, 1797.2 2 In Goodtitle d. Giirnall v. Wood, 23d of June, 1740, C. B., Ld. Ch. J. Willes, in delivering the opinion of the court, said, "they (namely, execu- tory devises) have not been considered as bare possibilities, but as certain interests and estates, and have been resembled to contingent remainders in all other respects, only they have been put under some restraints to prevent perpetuities ; as, first, it was held that the contingency must happen within the compass of a life or lives in being or a reasonable nuanber of years ; at length it was extended a little farther, namely, to a child in ventre sa mere at the time of the father's death, because as that contingency must neces- sarily happen within less than nine months after the death of a person in being, that construction would introduce no inconvenience ; and the rule has in many instances been extended to twenty-one years after the death of a person in being, as in that case likewise there is no danger of a perpetuity." MS.— Sep. See, also. In re Wilmer's Tru sts. [1903] 2 Ch. 411, where the child in ve ntre s amereJ3 rris' treate d as i\ lifp in imping iii applyin g the rule~agaihijt p eri)etuiries, although it was in that child's interest when bor n not to~^ B fltrea tgd. "^ 4^Ai.Es Prop. — 27 418 BULE AGAINST TEUPETUITIES (Part 4 THELLUSSON v. WOODFORD. (House of Lords, 1805. 11 Yes. 112.) 3 This case was argued on several days at the bar of the House by Mr. Mansfield and Mr. Romilly, for the appellants, and by the Attor- ney-General [Hon. Spencer Perceval], the Solicitor-General [Sir T. M. Sutton], Mr. Piggott, Mr. Richards, Mr. Alexander, and Mr. Cox, for the respondents. After the argument the following questions were proposed to the judges on the motion of the Lord ChancelTcjr [Eldon] r 1st, A testator by his will, being seised in fee of the real estate, therein mentioned, made the following devise : "I give and devise all my manors, messuages, tenements, and hereditaments, at Brodsvvorth in the county of York after the death of my sons Peter Isaac Thellus- son George Woodford Thellusson and"'Charles TheniTssoiT~a Tid"'ot jny grandsonjohn Thellusson son of my son Peter Isaac Thellusson and o f suc h other sons as my said son Peter Isaac Thellusson may have a nd oTiu c^^sons'as my said sons George Woodford iTiellussdn'and' Charles Thellusson m.av Tiave a "hJ of suchiss ue as^ ch sons may Tiave as shal Tbe livin"g"arthe time o f my decease or b orn in^due time after- wards and aft^ the deat hs oTTH e^surYivnrs and_s urvivor^ fjthe^everal perso n"s~aTo resai^to such person_as_ at the time of_the_ death ol^ e surYi3£Q£ _pf the _s^ai3 ^everaTpef sons sh all then be the eldest male li neal des cendant of my so nJPeter Isa ac Tlie nussorfand hisTieifsToi- ever.'' At the tifRe of theHFestator's Tieath There~were seven persons a ctuaJly^jDornT^iTswen i^^ will ; and~tliere were two en ventre sa mere answering the descrip- tJQU-Ljf ^jiiT5ren' en ventre sa mere do ans^yerTHST'descriptioti. All _ the said several person s, so describe dn[rrthe testator's wTU'lDeing dead, and, at the d eath of the~survivgr~qrsuc"irseveral pgrgofi&-Lli£r£L,bej n^^ living one male lineal descendant^oFTHe^tesjatoFsr'sUTr'Pgtg^ The llusso n^_aildL-Qlie onTy^ Is~suc h pe rson entitled by law, underjthe le gal e ffect of the devise above stated, and the TegaFc oh st ruction of the severarwbrdsTiTrwhich the same is expressed, to the sai3~manors, messuages, tenerrreiifs7 and hefe^anientSj^ at Brodswortli ? 2d, JLat2a£ldeaiIxj^l.the sur vivor of_ sucli several persons as afore- said, such only male lineal descendant was not actually born^Jbutjvvas en ventre^ sa mere, would such lineal descendant, when actuall y bor n, be so entitled? June~25Fh. The unanimous opinion of the judges was pronounced by the Lord Ciiie;f Baron Macdonald. The other judges present were Lord Elle.vborough, Grose;, L^ Blanc, Heath, Rooke, Chambri:; Barons Thomson and Graham. Since the argument Lord Alvanley had died ; and Baron Hotham resigned ; the former 3 Statement of facts omitted. Ch. 1) THE RULE AND ITS COROLLARIES 419 being succeeded by Sir James j\lANsr'iE;LD ; the latter by Sir T. M. Sutton. Sir a. Macdonald, Chief Baron. The first objection to the will is, that the testator has exceeded that portion of time, within which the contingency must happen, upon which an executory devise is per- mitted to be limited by the rules of law; for three reasons : First, be- 'cause so great a number of lives cannot be taken as in the present instance, to protract the time, during which the vesting is suspended, and consequently the power of alienation is suspended : Secondly, that the testator has added to the lives of persons, who should be born at the time of his death, the lives of persons who might not be born : Thirdly, that after enumerating dififerent classes of lives, dur- ing the continuance of which the vesting is suspended, the testator has concluded with these restrictive words, "as shall be living at the time of my decease or born in due time afterwards ;" and that, as these words appertain only to the last class in the enumeration, the words, which are used in the preceding classes being unrestricted, they will extend to grandchildren and great-grandchildren, and their issue ; and so make this executory devise void in its creation, as being too remote. With respect to the first ground, namely, the number of lives taken, which in the present instance is nine, I apprehend, that no case or dictum has drawn any line as to this point, which a testator is forbidden to pass. On the contrary, in the cases, in which this subject has been considered, by the ablest judges, they have for a great length of time expressed themselves as to the number of lives, not merely without any qualification or circumscription, but have treated the number of co-existing lives as matter of no moment ; the ground of that opinion being, that n^o jublic inconvenience can arise J rom a sus- pensio n of the vesting, and thereby placing land out of circulation during any one life ; and that in fact the life of the survivor of many persOtiriiamed or "5escribegns~ 5"ut the life~of~STJTrre^ one. Thfsnfva^- held without dissent by Twisden in Love v. Wyndham, 1 Mod. 50, twenty years before the determination of the Duke of Norfolk's Case ; who says, that the devise of a farm may be for twenty lives, one after another, if all be in existence at once. By this expression he must be understood to mean any number of lives, the extinction of which could be proved without difiiculty. When this subject of executory trusts came to be examined by the great powers of Lord Nottingham as to the time, within which the contingency must happen, he thus ex- presses himself : "If a term be devised, or the trust of a term limited, to one for life with twenty remainders for life successively, and all the persons are in existence and alive at the time of the limitation of their estates, these, though they look like a possibility upon a possibility, are all good, because they produce no inconvenience ; they wear out in a little time." With an easy interpretation we find from Lord Not- tingham, what that tendency to a perpetuity is, which the policy of 420 RULE AGAINST PERrETUiTiES (Part 4 the law has considered as a public inconvenience ; namely, where an executory devise would have the effect of making- lands unalienable beyond the time, which is allowed in legal limitations ; that is, be- yond the time, at which one in remainder would attain his age of twenty-one ; if he were not born, when the limitations were executed. \\'hen he declares, that he will stop, where he finds an inconvenience, he cannot, consistently with sound construction of the context, be understood to mean, where judges arbitrarily imagine, they perceive an inconvenience ; for he has himself stated, where inconvenience be- gins ; namely, by an attempt to suspend the vesting longer than can be done by legal limitation. I understand him to mean, that, where- ever courts perceive, that such would be the effect, whatever may be the mode attempted, that effect must be prevented ; and he gives the same, but no greater, latitude to executory devises and executory trusts as to estates tail. This has been ever since adopted. In Scat- terwo od v. Edge, 1 Salk. 229, the court held, that an executoix^at^_ to arise within the com pass of a reasonable tinie, is good ; as twenty or thirty years: so is the" corhipass of a life or lives7~for let the lives be never sO' many, there must be a sur\'ivor; and so it is but the length of that life. In Humberston v. Humberston, 1 P. Wms. 332, where an attempt was made to create a vast number of estates for life in succession, as well to persons unborn as to persons in existence, Lord Cowper restrained that devise within the limits assigned to common law conveyances, by giving estates for life to all those, who were living (at the death of the testator), and estates tail to those, who were unborn ; considering all the co-existing lives (a vast many in number) as amounting in the end to no more than one life. His lordship was in the situation alluded to by Lord Nottingham, where a visible inconvenience appeared. The bounds prescribed to Hniita- tions in common law conveyances were exceeded: the excess was cut off ; and the devise confined within those limits. Lord Hardwicke repeats the same doctrine in Sheffield v. Lord Orrery, 3 Atk. 282; using the words "life or lives" without any restriction as to number. Many other cases might be cited to the like effect : but I shall only add what is laid down in two very modern cases. In Gurnall v. Wood, Willes, 211, Lord Chief Justice Willes speaks of a life or lives without any qualification ; and Lord Thurlow, in Robinson v. Hard- castle, 2 Bro. C. C. 30, says, that a man may appoint 100 or 1000 trus- tees, and that the survivor of them shall appoint a Hfe estate. It appears then, that the co-existing lives, at the expiration of which the contingency must happen, are not confined to any definite number. But it is asked, shall lands be renderedunalienal3l£_dut^^ jvy large societies or bodies of Ch. 1) THE RULE AND ITS COROLLARIES 421 may be answered, that, when such cases occur, tliej^ will, according to their respective circumsTalTcesrt)e"~plTt to t He usu al tesj:, whether they^wirTor will not tend to a perpetuity, by rendering it almost, if not qiTTfe^Trnpracticable to ascertain the extinction oT the lives describ- ed ;~andrwiinDe supported or avoided accordingly. But It is contend^ ed, that irTtHese and other cases the persons, during whose lives the susp ension was to continue, were persons immediately connected with or immed iatelyjeading to the perso n, in whom tTie property was first to vest, when the suspension should be at an end. I am unable to find 'sny'^autTibr ity^fdr considering this as a sinequa rion in the crea^ tioTToFa good~executof ylrust. It is true that this will almost always be the case and mode of disposing of property, introduced and en- couraged up to a certain extent, for the convenience of families ; in almost all instances looking at the existing members of the family of the testator and its connections. But when the true reason for cir- cumscribing the period, during which alienation may be suspended, is adverted to, the re seems to be no ground or principle, that renders such an ingredient necessary. The principle is the avoiding of a pub- lic'evil by placing property for too great a length of time out of com- merce. The length of time will not be greater or less, whether the lives taken have any interest, vested or contingent, or have not ; nor, whether the Hves are those of persons immediately connected with, or immediately leading to that person in whom the property is first to vest : terms, to which it is difficult to annex any precise meaning. The policy of the law, which, I apprehend, looks merely to duration of time, can in no way be affected by those circumstances. This could not be the opinion of Lord Thurlow in Robinson v. Hardcastle : nor is any such opinion to be found in any case or book upon this subject. The result of all the cases upon this point is thus summed up by Lord Chief Justice Willes, (Willes, 215,) with his usual accuracy and perspicuity : "Executory devises have not been considered as mere possibilities, but as certain interests and estates ; and have been resembled to con- tingent remainders in all other respects": only they have been put under some restraints, to prevent perpetuities. As at first it was held, that the contingency must happen within the compass of a life or lives in being, or a reasonable number of years ; at length it was extended a little farther, namely, to a child en ventre sa mere at the time of the father's de^th ; because, as that contingency must necessarily happen within less than nine months after the death of a person in being, that construction would introduce no inconvenience ; and the rule has in many instances been extended to twenty-one years after the death of a person in being; as in that case likewise there is no danger of a perpetuity." 422 RULE AGAINST PERPETUITIES (Part 4 Comparing what the testator has done in the present case with what is above cited, it will appear, that he lia s not postponed the ves ting even sojon g as he might h avedone.* THe'second objection, whiclTTias been made in this case is, that the testator has added to the lives of persons in being at the time of his decease those of persons not then born. It becomes, therefore, neces^ sary to discover, i n what sense the testator meant to use the w ords. *l3ofrnirdue time afterwards." Such word s, in the case of a man's WHaFis to be intended by rfen7i-neaTrttre time of gestation. )eTolTecte3 from the will itself. It may own chT tliese"words in his will, musT be collected from the will itself, th at by t hose word ^the testator riTeantJo^escfib£3liE=5iEriD^^ born^ during^vhose lives the trust might leg ally con tinue ; or in other^ wordiT^v vTTomThTi^rv^rwOiitd^^ born at_tlie _time of his de- cease^ These could only be such chilclren ofTHe several persons nam- ed"^ their respective mothers were enceinte wdth at the time of his death. He _may hav e mean t to use Jhe_word_ "due" as d_e iiQtin g t ha t pe riod of tune, wh i ch would be thejiecessary period for^ effectingjiis purpose. This is probable from his using the same word, as applied to the time, during which the presentation to the living of Marr might be suspended without incurring a lapse. That a child en ventre sa mere was considered as in existence, so as to be capable of taking by executory devise, was maintained by Powell in the case of Lodding- ton V, Kime, 1 Lord Raym. 207, upon this ground ; that the space of time between the death of the father and the birth of the posthumous son was so short, that no inconvenience could ensue. So in Northey V. Strange, 1 P. Wms. 340, Sir J. Trevor held, that by a devise to 4 In Pownall v. Graham, 33 Beav. 242,. there was a devise iu trust for the testator's brothers for life, and on t he death of th e survivo r, to apply ing the income for the benefit nL-Sueh of t heir chlTd ren sis^'glnruTa-'appe ar lo jhe trusT^£ jo "'^sniTn t'Tnosr3njaeed_ijLj^ie--saffiet_^ ^ f fgm~yeai' to" yearNas the law 15~s u£EIcaaes^admitg,'/^indr"'^^ ^ mentlongd : befoi-e, admits of no f urt her divTsi^ITaniong S'Ugh' oTmy brothers' ch ildrenT'. thelTaveE — Held, that the trus t tor div ision amongi tne cnudre n of~nie broth -" er s cea jaitl— twenty-one yggrgigTIeFTtTe" decease of the strrviiring brother: l^'l^^MooreTTT'lirTfeQl] 1 CKT ^oO, a t e stator berfaeattigd personal prop- erty in trust to apply the income in keeping in repaiiM ier bro ther' s tonib in Africa, "for tlTe noii!?e'?t~l^ff6cl'TrTroWgTt''l?rTaw ^ that is to^iiyZ ^iTil the pe- riod of twenty-one years iro m^ tne de ath of tTJ g'Tast^siTrv Tvor of~all persons who-^niallbe liviiis_atjQy death." Held, thelegacy was ^-o td-ftrr-H ttcerLaluly. IiTFittMrTTBrownrSTri:. S. 321, 29 Sup. Ct. 106, ST L. Ed. 2U2r^ie testator directed that the residue of his estate should be "placed in trust for as long a period as is legally possible, the termination or ending of said trust to take place when the law requires it." He appointed a trustee and directed the payment of annuities to a considerable number of named per- sons for life, and on their death, to their heirs (with the exception of three who were given only life interests). "On the final ending and distribution of the tnist, the trust fund to be divided eriually among those persons enti- tled at that time to the aforementioned annuities." Held, that the trust continued for tv/enty-one years after the death of all the persons named as annuitants and that the gift for distribution at the end of the trust was valid. Ch. 1) THE RULE AND ITS COROLLAPJES 423 children and grandchildren an unborn grandchild should take. Two years after, Lord ^Macclesfield in Burdet v. Hopegood, 1 P. Wms. 486, held, that, where a devise was to a cousin if the testator should leave no son at the time of his death, a posthumous son should take, as being left at the testator's death. In Wallace v. Hodgson, 2 Atk. 117, Lord Hardwicke, held, that a posthumous child was entitled under the Statute of Distributions; and his reason deserves notice. "The principal reason (says he) that I go upon is, that the plaintiff was en ventre sa mere at the time of her brother's death, and consequently a person in rerum natura : so that by the rules of the common and civil law she was, to all intents and purposes, a child, as much as if born in the father's lifetime." Such a child, in charging for the portions of other children living at the death of the father, is included as then living: Beale v. Beale, 1 P. Wms. 244, and so in a variety of other cases. In Basset v. Basset, 3 Atk. 203, Lord Hardwicke decreed rents and profits, which had accrued at a rent-day preceding his birth, to a posthumous child; and since the Stat. 10 and 11 W. Ill, c. 16, such children seem to be considered in all cases of devise, and marriage or other settlement, to be living at the death of their father, although not born till after his decease. It is otherwise considered in the case of descent. In Roe v. Quartlcy, 1 Term Rep. 634, the devise was to Hes- ter Read for life, daughter of Walter Read, and to the heirs of her body ; and for default of such issue to such child as the wife of Walter Read is now enceinte with, and the heirs of the body of such child, then to the right heirs of Walter Read and ]Mary his wife. It was contended, that the last limitation was too remote ; as coming after a devise to one not in being, and his issue. But the court said, that since the Statute of King William, wdiicli puts posthumous children on the same footing with children born in the lifetime of their ances- tor, this objection seemed to be removed, whatever was the case be- fore. In Gulliver v. Wickett, 1 Wils. 105, the devise was to the wife or life, then to the child, with which she was supposed to be enceinte, in fee, provided, that, if such child should die before twenty-one leav- ing no issue, the reversion should go to other persons named. The court said, if there had been no devise to the wife for life, which made the ulterior estate a contingent remainder, the devise to the child en ventre sa mere, being in futuro, would have been a good executory devise. In Doe v. Lancashire, 5 Term Rep. 49, the Court of King's Bench has held, that marriage and the birth of a posthumous child revoke a will, in like manner as if the child had been born in the life- time of the father. In Doe v. Clarke, 2 H. Black. 399, Lord Chief Justice Eyre holds, that independent of intention an infant en ventre sa mere by the course and order of nature is then living; and comes clearly within the description of a child living at the parent's decease ; and he professes not to accede to the distinction between the cases, in which a provision has been made for children generally, and where 424 RULE AGAINST TERPETUITIES (Part 4 the testator has been supposed to mark a personal affection for chil- dren, who happened to be actually born at the time of his death. The most recent case is that of Long v. Blackall, 3 Ves. Jr. 486 ; 7 Term Rep. 100. There the Court of King's Bench had no doubt, that a devise to a child en ventre sa mere in the first instance was good, and a limitation over was good also, on the contingency of there being no issue male or descendant of issue male living at the death of such posthumous child. It seems then, jthat if estates for life had been given to the several ce stlus que vie in this wiTF, and after their deaTlis to t!T eir^child ren^eiUieFl5orh~of~en'v"e"nfre sa mere^aObe testator's death, they w ould haA^e been "good, l^o Tendency lo perpetuity Then can arise in the case oFsuclritves being taken, not to confer on them a measure of the beneficial interest, but to fix the time, during which the vesting of the property, which is the subject of this devise, shall be protracted ; inasmuch as the circulation of real property is no more fettered in one case than in the other. It j^Jioweyer^observable, that this question may never arise, if it shall so happenTthatTlie chiP' drenJix-^intrellglgtris at the~deatlrof~tIienLestator^hall not survive those, who were t hen bor n. The third~ground of objection depends upon the application of the restrictive words, which are added to the enumeration of the different classes of persons, during whose lives the restriction is suspended. This objection, I conceive, will be removed by the application of the usual rules in construing wills to the present case. First, where the intention of the testator is clear, and is consistent with the rules of law, that shall prevail. His intention evidently was to prevent aliena- tion as long as by law he could. If then it is to be supposed, that the restrictive words are to be confined to the last of seven different de- scriptions of persons, and that the testator intended to leave the four descriptions of persons which immediately preceded this 7th class, without the benefit of such restriction, although they equally stand in need of it, we must do the utmost violence to all established rules on this head. That construction is to be adopted, which will support the general intent. The grammatical rule of referring qualifying words to the last of the several antecedents, is not even supposed by gram- marians themselves to apply, when the general intent of a writer or speaker would be defeated by such a confined application of them. Reason and common sense revolt at the idea of overlooking the plain intent, which is disclosed in the context ; namely, that they should be applicable tO' such classes as require them, and as to the others to consider them as surplusage. If words admit of more constructions than one, that, which will support the legal intention of the testator, is in all cases to be adopted. I do not trouble your Lordships with any observation upon the objections arising from the magnitude of the property in question ; either as it now stands, or may hereafter stand ; or as to the motives, which may have influenced this testator. Ch. 1) THE RULE AND ITS COROLLARIES 425 or his neglect of those considerations, by which I or any other in- dividual may or ought to have been moved. That would be to sup- pose, that such topics can in any way affect the judicial mind. For these imperfect reasons I concur with the rest of the judges in offer- ing this answ^er to your Lordships' first question. With respect to your Lordships' second question , the objection to such child being entitled must arise from an allowance having been made for the time of g^station_at the end of the e xecutory tru sts. It seems to be settled, that an estate may be limited in the first instance to a child unborn, and, I apprehend, to the first and other sons in fee, as purchasers. The case of Long v. Blackall, 3 Ves. Jr. 486; 7 Term Rep. 100, seems to have decided, that an infant in ventre matris is a life in being. The established length of time, during which the vesting mav be suspended, is during a life or lives in being, the period of gestation, and the infancy of such posthumous child. If then this time has been allowed in some cases at the beginning, and in others at the termination, of the suspension, and if such children are consid- ered by the construction of the Statute of 10 & 11 W. Ill, c. 16, as being born to such purposes, w^hat should prevent the period of gesta- tion being allowed both at the commencement and termination of the suspensionj_jOE^hoiiIO)eIialIIOQILL In tliose cases, wherFlTTTas" been allowed at the commencement and particularly in Long v. Black- all, it must have been obvious to the court, that it might be wanting at the termination: yet that was never made an objection. In Gulli- ver V. Wickett, 1 Wils. 105, the child, who was supposed to be en ventre sa mere, might have married and died before twenty-one, and have left his wife enceinte. In that case a double allowance would have been required : yet that possibility w'as never made an objection ; al- though it was obvious. In Long v. Blackall, according to the printed report, the precise point w^as not gone into. But it is plain, that the intention of the court must have been drawn to it ; for the learned judge, ^ who argued that case in support of the devise, expressly stat- ed, that every common case of a limitation over, after a devise for a life in being, with remainder in trust to his unborn issue, includes the same contingency as was then in question ; for the devisee for life may die leaving his wife enceinte : and the only difference is, that the period of gestation occurs at the beginning instead of the end of the first legal estate. It must have been palpable, that it might possibly occur at both ends. Every reason then for allowing the period of gestation in the one case, seems to apply with equal force to the oth- er; and leads the mind to this conclusion, that it ought to be allowed in both cases, or in neither case. But natural justice, in several cases, having considered children en ventre sa mere as living at the death of the father, it should seem, that no distinction can properly be made; 6 Mr. Justice Chambre, then at the bar. 426 RULE AGAINST PERrETuiTiES (Part 4 but that in the singular event of both periods being required they should be allowed ; as there can be no tendency to a perpetuity. JliiEjLoRD^CHANCgLLORjXoRD Eldon]. The learned judges hav- ing given their opinion upon tHe^^oi'irfs of law, referred to them, no question remains, to which the attention of the House should be par- ticularly called, except the point, arising out of this will, and which could not be referred to the judges ; with regard to t he ac c umulatio n of the rents and profit s. When this cause was decided hi the Courtof Chancery, it w^as decided by Lord Rosslyn, with the assistance of Lord Alvanley, Mr. Justice Buller, and Mr. Justice Lawrence ; and it is well known, that the late Chief Justice [Lord Kenyon] of the Court of King's Bench could hardly be brought to think any of the questions in this case fit for argument ; conceiving it dangerous to give so much of serious agitation to them, as has been had ; consider- ing what had been settled with respect to executory devise and ac- cumulation. Some of your Lordships have had the advantage of hearing the opinion of Lord Thurlow ; which cannot be doubted upon this point ; after his Lordship has laid down, in Robinson v.. Hard- c'astle, 2 Bro. C. C. 22 (see page 30), what is u nquestiona Me law, that it i s compete nt to_a testatorjbo givea life-estate, t o be appointed by th e survivor of 1000 pe rsons. ThaFestate'wouT3T)^e to~comiTience at the death of the last of those 1000 persons. Upon the questions of law your Lordships have had the unanimous opinion of the several learned judges. As far as judicial opinion can be collected, there is, therefore, the testimony of all the judicial opinion I have detailed, concurrent upon this great case : great, with reference, not to the questions arising out of it, but to that circumstance, of which, what- ever attention your Lordships may think proper to give it in your legislative capacity, you cannot, exercising the function of judges, take notice ; for the question of law is the same upon a property of £100 or a million. If it were possible, speaking judicially, to say, you entertain a wish upon the subject, your Lordships may all concur in the regret, that such a will should be maintained. But that goes no farther than as a motive to see, whether it contains anything, resting upon which we may as judges say it is an attempt to make an illegal disposition. When this was put originally as a case, representing, that it was monstrous to tie up property for nine lives, it seemed to me a propo- sition, that is incapable of argument as lawyers ; for the length of time must depend, not upon the number, but upon the nature of the lives. If we are to argue upon probability, two lives may be selected, affording much more probability of accumulation and postponement of the time of vesting, than nine or ninety-nine lives. Look at the obituary^oLtMs-lIouse sin ce the y ea r 1796; w hen this wTTTwas made. Suppose, the testator had taken tTie^hves of so" many of the peers as have died since that time : that would have been between twenty and Ch. 1) THE RULE AND ITS COROLLARIES 427 thirty lives ; and yet that number lias expired in a very short period. It cannot therefore depend upon the magnitude of the property, or the numBer of lives j^but the question always^ is^ ^'l^Ul^i" there is a rule of lawT^Txing a period, during which property may be unalienable. The language ^f all the cases is, that property may be "so'ITmited'^s to make it unalienable during any number of lives, not exceeding that, to which testimony can be applied, to determine, when the sur- vivor of them drops. If the law is so as to postponing alienation, another question arises out of this will ; which is a pure question of equity : whether a tes- tator can direct the rents aiKT^oTrt s~to~l3e accumula tecT for that penocl, during whicirhFrnay direct, that the title shall iiot vest, and^e prop- erty slTatt'raimln "unali enab le j ^HH^TlTa nie" catTdo so, is most clear law"^ A fanTiliar ca¥e may be put" If this testator had given the resiHue of his personal estate to such persoiT^as" should be tlie^eM^st male descendant of Peter isaa^ThellussonTaFtlie death of tlie survivor o f all the lives, mentioned in this~will7 wTtHout rnore^ that simpIe~Be- quesT would in efi'ect have directecTaccumulation, uirtil it^hould~be seen, what individual would answer the description of tliat male de- scemJaiit ; and 1jr e~efifect o J_tlie or^iary rule of Taw7~as~apTTtTed- in equity, woiild_ have s upplied everything, thaF is contained in this wl Tl, as~to accumulation ; ToFlhe first question would be, is the executory devise ot the personal estate to the future individual, so described, good? If it is, wherever a residue of personal estate is given, the in- terest goes with the bulk; and there is no more objection to giving that person, that, which is only forming another capital, than to giv- ing the capital itself. But the constant course of a court of equitv is to accumulate interest from tim e~To~time "without a djrecTion^^gnS' to haiid over the' accumulation to that person, whois to tak e the cap ital? Ta^e~anbther instance uf accurrratalion : suppose, ^e nine persons, named in this will, had been lunatics: without any direction there would have been an accumulation of the interest and profits of all these estates. In truth there is no objection to accumulation upon the policy of the law, applying to perpetuities; for the rents and profits are not to be locked up, and made no use of, for the individuals, or the public. The effect is only to invest them from time to time in land : so that the fund is, not only in a constant course of accumulation, but also in a constant course of circulation. To that application what pos- sible objection can there be in law? But this is not new ; for in the case upon Lady Denison's will " Lord Kenyon, who saw great danger in permitting argument to go too far against settled rules, held most clearly, that the testatrix had well given her property to such second son of her infant niece as should first attain the age of twenty-one; and directed accumulation 6 Harrison v. Harrison, 21st July, 17S6,. stated from the Register's Book, 4 Ves. 338. — Rep. ■ 428 RULE AGAINST PERPETriTiES (Part 4 through the whole of that period ; following Lord Hardwlcke and his predecessors ; and taking the rule to be perfectly clear, that, so long as the property may be rendered unalienable, so long there may be accumulation ; that in common sense it is only giving the ac- cumulation to the person, who is to take the fund itself ; if it could be foreseen, who that person would be. Therefore, as to giving the property at the expiration of nine lives and the accumulation, I never could doubt upon these points. The latter could not be a subject of dispute before the lat e Act of Pa rliament (Stat. 39 & 40 Geo. Ill, c. 9 3) ; j vlii ch has bee n sometmies^ lioiL{gH~w ttliout f oundaTTon, attributed to me; and which m^some Teipects I wmjTd have correctecT, if it had not come upon me rather by surprise. That Act however expressly alters what it takes to have been the former law upon the subject; admitting the right to direct accumulation ; and reducing that right in given cases to the period of twenty-one years. The amount of ac- cumulation, even through the provisions of that Act, though only to endure for twenty-one years, might in many instances, by giving the son a scanty allowance, be enormous. I do not think, it was intended : but the accumulation directed by this will must under that Act have gone on for twenty-one years. In the construction of that Act it has been held, that it only makes void so much of the disposition as exceeds twenty-one years ; leaving it good for that period. Upon the old rule also accumulation for particular purposes might have gone on for nine lives, or more. The only points, that appear to me fairly to bear argument, are the critical discussion upon the word "as," as a relative term, and that with reference to the double period of gestation. As to the former, if your Lordships could from dislike to such a will refuse that construc- tion, which will consider that word as a word of reference to each preceding description of persons, grounding that construction upon the manifest intention of the testator upon the whole will to make the property unalienable, as long as he could, you would gratify that in- clination at the expense of overturning all the rules of construction, that have been settled, and applied for ages to support wills. If your Lordships will give any relief by legislative interference against this will, that, is a very bold proposition ; but not so bold as, that, because you dislike the effect of the will, you will give a judgment wrong in point of law. As to the other point, upon the words "born in due time afterwards," I observe in the report, the Judges Lawrence and Duller afford each a construction of these words : the one, that they mean children en ventre sa mere : the other held them a declaration of the testator's will, that the property shall be unalienable, and the accumulation go on, during the lives of all the persons, born or unborn, whom the law would authorize him to take as the lives for restraint of alienation, and for the purpose of accumulation. In my opinion either of those constructions may be taken to be the intention consistently with the Ch. 1) THE RULE AND ITS COROLLARIES 429 rules of law : but consistently with the rules of law your Lordships cannot reject both; but must give the words such a construction as will support the manifest intention of the testator. It is therefore be- side the point to ask, what child shall take, or, when a child shall take; for the testator is describing, not the object to take, but the lives of persons ; in order to define the period, during which the pow- er of alienation shall not exist, and the accumulation shall go on. But, if it is necessary, I have no difficulty in stating, as a lawyer, that the rule o f law has be en pr operly laid down, t hat the time of jge^tatipn may be ta ken both at the beginning a.nd the end ; and that is what was meant in Gulliver v. Wickett, 1 Wils. 105, in which case the devise was to a child en ventre sa mere; and to go over, if that child should die un- der the age of twenty-one, leaving no issue. In the construction of that limitation, expressly to a child en ventre sa mere, suppose that child had at the age of twenty married, and died six months after- wards leaving his wife enceinte : that property, absolutely given to him, would not be devested, merely because the child was not born till three months after his death. In fair reasoning therefore that is the construction of the words. Of the case of Long v. Blackal l, 3 Ves. 486; 7 Term Rep. 100, in w hich I was counsel , I can give a faithful history. It was my duty to submit to the Lord Chancellor the point, that the allowance was claimed at both ends of the period. His Lordship treated the point not with much respect : but I prevailed with him against his inclina- tion to send it to the Court of King's Bench. Upon the report of the case in that court the point did not appear to have been discussed. I therefore pressed the Lord Chancellor to send the case back. His answer was as rough, as his nature, which was very gentle, would permit : and shows the clear opinion he had upon the point. He said distinctly, he was ashamed of having once sent it to a court of law; and v/ould not send it there again. I know. Lord Kenyon's opinion upon the subject was clear: so were those of Mr. Justice Buller and Mr. Justice Lawrence; as may be collected from the report of these causes. (4 Ves. 314, 315, 321.) This case therefore comes to this, and this only. The legal and equitable doctrine is clear ; and then the question is, with whatever regret we may come to the determination, is it not our duty to determine according to the rules of law and equi- ty? Upon the question, whether this judgment ought to be reversed, I am bound to say, it ought not ; but that it ought to be affirmed. Upon the motion of the Lord Chancellor the decree was affirmed.^ 1 See Pownall v. Graham, 33 Beav. 242 (1S63) ; In re Moore, [1901] 1 Ch. 936. On the Thellusson Actj see Gray's Rule Against Perpetuities (2d and 3d Editions) fGS(J to § 727. 430 EULE AGAINST PERPETUITIES (Part 4 CADELL V. PALMER. (House of Lords, 1S33. 1 Clark & F. 372.) Henry Bengough, Esq., by his will, dated the 9th of April, 1818, gave and devised, from and after the decease of his wife, Joanna Ben- gough, his messuage with the gardens, stables, and other appurte- nances belonging thereto, situate in St. James's Square, Bristol, to the Rev. Charles Lucas Edridge, Arthur Palmer, the Rev. Cadell Edridge, and George Wright, their heirs and assigns forever, upon trust, for sale; and directed the proceeds to sink into and become part of his personal estate. He further gave and devised to the said trustees, their heirs and assigns, certain other real estates, upon trust, to permit his wife to occupy a part thereof during her life, and, after her decease, to pay out of the rents and profits an annuity of £300 to his nephew, George Bengough, for life, and an annuity of i200 to his nephew, Henry Bengough, for life ; and subject to the payment of the said annuities, and otherwise subject, as in the said will mentioned, upon trust, from time to time, during the term of twenty-one years, to be computed from the day of the testator's decease, to collect and receive the rents and profits of all his real estates so devised to them (except the house in St. James's Square) ; and from time to time dur- ing the continuance of the said term to lay out the moneys to arise from such rents and profits in the purchase of freehold estates of in- heritance in England, when and as often as there should be a surplus in hand amounting to the sum of ilSOO. And he directed the estates so to be purchased to be conveyed to the trustees, upon the same trusts and conditions as Avere thereinafter * limited concerning his estates thereinbefore devised; and that the trustees should not per- mit more than £.S00 to remain in bankers' hands, but should invest the same in the three per cent, consolidated bank annuities until a con- venient purchase could be found, and add the interest to the princi- pal, to accumulate during the said term in the same manner as the rents and profits of the real estate were before directed to accumu- late ; and as to all the said trust estates and hereditaments so by him thereby devised (except his said messuage in St. James's Square), up- on trust, that the trustees for the time being should retain and stand possessed of the same during the term of one hundred and twenty years, to commence from his death, if his said nephews, George Ben- gough and Henry Bengough, his nephew, James Bengough, his great nephews, Henry Ricketts the younger, and Richard Ricketts the younger, his niece, Ann Elizabeth Bengough, his great niece, Ann Ricketts the younger, the ten children then living of the said Charles Lucas Edridge (for whose names a blank was left in the will), and the 8 See the report of this case under the title of Bengough v. Edridge, 1 Sim. 273, where the Vice-C.'hanoellor ordered "hereinbefore" to be suosLituted for "hereinafter," That part of the decree is not appealed from. — lici). Ch. 1) THE RULE AND ITS COROLLARIES 431 eleven children then living of the said Arthur Palmer (whose names were mentioned), or any or either of his said nephews and niece, and great nephews and great niece, or any or either of the said several children of the said Charles Lucas Edridge and Arthur Palmer, should so long live; and also during the term of twenty years, to be computed from the expiration or other sooner determination of the said term of one hundred and twenty years determinable as aforesaid, nevertheless upon trust for his said nephew, George Bengough, for a term of ninety-nine years, if he should so long live, and the said terms of one hundred and twenty years and twenty years, or either of them, should so long continue ; and from and after the expiration or other sooner determination of the said term of ninety-nine years, then in trust for the first, second, third, fourth, fifth, sixth, and all and every other and subsequent born son of the same George Bengough, severally and successively, according to the priority of their births : and after the determination of the estate and interest of each of the same sons respectively, and also, as the circumstances of the case should require, after the determination of the estate of any person taking from time to time under, or as answering the description of heir male of his body, in trust for the person who for the time being and from time to time should answer the description of .heir male of his body, or who, in case of the death of his parent, if such death had taken place, would be heir male of his body, under an estate tail lim- ited to the same son and the heirs male of his body, to hold to the same son or person respectively for a term of ninety-nine years, if the same son or person respectively should so long live ; and the said terms of one lumdrcd and twenty years and twenty years, or either of them, should so long continue, every elder of the same sons, and the person who for the time being and from time to time should answer, or who, in case of the death of his parent, if such death had taken place, would answer the description of heir male of his body, to be preferred before every younger of the same sons, and the person who for the time being should answer, or in case of the death of his par- ent, if such death had taken place, would answer the description of heir male of his body. The testator then declared several successive trusts of the said es- tates during the said terms of one hundred and twenty years and twenty years, in favor of his nephews, Henry Bengough and James Bengough, his great nephews, Henry Ricketts the younger, and Rich- ard Ricketts the younger, his niece, Ann Elizabeth Bengough, and his great niece, Ann Ricketts the younger, respectively, and their respec- tive first and other subsequent born sons, and of the persons who for the time being should be, or who in case of the death of their re- spective parents would be heirs male of such sons respectively, simi- lar to the trusts before stated to, have been declared in favor of the said George Bengough, and his first and other subsequent born sons, and of the person who for the time being should be, or who in case of 432 RULE AGAixsT PERPETUITIES (Part 4 the death of his parent would be, heir male of the body of each of the same sons respectively, except that he directed that the estates of the said Henry Ricketts and Richard Ricketts, and of their respective sons, and of the person or persons answering the description of heirs male or heir male of their respective bodies ; and also the estates of the said Ann Elizabeth Bengough and Ann Ricketts, and of their re- spective husbands, and of their first and other sons, and of the per- sons answering the description of heirs male of their respective bodies, should respectively cease, if he or they for the time being should re- fuse to take the surname and bear the arms of Bengough only, after he or they respectively should become entitled to the receipt of the in- come of the said trust estates. And from and after the determination of the said respective estates and interests, then in trust for the per- son or persons respectively who for the time being and from time to time should answer the description of the testator's heir or right heirs-at-law ; and if there should be more than one, in the same pro- portions, as they would be entitled to a real estate descending from the testator as the first purchaser, and vesting in him or them as his right heirs to hold to the same person or persons respectively, if more than one, as tenants in common, as to each of the same persons re- spectively, for a term of ninety-nine years, if the same person should so long live, and the said terms of one hundred and twenty years and twenty years, or either of them, should so long continue. The testator further directed that each of the said terms of ninety- nine years should be computed from the time when the person or per- sons respectively to whom the same were limited should become enti- tled to the income of all or any part of the said trust estates, under the limitations thereinbefore contained ; and that in case the said limi- tations in favor of persons unborn could not take effect precisely in the order in which they were directed, and there should consequently be any suspension of the beneficial ownership, by reason that the per- sons entitled to take under the same limitations or trusts should not be then born, in that case the income of his said devised trust estates should, during such suspension of ownership, belong to and be en- joyed by the person or persons for the time being entitled, or who, in case there had not been such suspension of ownership, would for the time being have been entitled to the next estate in remainder, subject nevertheless to the right of any person or persons to be afterwards born, and who would have been entitled, under any prior Hmitation, to receive the income of his said trust estates from his, her, or their actual birth, or respective births. The testator then directed, that after the expiration or sooner de- termination of the said terms of one hundred and twenty years and twenty years, his said trust estates should be conveyed and assured by his then trustee or trustees thereof to such person or persons as would at that time be entitled to the same, either by purchase or by descent, for the first or immediate estate or estates for Hfe, in tail, or Ch. 1) THE RULE AND ITS COROLLARIES 433 in fee in them, if the same had by his will been devised, settled, or as- sured to the use of his nephew, the said George Bengough, and his assigns for his life, with remainder to his first and other sons succes- sively, according to the priority of their births in tail male, with re- mainder in similar estates for life, and remainders in succession to the said Henry Bengough, James Bengough, Henry Ricketts, Richard Rick- etts, Ann Elizabeth Bengough, Ann Ricketts, and their sons respective- ly, with a proviso for the cesser of the estates of the said Henry Ricketts and Richard Ricketts, and their respective first and other sons, and the heirs male of their respective bodies, who for the time being should re- fuse to take the surname and bear the arms of Bengough only, after he or they respectively should become entitled to the receipt of the said in- come ; and also for the cesser of the estate of the said Ann Elizabeth Bengough and Ann Ricketts, and their respective husbands, and their first and other sons, and the heirs male of their respective bodies, who for the time being should make a like refusal with reversion to the testator's own right heirs. And he further directed, that the person or persons to whom such conveyances should be made, should have such estate in the said trust estates as he or they would at that time be entitled to take under the said limitations, if the same had been actually made by his will, with the same or the like remainders over as if the said trust estates had been devised by his will in manner aforesaid, or as near thereto as might be, and the circumstances of the case and the rules of law and equity would permit; yet, neverthe- less, that no such person should have or be entitled to a vested estate or any other than a contingent interest until the expiration or sooner determination of the terms of one hundred and twenty years and twenty years ; and he declared that such limitations were introduced into his will only for the purpose of ascertaining the objects to whom such conveyances should be made, and not for the purpose of making any immediate devise or gift to, or raising any immediate or present estate by way of trust or otherwise for them ; on the contrary thereof, he directed that during the said terms of one hundred and twenty years and twenty years, no person or persons should be entitled, at law or in equity, to any beneficial estate in his said trust estates, or the income thereof, by way of vested interest, for any longer period than ninety-nine years, determinable as before mentioned, and that, in the events and in the mode before expressed, heirs or heirs of the body should be entitled to take in the first instance, and as purchasers in their own right. And he directed, that if at any time during the said terms of one hundred and twenty years and twenty years, each of the male persons who for the time being should be entitled to the income of his said trust estates should require the same, it should be lawful for his trustees to convey to each or any person making such request the said trust estates, or part thereof, as he should be entitled to under the limitations thereinbefore contained, for an estate of free- 4 Kales Pbop.— 28 434 RULE AGAINST PERPETUITIES (Part 4 hold for the life of the same person, so as to give him or her an es- tate of freehold instead of an estate for ninety-nine years. The testator, after giving various other directions and powers con- cerning the said trust estates, and after bequeathing several legacies and annuities, gave and bequeathed to the said trustees, their execu- tors and administrators, all the residue of his personal estate whatso- ever, upon trust, that they should either continue his moneys upon the securities upon which they should be invested at his decease, or call in the same, and sell all such parts of his residuary estate and effects as should not consist of money, or securities for money. And he direct- ed that, during the term of twenty-one years, to be computed from the day of his decease, the trustees for the time being of his will should receive the dividends, interest, and annual income of all his residuary estate, and from time to time during such term invest all such divi- dends, interest, and income, and the accumulations of the same^ in their names, either in the three per cent, consolidated bank annuities, or upon mortgages of freehold hereditaments in Great Britain, as they should think proper, as an accumulating fund, in order to in- crease the principal of his residuary estate during such term of twen- ty-one years ; and should, with all convenient speed, from time to time during that term, lay out and invest all his residuary estate and ef- fects, and all accumulations thereof, in purchases of freehold heredit- aments of an estate of inheritance in fee-simple, in England or Wales, when eligible purchases should arise ; which estates, so to be pur- chased, should be conveyed unto and to the use of the trustees, in fee, upon the same trusts, and under and subject to the same and the like powers, provisos, and limitations as were by him thereinbefore de- clared, concerning his said estates devised to them in trust as therein- before mentioned, or as near thereto as the death of parties, the change of interests, and other contingencies w^ould admit ; and he ap- pointed his said trustees to be executors of his said will. The testator died in April, 1818, and his three first-named trustees and executors shortly afterwards proved his will, and became his le- gal personal representatives, George Wright having renounced pro- bate, and executed a deed of disclaimer to them as to the trust estates. Ann Ricketts, the testator's only sister, and next of kin at the time of his death, died in the month of October, 1819, having by her will appointed the respondents, W. P. Lunell, J. E. Lunell, and George Lunell executors thereof ; and they proved the same, and became her legal personal representatives. Mrs. Bengough, the testator's widow, died on the 10th of June, 1821, having duly made and published her will, and appointed as ex- ecutors thereof the said Rev. Cliarles Lucas Edridge (since deceased), and Thomas Cadell, the appellant, who duly proved the same, and thereby became her legal personal representatives. George Bengough, the testator's nephew, and first taker of an es- tate under the limitations in the will, filed his bill in Chancery in the Ch. 1) THE RULE AND ITS COROLLARIES 435 year 1821 (amended in ]S23) against the acting trustees and execu- tors, and against the said Henry and James Bengough, Henry and Richard Ricketts, Ann Bengough, and Ann Ricketts, the younger, and also against the said personal representatives of Joanna Bengough, the widow, and of Ann Ricketts, the sister, of the testator; and after stating the said will and his own rights under it, and as heir-at-law and one of the then next of kin of the testator, he prayed (amongst other things) that the will might be declared to be well proved, and that the trusts thereof, so far as the same were good in law, might be decreed to be carried into execution, and that an account might be taken of the personal estate and effects of the testator, and of his funeral and testamentary expenses, and debts and legacies ; and that the clear residue of the personal estate might be applied upon the trusts of the will, so far as the same were effectual in law; and as far as the same were ineffectual in law, then to such person or persons as would, in such case, by law be entitled thereto : and that an account might be taken of the testator's real estate, and of the rents received by the trustees ; and that what should be found due from them on taking that account might be applied upon the trusts of the will, as far as the same were good in law ; and that the court would be pleas- ed to declare how far the trusts of the real and personal estate were good ; and as far as the trusts were declared to be void, that the plain- tiff might be declared to be entitled to the real estate ; but, in case the trusts of the will should be considered valid, then that such of the rents and profits of the estates devised to the trustees in possession, as accrued during the life of Mrs. Bengough, might be applied in the purchase of freehold estates of inheritance in England or Wales, and that the annuities of the plaintiff and Henry Bengough might be paid out of the rents and profits that had accrued, and should accrue after her death ; and that the residue thereof might, during the remainder of the term of twenty-one years, be also applied in the purchase of freehold estates of inheritance in England or Wales ; and that such es- tates, when purchased, might be conveyed to the trustees upon the trusts declared of the estates so to be purchased ; and that, as often as there should be the sum of £1500 arising from the rents and profits of the devised estates, it might be laid out in such purchases of free- hold estates as aforesaid ; and that the plaintiff might be declared to be entitled to the immediate possession and enjoyment of the said es- tates so to be purchased, for the term of ninety-nine years, if the plaintiff should so long live, such term to be computed from the death of the testator; and that in case the said rents and profits should not, as soon as they amounted to il500, be so laid out, the plaintiff might be declared entitled to the interest and dividends thereof from the time the same amounted to £1500, until the same should be laid out in the purchase of freehold estates ; or that, in case the said trusts were partly valid and partly invalid, then that proper directions might be given for effectuating such of the trusts as were valid, and for de- 436 RULE AGAINST PERPETUITIES (Part 4 daring and effectuating the rights of the persons entitled, so far as the trusts were invaUd. The defendants having put in their answer to the bill, the cause came on to be heard before the Vice-Chancellor in 1823, when an or- der of reference was made to the master, who, in pursuance thereof, reported that the plaintiff was, at the time of the death of the testa- tor, and then was, the heir-at-law of the said testator, and that the said Ann Ricketts, deceased, the sister of the said testator, was his only next of kin at the time of his death, and that William P. Lunell, J. E. Lunell, and George Lunell, were then her legal personal repre- sentatives, and the only persons, who, together with the plaintiff, and the said Henry Bengough, James Bengough, and Ann Elizabeth Ben- gough (the children of the said testator's late brother, George Ben- gough), and the said Charles Lucas Edridge, and the appellant, the executors of Joanna Bengough, the widow of the said testator, would in case of intestacy have been entitled to distributive shares of the personal estate of the testator. Upon the death of James Bengough, the suit was revived against Sarah Bengough, his widow and personal representative ; and William Ignatius Okely, having married Ann Elizabeth Bengough, was subse- quently made a party to the suit. The cause having come on to be heard, on further directions, be- fore the y^ce^^ChaiKiellor, his Honor, by a decree, bearing date the 24th day of January, 1827, ordered it to be declared (amongst other things) that the testator's said will ought to be established, and the trusts thereof carried into execution, &c. His Honor, in giving his judgment in respect of that part of his decree, said, "that although the rule of law be framed by analogy to the case of a strict settlement, where the twenty-one years w"ere allowed m respect of the infancy of a teliannn tait,"yet he considered it to l3e fully settled ^jthaLEmlEitions bv Way ot devise or springing use might be m ade to depend upon an absolute term 61 twenty-one years after lives m being.'" Frorn this part of the decree the personal representative of the tes- tator's widow appealed to the House of Lords, and the appeal came on for hearing in February, 1832. The learned judges who attended were J. A. Park, Littlisdali;, GaselEE, Bosanquet, AIvDERSon, J. Parke:, and Taunton, JJ. ; Bay- LEY, Vaughan, Bolland, and Gurney, BB. ; and the following were the questi ons submitte d to them : Firs t, whether a limitation, by way of execu tory devise, is void , as to o remote,_pr otherw ise , if it is not to tak e ettect until after the de- ter m i n a t i o n ^f_one^£ more JjIe^prJiverTrrBe^^ tiolr" of~a rterm of twen ty-one years afterwa rds, as a term in ^ross, and without ref erence to the in fancy of an y person whois to take un- der ^suchJimiUt i on^.QlLJ2i-am^ Secondly, whether a Hmitation by way^of executory devise is void, as too remotefbr otherwise7~tf^t is nbl tu Lake-cffeci uirtil ufteFTtre Ch. 1) THE RULE AND ITS COROLLARIES 437 determination of a life or lives in Jbehig,and_jipon the expiration of a ter mol twenty-one^years afterwards, together with a number of months eqijaTto tli^ordirraiy'pefibd of gestation ; but the whole of such yeais and-^months^to-be-j^keTi asa ter^mjTn gross7~a"nd withmit reference loThemfahcy of any~person whatever^ born or en venfre sa mere . Thirdly, whether a limitation b y w ay of executory devise is void, as too remote, oFotlicfwIsg^ if iF is not to take effect until after the determination of a life or lives in being, and upon the expiration of a term of tvvenTy^one^ears^afterwards, together with the number ~of months equal to the lo ngest period^f^gestajtion jjbut the whole of such years ahdmbntTi? to be taken as a term in gross, and without refeTCTnre^"to~ttie infancy of any person vvhatever, l^orn or en ventre s a me re. The learned judges attended again on a subsequent day (June 25th), and Mr. Bar on B aylEy delivered their opinion as follows : First, in answer to the firiFquestion : I am to return to your lordships the unanimous opinion of the judges who have heard the argument at your Lordships' bar, that such a limitation is not too remote, or oth- erwise void. U pon t he introduction of executor}rdevises7and the in- dulgence thereby allowed to testators, care was taken that the proper- ty which wasThe~s ubject oITEem should jiot be tied up beyond a reasonable^time, and that too great a^restramt iip_on alienadon should noFbe perniitted7^TTie^ cases oF^Lloyd v. Carew, 1 Show. P. C. 137, in the year 10^6, and Marks v. Maries; 10 Mod. 419, in the year 1719, es- tablished the point, that for certain purposes, such time as, with ref- erence to those purposes, might be deemed reasonable, beyond a life or lives in being, might be allowed. The purpose, in each of those cases, was, to give a third person an option, after the death of a par- ticular tenant, to purchase the estate ; and twelve months in the first case, and three months in the other, were held a reasonable time for that purpose. These cases, however, do not go the length for which they were pressed at your Lordships' bar; they do not necessarily warrant an inference that a term of twenty-one years, for which no special or reasonable purpose is assigned, would also be allowed ; and I do not state them as the foundation upon which our opinion mainly depends. They are only ir nportant as establishin g th at a life or lives in being is not the limitation ; that the re are cases iji which it may be_ exceeded. Taylor v.J2i'^ldal^2 Mod. 289 (1677), is the first instance wT^H a^re- met with in the books, Jii^w hich so grea t^an excess as twen- ty-one yearVaTtefli Tlle^ oFlives i n bei ng xyas^ allo\\-ed;iLnd tTiat \vaT^ case^of mTaiTcy: rr^vas^aTTimitatlon to the heirs of the body of^^^ob^ ert^WarRjrrT'and their heirs, as they should attain the respective ages of twenty-one; there might be an interval, therefore, of twenty-one years between the death of Robert, till which time no one could be heir of his body, and the period when such heir should attain twenty- one, till which time the estate was not to vest: and that limitation 438 RULE AGAINST PERPETUITIES (Part 4 was held good by way of executory devise. That, however, was a case of infancy, and it was on account of that infancy that the vest- ing was postponed. This case was followed by, and was the founda- tion of, the decision in Stephens v. Stephens, Cas. temp. Talb. 232. That was a case of infa ncy also Tlie executory devise there was, "to such other sorTof thelSody oT my daughter, Mary Stephens, by my son-in-law, Thomas Stephens, as shall happen to attain the age of twenty-one years, his heirs and assigns forever;" and the judges of" the Court of King's Bench certified that the devise was good. The certificate in that case is peculiar; it refers to Taylor v. Biddal, and says, "that however unwilling they miglit be to extend the rules laid down for executory devises beyond the rules generally laid down by their predecessors, yet, upon the authority of that judgment, and its conformity to several late determinations in cases of terms for years ; and, considering that the power of alienation would not be restrained longer than the law would restrain it, viz., during the infancy of the first taker, which could not reasonably be said to extend to a perpetui- ty; and considering that such construction would make the testator's whole disposition take effect, which otherwise would be defeated ; they were of opinion that that devise was good by way of executory devise." This also was a case of infancy; it was on account of that infancy that the vesting of the estate was postponed; and though, un- der that limitation, the vesting of the estate might be delayed for twenty-one years after the deaths of Thomas and Mary Stephens, it did not follow of necessity that it would ; and it might vest at a much earlier period. These decisions, the refore,_clo_not distinctly or neces- sarily establisji the position, that a ter m in QTOSS^fojr twen ty-one years , witho ut ~any reference to^jifancy, after a life or lives in esse, will be goodT)y~wa3njf executory devise,; but there is nothiiiglmThem nprp^crcarTly TrrT()iiriiif7" it to ra? rK"of infancyT~TlTe 'contem poraiiebii s^ understanding might have been, that it extended_generally to any tenlTot twenty-one^ears ; and there are so me autho rities which lead to a belief that sucli was f^Te^ase. Iri'Goo dtTtle v. W ood.^Villes. 213 ; s. c.~7T^. R. Iu3 n.. Lord Cnief Justice Willes discusses shortly the doctrine of executory devises, and notices their progress of late years. He says : "The doctrine of executory devises has been set- tled ; th£y_Iiaye j3ot bee n consi^re(ri!l!l b^ffe~"possibilitie gl_^ tain interests ai id esta tes, and liaye_b cen resembled to _XQn tingen t re- m ai nHp f*^ in all other respect s, only tliey ha ve been piiJ;^jimler_so m e restraints, to prevent perpetuities. At fi rst it was held, that the con- tingen^y^^ll&LJiappen witjim tUTr^ompass of a life or hves^n being, or a reasonable number of years; atTength it was~extended a little further, viz., to a child en"'velltre sa mere, at the time of the'tather ' s d e a til ; becSTTSTrT-as ' tlraT^conl itigcncy must necessarilyjjappialaaatliin les s"~t!ia n~ntTTe'monTlTS after t he death ol a person inbeing. that con- st ruction~wouTd' rhtroduce no inconvenience ; and the" riite^as, in many instances, beelT^extended to twenty-one yeaTs~after tTie^ath of Ch. 1) THE RULE AND ITS COROLLARIES 439 a person in being; as in that case, likewise, there_Ls.no danger of a perpetuity." Ancl in citing this passage in Thellusson v. Woodford, 1 N. R. 388, Lord Chief Baron Macdonald prefaces it by this eulo- gium : "The result of all the cases is thus summed up by Lord Chief Justice Willes, with his usual accuracy and perspicuity." He does, in- deed, afterwards say, 1 N. R. 393, after noticing Long v. Blackall, "the estal)lishcd length of time during which the vesting may be sus- pended, is during a life or lives in being, the period of gestation, and the infancy of the posthumous child ;" and that rather implies that he thought the rule was confined to cases of minority. This opinion of Willes, C. J., though not published till 1797, was delivered in 1740; and in the minds of those who heard it, or of any who had the oppor- tunity of seeing it, might raise a belief that there were instances in which a period of twenty-one years after the death of a person in esse, without reference to any minority, had been allowed; and, though there be no such case reported, it does not follow that none such was decided. In Good man v. Goodr ight, 2 Burr. 879, is this passage: "Lord C. J. ManslTeid says, 'it is a future devise, to take place after an indefinite failure of issue of the body of a former devisee, which far exceeds the allowed compass of a life or lives in being, and twenty- one years after,' which is the line now drawn, and very sensibly and rightly drawn." This was published in 1766; and, whether the last approving paragraph was the language of Lord Chief Justice Mans- field or the reporter, it was calculated to draw out some contradiction or explanation, if that were not generally understood by the profes- sion as the correct limitation. In Buc kworth v. Thirk ell, 3 Bos. & Pul. 654 n.; s. c. 10 B. Moore, 238 mTXord Mansfield says, "I re- member the introduction of the rule which prescribes the time in which executory devises must take effect, to be a life or lives in be- ing, and twenty-one years afterwards." In Je^e_v.^Audley, 1 Cox, 325, Lord Kenyon (Master of the Rolls) says, "The limitations of personal estate are void, unless they necessarily vest, if at all, within a life or lives in being, and twenty-one years, or nine or ten months after- wards. This has been sanctioned by the opinion of judges of all times, from the Duke of Norfolk's Case, 3 Chan. Ca. 1, to the present time ; it is grown reverend by age, and is not now to be broken in upon." In Long_VjBlackall, 7 T. R. 102, the same learned judge says, "The rules respecting executory devises have conformed to the rules laid down in the construction of legal limitations ; and the courts have said that the estates shall not be unalienable by executory devises for a longer time than is allowed by the limitations of a common-law con- veyance. In marriage settlements the estate may be limited to the first and other sons of the marriage in tail ; and until the person, to whom the last remainder is limited, is of age, the estate is unaliena- ble. In conformity to that rule, the courts have said, so far we will allow executory devises to be good." And, after referring to the Duke of Norfolk's Case, he concludes, "It is an established rule, 440 RULE AGAINST PERPETUITIES » (Part 4 that an executory devise is good, if it must necessarily happen within a life or lives in being, and twenty-one years, and the fraction of an- other year, allowing for the time of gestation." In Wilkins on v . South, 7 T. R. 558, Lord Kenyon says, "The rule respecting execu- tory devises is extremely well settled, and a lini itation, by wavj^f^ex- ec utoryjievise, is_ good, if it may (I think it should be, must) take place_after a life or liv es in iDeing, and within twenty-one years, and the fracti on of anothe r year afterwards. "^ We would not wish the Hoifse to suppose, that there were not expressions in other cases about the same period, from which it might clearly be collected, that minority was originally the foundation of the Hniit, and to raise some presumption that the limit of twenty-one years after a life in being was confined to cases in which there was such a minority; but the manner ij i which the rule w as_expressed^^ the instances to which"! have ref erred, as well a s_ in text writers, appea rs to us ^o justify the concl usion, t hat it was at leng th ext ended_ to th eenTarg^ IimjFof_a life or lives in being, and twenty-o ne~years afterwafdsr It is difficult to suppose, tharmeiV^f such dismrrnnatTnglTunds^^nd so much in the habit of discrimination, should have laid down the rule, as they did, without expressing minority as a qualification of the limit, par- ticularly when, in many of the instances, they had minority before their e3'es, had it not been their clear understanding, that the rule of twenty-one years was general, without the qualification of minority. Mr. Justice Blackstone, in his Commentaries (2 Bl. Com. [16th Ed.] 174), puts as the limTts of executory devises, that the contingencies ought to be such as may happen within a reasonable time, as within one or more lives in being, or within a moderate term of years ; for courts of justice will not indulge even wills, so as to create a per- petuity. The utmost length that has been hitherto allowed for the contingency of an executory devise, of either kind, to happen in is, that of a life or lives in being, and twenty-one years afterwards ; as, when lands are devised to such unborn son of a feme covert as shall first attain twenty-one, and his heirs, the utmost length of time that can happen before the estate can vest is, the Hfe of the mother, and the subsequent infancy of her son ; and this has been decreed to be a good executory devise. Mr. Fearn e. in his elaborate work upon Ex- ecutory Devises, lays down the rule in the same way : "An executory devise, to vest within a short time after the period of a life in being, is good;" as in Lloyd v. Carew, which he states, and Marks v. Marks; and he says, "The courts, indeed, have gone so far as to admit of ex- ecutory devises, limited to vest within twenty-one years after the pe- riod of a life in being;" as in Stephens v. Stephens, Taylor v. Biddal, Sabbarton v. Sabbarton, Cas. temp. Talb. 55, 245, all of which he states, and in all of which the vesting was postponed on account of minority only; and then he draws this conclusion, "That the law ap- pears to be now settled, that an executory devise, either of a real or personal estate, which must, in the nature of the limitation, vest with- Ch. 1) THE RULE AXD ITS COROLLARIES 441 in twenty-one years after the period of a life in being, is good ; and this appears to be the longest period yet allowed for the vesting of such estates." The instances put, all instances of minority, might cer- tainly have suggested that it was in cases of minority only that the twenty-one years were allowed ; but, by stating it generally, as he did, he must have considered twenty-one years generally, independently of minority, as the rule. The same observation applies to Mr. Justice Blackstone. That such was Mr. Fearne's understanding, may be col- lected from many other passages in his book; but from none more distinctly than in the third division of his first chapter on executory devises, (9th Ed. 399, 401), where, after having mentioned as the sec- ond sort of executory devises, those where the devisor gives a future estate, to arise upon a contingency, without at present disposing of the fee, and after putting several instances, he then concludes the di- vision thus: "And the case of a limitation to one for life, and, from and after the expiration of one day (or any other supposed period, not exceeding twenty-one years, we may suppose), next ensuing his decease, then over to another, may be adduced as an instance of the call for the latter part of the extent to which I have opened the sec- ond branch of the general distribution of executory devises." And in his third chapter (page 470), he begins his eighth division with this position: "It is the same (that is, that an executory devise is not too remote) if the dying without issue be confined to the compass of twen- ty-one years after the period of a life in being." And in the eiglrth division of the iburnfcHapfeFfpag'e 517) Iie^sayi^"It seems now to be settled that whatever number of limitations there may be after the first executory devise of the whole interest, any one of them that is so limited that it must take effect, if at all, within twenty-one years after the period of a life then in being, may be good in event, if no one of the preceding limitations which would carry the whole interest happens to vest." The opinion of ^Ir. Fearne is continued in the diflferent editions, from the period when his work was first published, in 1773, down to the present time; but, upon that expression which occurs in Thellusson v. Woodford, 4 Ves. 337, showing that a doubt existed in the mind of Lord Alvanley, that doubt is introduced into a subsequent edition, for the purpose of consideration ; but it does not appear to me, from anything expressed by his great and experienced editor, or in any note of his, that he thought the rule laid down by Mr. Fearne was not the right and correct rule ; but, instead of that, he seems to have intimated, that his opinion was in conformity with it ; because he gives extracts from what Mr. Hargrave. who agrees with Mr. Fearne, had said upon the subject, as if the inclmation of his opinion was that Mr. Fearne was right, and that the unqualified rule of twenty-one years was correct. At length, in Beard v. Westcott, 5 Taunt. 393, the question, whether an executory devise was good, though it was not to take effect till the end of an absolute term of twenty-one years after a life in being at the death of a testator, with- 442 RULE AGAINST PERPETUITIES (Part 4 out reference to the infancy of the person intended to take, was dis- tinctly and pointedly put by Sir W. Grant, the then Master of the Rolls ; and the Court of Common Pleas certified that it was. The point, though necessarily involved in that will, was not prominently brought forward, either upon the will itself, or upon the first of the two cases that was stated ; and, lest it might have escaped the notice and consideration of the Court of Common Pleas, it was made the subject of an additional statement to that court. The first certificate was in November, 1812; the next in November, 1813; and the judges who signed them were Sir James Mansfield, Mr. Justice Heath, Mr. Justice Lawrence, Mr. Justice Chambre, and Mr. Justice Gibbs, men of great experience, and some of them very familiar with the law of executory devises. Those certificates stood unimpeached until 1822, when the same case was sent by Lord Eldon to the Court of King's Bench, and that court certified that the same'Hmitations which the Common Pleas had held valid, were void, as being too remote; but the foundation of their certificate was, that a previous Hmitation, clearly too remote, and which was so Considered by the Court of Common Pleas, made those limitations also void which the Common Pleas had held good. The subsequent limitations were considered as being void, not from any infirmity existing in themselves, but from the infirmity existing in the preceding Hmitation ; and because that was a limitation too remote, the others were considered as being too remote also. Whether the Court of King's Bench gave any positive opinion on that, I am unable to say. I think the Court of King's Bench would have taken much more time to consider that point than they did, and have given it greater consideration than it received, if they had intended to dififer from the certificate that had been given by the Court of Common Pleas; but, when it became totally immaterial, in the construction they were putting upon the will, to consider whether they were or were not prepared to differ from the Court of Common Pleas, it is not to be wondered at, that that point was not so fully considered as it might otherwise have been. Upon_the direct authority, therefore, of the decision of the Court of Common~Pleas, V. WestcottT in BearcPv.' Westcott7~ and: the dicta by L Maiisfield, and Lord Kenyoii, an C. Justice \Villes, Lord le rules laid down in Blackstone an d Fearn e, we consider ourselves warranted m saying that the limit is a life "or lives in being, and twenty<)ne~ years attcrvvar cls, with out reference to the mtancy ot any pers on wiiateven Thi¥"wTll certainly render the esiaie"TTii?ib'eu aiile lo r twenty-one 3^ea rg_ai tgr lives'in bein g, but it will preserve in safety any limitations which may have been made upon authority tTTcta or text wriTFTs^ have iTTen tiOned ; and it wTTTnot ti e upJiieJalierLaliaa-a ii unreasonabl e length orTTmeT^ Upon the se cond and third questions proposed by your Lordships, whether a limitation by way of ex ecutory devise is void, as too re- mote, or otherwise, if it is not to take ettt^CT UhtH after tTie determinaT tion oT~a life or lives in being, artd lip6n rhrigxpiration of a term of Ch. 1) THE RULE AND ITS COROLLARIES 443 twenty-one years afterwards, together with the number of months eqiTaTTo^The ordmary or longest period of gestation, but the vvliole of such years and~months To beTaken" as 'a~feF mTfi ^rb ss, and wiHTout reference to the rhfancy'orany~persbn whatever, born or en ventre TST *mere,T^he unanimous 15f)IhTon of tlie fudges is, that such a hmifation wolild be void, as tooTemoteT "nTey'co^nsider tw enty-one y ears as the • li mit, a nd the perioH~o7 gestation to be allowed in those cases only^ wliich tlie gestation exists. ~ "^ ~~ 'Villi, Lord (JiiancELLOrT ~I shall move your Lordships to concur in the opinions expressed by the learned baron, as the unanimous reso- lutions of the judges. The two last questions were put with a view to comprehend more fully the question argued at the bar, and to see the origin of the rule. T hat rule was originally in troduced in conse- quence of the ii ifan cy of p arties ; but whatever was its beginnmg, it is n o w 'to betake^T as estab1ish^ cn3y"tTTF'(ltcg]ofTTi^~judg^^ fronfTim e to time. A decision of your Lordships in the last resort, assTsfecl here by the then Chief Justice of the Common Pleas, in Lloyd v. Carew, 1 Show. P. C. 137, settled the rule; for the wdiole question was there gone into. Some doubt has been expressed as to whether this principle was adopted as the uniform opinion of conveyancers. It is impossible to read the passages read by the learned baron from Mr. Fearne's book, without seeing that it was the settled opinion of that eminent person, that t wenty-oiT e_vea rs m i ght be t aken aljsolutely. The able editor of his book was of the same opinion, and MrTjTis- ticc Buller's opinion was stated by him and examined. Mr. Butler makes it a question of separate consideration, and treated the subject as Mr. Fearne had done . The opinion of Lord MansfielH~was the same, and the doctrine is not weakened by what Lord Kenyon is stat- ed to have said in Long v. Blackall, 7 T. R. 100. In the opinion of all, the rule was clearly confined to twenty-one years, as the period now understood. It was, however, necessary to state the first question, for the opinion of the judges, and they have not shrunk from the con- sideration of it. It was also right to have put the other two ques- tions, to which the learned judges also applied themselves, and they have excluded the period of gestation beyond the term of twenty-one years, except where the gestation actually exists. If your Lordships be of the same opinion, you will affirm the judgment of the court be- low, and dispose of this case. Th e rule will then be, that a limitation will n ot be too remote, if the vesting- be suspended for tw^entv-on e ye afTlSeyond a life or lives in being; but that beyond that perio d it would. Tlie judgment of the court below was afBrmed. 444 RULE AGAINST TERPETUITIEa (Part 4 ASHLEY V. ASHLEY. (Court of Chancery, 1833. 6 Sim. 358.) By an order ° in this cause the master was directed to inquire what interest the testator had in a certain estate in London. The master found that James Lewer, being seised in fee of said estate, died in 1773, and by his will devised said estate to his wife for life, remain- der to preserve contingent remainders, remainder to his daughter, Sarah Chandler, for life, remainder to trustee to preserve &c., and after her death to "all and every the child or children" of Sarah Chand- ler "equally to be divided between fhem, if more^thali one, share and sliare alike, and to take as tenants in common and not as joint tenants, a nd for want of s uch is'sue^of B ar ah ClTa nHTer" then to his daughter AIarv_H,^ nd for lifg with like remainders to~HerglTildr en, r em^sinder to Thomas Chandler infee; The residiie'of his estate, real and per- sonal^ e gave„ tQ,liis_ wije^in fee and absolutely. Sarah Chandler had eight children^ living at the death of James Lewer or bom afterwards. Five of them had died without issue, but three were living. The master reported that all the limitations in the will failed, subse.-. que nt to tlie devi se to t h e child or childreiro T^Sarah ChancHer, as be- in g onlv to take effect in case there neve r w as any sucli _child] anci that the children of Sarah Cha ndler took Tife estates only without cross remai nders between th em ; and that, subject thereto, the fee sim- pl e^'oTThe houses p assed, by the general re siduary devise^to -tEe widow of_Jame s Le wer, the testator. The Vice-Chancellor [Sir Lancelot Shadwell]. jvly opinion is^ directly against the fin ding of the master. [His Honor here read the devise, and then proceeded thus:] Now but one subject is given throughout. The expres sion, "for want of s ucliis sue,'' means _want of iss ue wheneveFthat event may ha p pen. eit herT S^Tther e^being^^chil- dren originally, or by the childr en ceasing to exist. Th ose words see m to me to create "cross remain3ers by implication. Declare that the childreli'of Mrs. Chandler took estates for lite, as tenants in c ommon, wTtli~crO^B-rei«a4H4ers between them for lITeTwith rem"ain3er to Mrs. Hand toiiJif e, with remaind er to_her children, as ten ants in c ommon for life, with cross remainders between them for lif e, wit h remainder to Thomas CiraridleFuTfee : andTef er it back to the master to review his report.^"— ' — 8 The following statement is substituted for that in the report. 10 See, also, Madison v. Larmon, 170 111. 65, 48 N. E. 556, 62 Am. St. Rep. 356 ; Klingman v. Gilbert, 90 Kan. 545, 135 Pac. 682. But see Fosdiek V. Fosdiek, 6 Allen (Mass.) 41. Ch. 1) THE RULE AND ITS COROLLARIES 445 SOUTHERN V. WOLLASTON. (Court of Chancery, 1852. 16 Beav. 27G.) The testator, by his will dated in 1835, bequeathed £400 Consols to trustees, upon trust for his cousin Ed\vard^ Wollaston for life ; and aft er his decease, upon trust to assig n and transfer^^r^pa^, distribute_ an d divide the same unto and^ equally between all and e very the chil- dren and^ild oLEdward Wollaston who shall be' living at his de- ceaseTand who should then be of or afterwards Kve to_att ain Ihe^ ge of Twenty^fivej^ears ; if more than one, in equal shares. There was a^gift over, in case there should be no child living at his death, or of their all dying under twenty-five. And the testator di- rected, that after the decease of Edward Wollaston, and while any of the persons presumptively entitled thereto should be under the age of twenty-five years, the dividends of the shares of the persons so, for the time being, under that age in the i400, should be applied towards the maintenance and education of the person to whom the said stock mon- eys should, for the time being, under his will presumptively belong. The test ator died in 1845. Previous thereto, and in J.837, the legatee EdwaT^'^'ollaston had jied, leavmg eleven c hjl.d£eji ; _ four only_ sur- viveH the testator, and the youngest attained twenty- five i n_ 1848^ "Tnjue^ttoTr'was l^sed, at a Tormer Tiear'ihg (r6~Beav. 166), whether this gift to the class of children was or wasjiot void for remoteness ; andthe point~norhaviiig~b'een fully argued. The impression of the court then was, tha t it w as_void,j3Ut_^permjssion_was^ obt ained to arg ue th e point. TvTr. Lloyd and Mr. Bilton now appeared for the children. They argued as follows : The will speaks as at the testator's death. This legacy is therefore free from all objection in regard to remoteness, for the tenant for life was the^iT_dead^ an d his child ren ascertained : and as th ey we re all more tha n fmir ypgr^ nf age the legacy of necessity vested witlim due limits^jhat is, within twenty-one years from the tes- tator'S death. "IfTWiITiamrv^Teale, 6 Hare, p. 251, Sir James WigFam expressed his opinion on the very point. He says, "A third point, upon which my mind is also made up, is this: that, in considering the va- lidity of the limitations in this will, with reference to the state of the testator's family, the state of the family must be looked at, as it ex- isted at the time of the death of the testator, and not as it existed at the date of the will. If a t estator should give his property to A. fo r life, with remainder to^uch of A.'s children as sliuuld^ft^ t^wenty- five" years df~age, and the te stator^ sfiouldZdi eTTiving A., there is no^ doubt but that the limitations' over to the children of A. would be void, Lealce V. R u b h is ui i, 2 -M€fr^63; blit it, m that case, A.Tiad~diecl living the testator, and at the death of the testator all the chiTdren of A. h ad attaTiTed^went}Rlve',lhe~c^ass w ould be then ascertain ed, and I cannot thinlTit possible that any court of justice would exclilde them from the 446 RULE AGAINST PERPETUITIES (Part 4 benefit of the bequest, on the ground only, that if A. had survived the testator, the legacy would have been void, because the class in that state of things could not have been ascertained." ^^ The Master of the Rolls [Sir Johx Romilly] said he should follow the case of Williams v. Teale, and declare that the gift to the children was not void for remoteness. AVERN V. LLOYD. (Coiirt of Chancery, ISGS. L. R. 5 Eq. 383.) This cause came on to be heard on further consideration and on a petition. Joseph Wright, by will, in March, 1780, after directing his execu- tors, as soon after his decease as might be convenient, to sell all his ef- fects, and to invest the proceeds in some of the public funds, directed them to pay one moiety of the d ividends to arise from such funds to his brother Francis for life, and after his decease to the is?TIe^ale of h is" bro tl ipr h] -nncis equally, share and share alike, f or their live s and the life of the longer liver, and af ter th e decease of the survivor , or in case there should be no such male issue ot his brother Francis, to pay such moiety of the dividends t o his broth er John Wright for life, and after his decease to his issue male equah y, share ana share alike, for their respective lives and the life of the longer liver ; and after the de- cease ofth£_survivor, or in case there should be no such issue "male of his brother John, then to all and every the daughters and daughter of his brother Francis equally, share and share alike, for their respec- tive hves, and to the survivors and survivor ; and after t he dec ease^ of the surv ivor of such daughters an d daughter of his brother Francis, he bequeathed~tTTie moiety of "'The tunds and the"~dividends tTTereoT To the executors, administrators, and assigns ot the survivor of his br gtli^ ers John and Francis, or their issue, male or female, wdio s hoii ld hap- pen to be such surviv or. The testator directed his executors to pay the other moiety ot such funds to his brother John for life, and after his decease to pay the dividends of such moiety to his issue male for their lives and the life of the longer liver ; and after the decease of the 11 The rest of the remarks of Wigram, V. C, in Williams v. Teale, 6 Hare, 239, 251 (1847), on this point is as follows : "I have noticed this point he- cause I find that an intellisent writer (I allude to jNIr. Lewis, in his hook of Perpetuities) has expressed a contrarj- opinion in his observations on the case of Vanderplank v. King, 3 Hare, 1, and has upon that ground doubted the correctness of my decision in that case. In another part of the same book, the cases upon which he founds his opinion are collected and com- mented upon ; but upon examining those cases, it appears to me that none of them (as it Is in terms admitted) is inconsistent with the opinion I have expressed. I have considered the point with much attention, and I am clear that t he f|uestion to be considered is . How the fa mily sto od at the deatli of the testator, and not now it stood aT"liii> rui'lii i (TTire. " """ ' ' Ch. 1) THE RULE AND ITS COROLLARIES 447 survivor, or in case there should be no such issue male of his brother John, to his brother Francis for life, and after his decease to his issue male equally, for their lives and the life of the longest liver ; and after the decease of the survivor, or in case there should be no such issue male of his brother Francis, then to all and every the daughters and daughter of his brother Francis equally, for their lives and the lives of the survivors and survivor, and after the decease of the survivors and survivor of such daughters and daughter of his brother Francis, he bequeathed the last-mentioned moiety of such funds and the dividends to the executors, administrators, and assigns of the survivor of his brothers John and Francis, or their issue, male or female, who should happen to be such survivor. The testator died in 1785. Francis Wright died in 1801, leaving three sons, Joseph, John, and Francis, and five daughters, of whom Ann intermarried with the de- fendant Robert Lloyd. In March, 1815, in a suit instituted by the three sons against their uncle John and others, for the purpose of having their rights under the will declared. Sir W. Grant ordered the transfer into court by the uncle John of £1100 £3 per Cent Stock, and of £950 New South Sea Annuities, in trust in the cause "the account of the legatees for life ; " that the costs should be taxed and paid out of a sale of sufficient of such stock; that one moiety of the dividends accruing on the residue of such stock until such sale, and on the residue after such sale, and one moiety of the dividends accruing on the annuities, should be paid to the three plaintiffs in equal shares during their joint lives, and after the death of them, or either of them, that the whole of the dividends of the last-mentioned money should be paid to the survivor during his life; and that the dividends accruing on the other moiety of the an- nuities should be paid to the uncle, John Wright, during his life, and that on his death and that of the survivor of the three plaintiffs, any persons entitled to the moieties of the stock and annuities were to be at liberty to apply to the court. The funds were transferred into court, and by the payment of costs the stock was reduced to £764 13s. 8d. The uncle, John Wright, died in 1818 without issue. In January, 1819, it was ordered in the cause that the whole of the dividends on the stock and annuities should be paid to the plaintiffs, Joseph, John, and Francis Wright equally. Joseph Wright died in 1820, and, on pe- tition, it was ordered that the dividends should be paid to John and Francis in moieties. John and Francis sold their interests in the stock and annuities, and it was ordered that the dividends should be paid to their assignee during their lives and the life of the survivor. John Wright died in 1849. Ann Lloyd was the survivor of the five daughters of Francis, the brother of the testator. She died in 1842, and the de- fendant, her husband, became her legal personal representative. Francis Wright, the survivor of the three plaintiffs above mentioned, 448 RULE AGAINST PERPETUITIES (Part 4 died in April, 1856, and since that date no dividends had been paid to any person. Letters of administration to the effects of the said Francis were granted to his daughter, the plaintiff, Emma \l. Avern, and she and her husband, in April, 1863, filed their bill praying for a declaration that she, as administratrix, was entitled to the funds in court, or, if not, that the rights of all parties under the will might be declared. Sir John Stuart, V. C. In this case there is no question as to the validity of the limitation of the life es tates in r emamder tofhe"Tin^ born issue, ma le andTemale, of the testator's broth ers. John _andj'ran- c is^! The _ _un15orn issue T Tearly__t ake life estat es, share and share alike . But it has been contended that the ultimate limitation to the executors, administrators, and assigns of the survivor of these tenants for life is too remote. The limitation is in these terms : "To the executors, administrators, and assigns of the survivor of his brothers John and Francis, or their issue, male or female, who shall happen to be such survivor." Considering that this limitation to the executors, admin- istrators, and assigns must take effect in the lifetime of one of the un- born issue to whom a good estate for life is given, so as to give him an absolute estate in possession when he becomes survivor, it is not easy to see on what ground it can be considered as too remote. The gift to the executors, administrators, and assigns of the sur\-iving ten- ant for Jife aTtaclTes'to the life estate, so as to give a contingent abso - lu te interestToeacTi tenant for l ife. This contingent absolute mter- est vests in possession in the survivmg tenant for life as soon as he is ascertained. It attaches the absolute interest as much to the life es- tate in the case of personal property as the rule in Shelley's Case, 1 Rep. 219, attaches the inheritance to the life estate in the case of a con- tingent limitation to the heirs or the heirs of the body of the tenant for Hfe of a freehold estate, so as to make the heir take by descent when the contingency happens. Each of the tenants for life in this case had as much right to alien his "conrmgent right to the ab-5gt ufe"ln - te rest as to al ien his life estate; an d the person clamimg uncle Tan as- sign ment oi the whole eijiate lilld"interest of the tenant for life_3K!Liild, as s oon as his assignor became the survivor o f the other te nants fo r life, be entitled to the posse ssion and enjoyment as absolu tel5wj"'er. ^It seems obvious that such a case is not wi thin t he principle on whid j^ the law against perpetuity rest s, and that the limitation in question of the absolute interest does not fail as being too remote. Ch. 1) THE RULE AND ITS COROLLARIES 449 EVANS V. WALKER. (Chancery Division, 1876. 3 Ch. Div. 211.) See ante, p. 172, for a report of the case. ABBISS V. BURNEY. (Court of Appeal, ISSl. 17 Ch. Div. 211.) JessEL, M. R.^2 This is an appeal from a decision of Vice-Chancel- lor Malins upon an important point of real property law. The firsts qu estion is whet her t he rules_a^ to remoteness apply to what has been te rmed an equ itable Te mamde r, where the legal estate has Been vested in trustees under the same instrument which creates the equitable es- tate. The seco nd quest ion is, wliethfiiLJJie^Hmitaiionjwitli which we ha ve to dea H n this case is an eqi uta ble remainder or an executory~3e- yise. The gifts in the will, so far as relates to the real estate, may be stated very shortly. There was a devise of freehold estate to trustees and t heir h drs, vesting in them the le gal f ee upon trust to p^y~fhe rents to tl ie testator's wife. Maria Finch ^ forheFlTfe, then upon trust that the trustc^es should^^iringjhe life of o ne^ ^Tgnry MayeF, who was then" liv mg, retain the rents for their own use, and after his death ul)oh trust_to__ coiivey the~Ir^ ehold estates ^rTfte^test ator imt o_such son of ^^ iili am Macdo nald asshould first attain the age of twenty-five years, his h eirs an d assigns, absolujely^ forever 7~siibj ect to~arcon(litron as tG~ talai% the name and arms of the testator, and in~TheliTean^timelTe~di- recled thaFthe rents should accumulate for his and their benefit. The only facts necessary to be stated are that William IMacdonald was living at the death of the t estator, and no^n of his had then at- tamecTThejigejDXJwie^iity^xe) but he had a son who, after the testator's death but^during the lifetime of Maria Finch, attai ned the age^of twen- ty -^fivei Maria Finch and Henry Mayer being both deacT, the question now arises whether the limitation to the son of William Macdonald who should first attain the age of twenty-five years is or is not void for remoteness. The V^ice-Chancellor decided that it is not void for remoteness on certain technical grounds which I will proceed to con- sider. Of course, if this is a limitation by w ay of exec utory devise it is v oid for remofenes s. the rule as to remoteness being that an executory" devise, in order tobe valid, must be such as necessarily to take efifect within a life or lives in being at the death of the testator and twenty- one years afterwards. Now it is obvious that the limitation to the first 12 The ease is stated in the opinion of Jessel, M. K, 4 Kales Prop. — 29 450 RULE AGAINST PERPETUITIES (Part 4 son of William Macdonald who attains the age of twenty-five years is not confined within the period of any life in being and twenty-one years afterwards. The ground on which it was endeavored to support the gift was this : it was s aid that the gifj J(^ili£,son ofWilliarn Macdmiald_i:ta^_aii_eqiii- table contmgent remainder, and^ that according to the law of coiitingent rernirrrtders^he estate cduIH'not take_effect_at_all unlessJFwas~vested at tlie^death ofTlTF survivor ol Maria Finch an d Henr y Maye r, aii d thalTTHeref orer~if "couIdniaE"^ "void for remoteness, as it must take effecTat t he^'g^cprraTion ot Iivg?Tn being^f lio^'T aFari- "The argument proceeded on the footing that the same rules whicli"govern devises of legal estates in freeholds govern also devises of equitable estates, using the term equitable in the sense I have mentioned, and the Vice-Chan- cellor gave effect to that argument. The first observation to be made upon that is, that these contingent eq uitable r aiiainders, as they are sometimes called, jig not stand upon the saine footing as legal remainders. The reason why a contingent remainder under a legal devise failed, if at the death oTthe previous holder of tHe "est3te~of freehold there was n o person w lia_answered the description of the rem ainder-nian next to take, w as the fe udal rule that the freeKold could never be vacant, for that there musFalways'be a tenant to render the services to the lord, and therefore if the remain- der could not take effect immediately on the determination of the prior estate, it never could take effect at all. Xhisu::£SulLo f feudal r ules was never held tq^ap^ly to e quitable es tates, and it was sometimes""sa id'Tfrat theTegal_esfate in the trustee supported tEe^ remainder. That was not the best mode of expressing the^doctrine, the~prmciple really being that as the legal estate in the trustees fulfilled all feudal necessities, there being always an estate of freehold in existing persons who could ren- der the services to the lord, there was no reason why the limitations in remainder of the equitable interest should not take effect according to the intention of the testator. If at the time of the determination of the prior equitable estate of freehold there was no person capable of taking, a person afterwards coming into existence within the limits of the rule of remoteness, and answering the terms of the gift, was al- lowed to take. So that the doctri ne of asc ertaini ng once for a ll__at the^deatb of tlie-tenant for life what personsj!^£re_to^t ake unde r^Jhe subsequent jcontingent limitations, had no application to equitable es- tates. Equity hai; not on this subject followed^the law. According to my experience it has always "Been assumed, without argument, that where the fee is vested in trustees upon trust for a man for life, and after his death upon trust for such of his children as being sons shall attain twenty-one, or being daughters shall attain that age or marry under that age, and at the death of the tenant for life there are some children adult and some minors, the minors, if they live to attain twen- ty-one, will take along with the others ; but if equity had followed the law, then, inasmuch as there were persons capable of taking at the Ch. 1) THE RULE AND ITS COROLLARIES 451 death of the tenant for life, namely, the adult children, they would have taken to the exclusion of the children who were minors, as was the case where the limitations were legal. It appears to me, there- fore, that where the_Jegal_fee is outstanding in the trustees, that doc- trine of conTTrigent rern^mders^wTiich, until the recent Statute, pre- veme d contrng enTTeman-idefs from taking effect at airurrtesB^they vest^' ed'ir'the moment~df the termination of the prior" estate ItTT reeliold, h as~no operatJunTa nd-on that ground Tlhink this appeal^should'be al- lowing On the second point also I must differ from the conclusion arrived at by the learned judge of the court below. I cannot find that there is any equitable remainder to any child of William Macdonald. There is a gift to the trustees upon trust for the widow for life ; then there is a direction to them to retain the rents for their own benefit during the life of Henry Mayer, which is not an equitable remainder, because they, having the legal ownership, cannot have a separate equitable es- tate. Then, on the death of Henry Mayer, there is a direction to them to convey the legal estate to the first son of William Macdonald who attains twenty-five. That direction to convey does not give the son of William Macdonald an^equitable remainder expecISiit uii a priui ■ eqlTttabie-iife~estate. There is no^ equitable lite estate alter the death of "the wido'wT and the direction to the trustees to convey is nothing like a remainder. In my opinion, therefore, the gift to the son of Wil- liam Macdonald is an executory limitation, and subject to all the rules with regard to executory limitations, and on this ground also I am of opinion that the decision appealed from ought to be reversed. Cotton, L. J. I am of the same opinion. One point argued by Mr. Williams was that the attaining twenty-five years was not part of the description of the person to take, but that the gift was to be construed as a gift to the first son, with a gift over if he did not attain that age, and he referred to cases in which a violent construction of that kind has been put by the court upon devises of real estate so as to give ef- fect to what was considered by the court to be the intention of the tes- tator. I asked Mr. Williams whether that violent construction had ever been put upon a gift which included both real and personal es- tate, and he was not able to refer me to any such case. But, inde- pendently of that, how can it be said that in a gift to such son of Wil- liam Macdonald as shall first attain the age of twenty-five years, the attaining that age is not part of the original gift and part of the de- scription of the devisee. Where that violent construction has been put upon the words there has generally been some obscurity or ambiguity in the original gift, or there has been a gift over on the person not at- taining the prescribed age. In the latter case, as Vice-Chancellor Wigram said, in the case of Bull v. Pritchard, 5 Hare, 567, 591, the court construed the testator as giving all he had to the first taker, ex- cept what he had given to the devisee over. But here there is no gift 452 RULE AGAINST PERPETUITIES (Part 4 over of that kind, and tke attaining of the age of twenty-five is an essential part of the description of the person who is to take. Then, assuming this is not to be a vested interest before the son at- tains twenty-five, is the devise bad or not for remoteness ? The Vice- Chancellor, as I understand him, proceeded on this ground. He said if there is a legal contingent remain der that remainder of necessity must be vested g t the' cea lmg of t he par ticular estate upon whi ch it is limited or ji ot take effect at all and therefore, even although it is to a persorTiFhe attains twenty-five, yet, as it must vest at or before the determination of the prior life estate, there can be no question of re- moteness, for if it ever comes into effect at^all it must come mto effe ct on the^xpifation of a life_or lives in being . That no doubt is so, but how can that apply to limitations of this kind, where the testator, by his will, dealing with the legal estate and vesting it in trustees, has di- rected that they are to hold it in certain events and at certain times on particular trusts ? The rule_ does not app ly in equity, because in equit y the feudal rules^ of tenure wilLnoLbejill owedlcrcletea't the trusts which the testator lias^dec lared b y his will, a nd, even although at the ter- miiiaHon of the particular estate the persons cannot be ascertained, yet the court w'ill afterwards enforce the trusts in favor of persons who subsequently come into esse and answer the description of the objects of gift. It follows that the objection on the ground of perpetuity is not removed. I quite agree wath the Master of the Rolls that the question really does not arise here, because tl iere is no limitation by wav of remainder. The estate being given by the testator to trustees, he has directed that at a particular time their estate shall be put an end to by their con- veying it away to somebody else. They are not directed to hold it upon trust for somebody else during his or her life and afterwards in trust for a remainder-man, but they, having the fee absolutely in themselves, are directed after a particular time to convey that estate from them- selves, and to give the person then to be entitled the legal estate. Of course, if there be no objection on the ground of remoteness, equity w^ould compel them to hold it after that particular time for the benefit of the person to whom they ought to convey, but as a matter of limita- tion in the will it is not a 1imjfatu}I!_ilf ^^ pgnitahl p pt^tatpj n^re mainder , it is merely a direction at a future time to co nvey the estate to som e- b ody els e^ r~atTi ttiereTore^f opinion that the c^uestion of contingent remainders really does not arise, an d that the trus t to arise here at a per'To3~~beyDTrd fliat allowed by the rulesof_perpetui ty mus^^ e dealt with as aiTexecuTory trust and not as an eq uitable remain der. fiTTTiy opinion, thercforeTThe^decisfon of the ^Vice^^Chancellor is erroneous, and must be reversed. Lush, L. J. I am of the same opinion. It is somewhat remarkable that there is no decision to be found expressly upon this point, but I may observe that it has been published as the opinion of very eminent text-book writers, and was assumed in Blagrove v. Hancock, 16 Sim. Ch. 1) THE RULE AND ITS COROLLARIES 453 371, as well by the counsel on both sides as by the learned Vice-Chan- cellor himself, that the doc tririe as to excepting contingent remainder s from the rule as to remote ness is not appUcable to equitable estate s. The reason appears t6~be"a very obvious one. The doctrine in ques- tion was founded entirely upon the requirements of the feudal law which necessitated that there should always be somebody in possession as tenant of the land to render service to the lord, and therefore if the contingent estate did not take effect at the time when the preceding es- tate ended, then it could not take effect at all ; so that remoteness was out of the question. The courts of equity never interfered with that doctrine, but when they came to deal with the equitable limitations of real property, where the legal fee was given to trustees by the same instrument, so that there were persons always at hand to fulfil the re- quirements of the feudal law, the , courts of equity d ealt with tho se equitable limitations accor ding to their own_principles, an d^disre^fd- ing'the teudal law, to which there was no necessity to pay any atten- tion, as its requirements were already satisfied, they ca rried out the in - te ntion of the t estat or by giving effect to the equitable limitations ac - cordingj o the term s of his will._ But then came in another doctrine, founded on principles of public policy, that an estate cannot be tied up longer than for a life or lives in being, and for twenty-one years aft- erwards. In this particular case the testator directed that the estate should be, after the death of Henry ]\Iayer, conveyed by the trustees unto such son of William Macdonald as should first attain the age of twenty-five years, and the rents and profits of the estate v.-ere to be accumulated until he attained the age of twenty-five years. If, therefore, the eldest son of William ^Macdonald had been born in the year in which Henry INIayer died, the rents and profits of the estate might have been left to accumulate, and the vesting of the estate might have been postponed beyond the period of twenty-one years from the expiration of any life in being. I am therefore of opinion that the l imitation to the son of William Macdonald is void for remoteness. In re HARGREA\'ES. (Court of Appeal, 1890. 43 Ch. Div. 401.) Hannah Hargreaves, by will dated the 24th of November, 1838, devised to John Townsend and Henry King certain specified free-' holds, ''To have and to hold the same unto and to the use of them, the said John Townsend and Henry King, and the survivor of them, and the heirs and assigns of such survivor upon the trusts, nevertheless, and to and for the several uses, ends, intents, and purposes thereinafter mentioned, expressed, and contained of and concerning the same." The trusts were to receive the rents and pay the residue, after deduct- ing expenses, to her s ister Mary for life, for her separate use, as there- 454 RULE AGAINST PERPETUITIES (Part 4 in mentioned, and after h er d ecease "upon further trust to pay the res- idue of such r ents to her oldest _xiliid during his^or ,her hfe, and after the de cease of such oldest ch ild to the next oldest child during his or her life, and so on in siiccession to the nexf^ldest child during his or her life, till all the children of my said sister Mary shall depart this life, and from and after the decease of my said sister Mary and all her children upon further trusts to~pay the~residu^e ot such rents, issues," and profits" to the testatrix's sister Eliza for life for her separate use as therein mentioned, and af ter her decea se to~pav the residue to her c hildren successively in the same way as to Mary's children. "And from and after the decease of my sai d sisters Mary and Eliza and all their children, upon further trusts that they, my said trustees, or the survivors of them, or the heirs or assigns of such survivor do and shall stand seised of the said freehold hereditaments and premises, in trust f or such pers on or persons, in such parts, shares, and propor- tions, and in such manner and form7~and under and subject to such powers, provisions, directions, limitations, and appointments as the lon gest liver of them, my said sisters Mary and Eliza and their chil- dren ^hall, notwithslahdmg coverture, by__ any~dee d or deeds, JiTstru- ment or instruments in writing, or b y his or her last^will and testa- ment in writing, or any codicil or codicils thereto to be respectively duly executed and attested, direct, limit, or appoint , give, or devise the same, and i n default of any such direction, limitation, or appoint- ment, gift or devise then upon further trust of the same freehold here- ditaments and premises for my own heir ^aMaw absolutely." The testatrix died in December, 1838. Her sister Mary died in 1864, leaving two children surviving her, one of whom died in 1871 ; the other, Hannah Tatley, lived till 1889, when she died, leaving a will, made in 1885, by which she appointed this property to a trustee in trust for her children. The testatrix's sister Eliza hacrdied~cHiTdless The persons on whom the legal estate vested in the trustees of the will of Hannah Hargreaves had devolved took out an originating summons to have it decided wh ether the trust lim itations, to take ef- fect^jiterthe^ deaths of^he testatrix's sisters Mary aiid'^iza and ~all their children, were valid, and who in the eventswhiclHTa^jiappened was entitled to the_pro^perty! TiTe defendants were the trustee unBer the wHl of Hannah Tatley and the person who claimed under the heir- at-law of the testatrix. ICay, J., said that he should decline to hear an equitable ejectment upon an originating summons. The plaintiffs appealed. Upjohn, for the person claiming under the heir-at-law. The objec- tion was not taken by me, but by Mr. Justice Kay, and I submit that the court had jurisdiction. The property being very small, I should be glad for the case to be disposed of here, without incurring further expense. Ch. 1) THE RULE AND ITS COROLLARIES 455 F. Thompson, for the appointee, concurred in this. The case then proceeded on the merits. Cotton, L. J. This is a case where trustees of a will in whom the legal estate in fee is vested, and who are in possession of the property, come asking to have a decision, to whom, according to the true con- struction of the will, they ought to hand over the property. It would be construing Order LV., rule 3, too narrowly if we were to say that they cannot raise this question by originating summons. The ques- tion to whom the beneficial interest in the property now belongs turns upon the point whether the power of appoin tment ^given by th ejyilLoI the testatrix is voK!~t nr~fcnioteiT e ss7 The limitation to the sisters for life~an(1~tTrTheir children for their lives are perfectly good, but mjny opinion the power to appoint isv oid f o r remoten ess. This power is giv"errto~the last siirvivor of the sisters and their children. The chil- dren niight not airUe in being aTtEe"ireaflT ofThe 'tesIaT rtxT tfii power, ther efore, is noF given to a person who mustliece"ssarily be ascertam- ed within the period~allowed bv""the rtllFaganist perpetuitTes T On th e death ot the last survivmg child tTTe^eqlutabTe'estate devolved on the hei r-at-lavr bt the festsrtri^ not uhder~tHe~Tr[rsrs declared by her^^jTT; but as on a parllal intestacy, occas"iohecrb}rTh e'Tailure of th e ulterior trust! Tmust say a few words as to A vern v. Llovd. Law Rep. 5 Eq. 383, which is very like the present case. The Vice-Chancellor there says that as there may be a limitation of valid life estates to the unborn children, why may there not be this ultimate limitation after their de- termination ? No doubt there may, if it is limited to a person who is necessarily ascertainable within the prescribed period. ltis _yery tru e that after the decease of the tenan ts for life the children coul d have disposeci-of thTTr interests, vested and _contingent7s o that_(a paFt irom the quesTKDif'orthe~vaIiHIty'^o^ limitations) the estatemighthaye beefTdisposed ot as soon as the t enants tor lite were dead, anclTt may be contended that as the alieiiation of the estate is not prevented the case iTnof withm the rule as to'remofenessTy But that is not the frue An executoryTimitation to take effect on tFe wa v of l ookml happening of an event which may not take place within_a^life in beings and twenty-one vears, is not made valid by the^fact that the person in whoseJavorjTlsISiaxlecaTrT^kTBeTL ^' LiNDLEY, L. J. I am of the sanie^opinion. Mr. Justice Kay could not have decided the question of jurisdiction as he did if there had not been some misapprehension as to the nature of the case. A trustee has got the estate in his hands, and asks the court to tell him what he is to do with it. There may be complicated cases where a judge may say : "I cannot safely decide such a question as this in a summary way; you must proceed by action," but there is clear jurisdiction to decide such a question on summons. As to the merits, the person who is to exercise this power is not 456 RULE AGAINST rERPETUITIES (Part 4 necessarily ascertainable within the period allowed by the rule against perpetuities, and the power therefore is void. If Av ern v. Lloy d, Law Rep. 5 Eq. 383, had been followed in other cases "there would have been a difficulty, but that case had not been followed, and I do not tUink thatjtjyas rightly ~deci(IeH" ! - " ^ LoPEs7ir"X niTso~arn of opinion that this case comes within the words and the spirit of Order LV., rule 3, and that Mr. Justice Kay had jurisdiction to decide the question on originating summons. As regards the construction of the will, I am also of opinion that the ul-_ tejiuijmiitations are void because the person to exercise the power would^HoTnecesSiaillylje ascertained within a life in being and twenty- one years. "^ " ^ WHITBY V. MITCHELL'. (Court of Appeal, 1S90. 44 Ch. Div. 85.) By articles dated the 4th of November, 182 L made shortly before the marriage of Charles Dennis and Mary Elizabeth Maddy, it was agreed that upon the marriage a settlement should be made of certain lands to w^hich Charles Dennis was" entitled in fee simple." Bv a settlement made in pursuance of the articles, and dated the 7th of May, 1840, the lands were rrmypyed fo the trustees and theirjieirs^ to the use of Ch arles Dennis fq r_life, with a limitation to trustees to supp.oi:t con _tingent.j;e mainder s, with reniainder to the use of Alary^ Elizabeth_pennis for_her life, with a like limitation to support con- tingent remainders, with remainder a fter th e decease of tlie survivor of Charles and_Mary Elizabeth Dennis, "to tHe_use of a ch ild7^ ran(I- cl ijld, or m ore rem oTe^lssue, ^r~all~aiid every or any one or moreo T the children, grandchildren, or more remote i ssue o f the said Charles Dennis \^y the ^aid Mary^ Elizabeth his wife, such child, grandchil- dren, or more remote issue being born before any such appointment as hereinafter is mentioned shall be made to him, her, or them respec- tively, for such estate or estates, interest or interests, and in such parts, shares and proportions (if more than one), and with such limita- tions over, such limitations over being for the benefit of some or one of the objects of this present power, and in such manner and form, as the said Charles Dennis and Mary Elizabeth his wife" should by deed appoint, and indefault of appointmeiit, to the use of the child or chil- dren of Charles an cI_AlaryjEHzabeth JDennis equally as tenants in common, aQd^thelieirs and assigns of the same child or children re- spectively, withaTirnitationTover in case~"any of such children should die under twenty-one w'ithout leaving issue. The settlement contained the usual power of sale, and directions for investment of the proceeds 13 Tlie statement of faots is taken mainly from tlie report of the case be- fore Kay, J., 42 Ch. D. 494. Ch. 1) THE RULE AND ITS COROLLARIES 457 in the purchase of land, and for interun investment thereof until a purchaser could be found. Charles and Mary Elizabeth Dennis had only two children, viz., Emily Hyde Dennis (who afterwards married one Burlton) and anoth- er daughter. Both children were born before the date of the settle- ment of 1840. By an indenture dated the 15th of March, 1865, Charles and Mary Elizabeth Dennis a ppointed that one moiety of the lands comprised in the indenture of the 7th of JMay, 1840, or the proceeds of sale thereof, should, after the decease of the survivor of them, go and remain to the use of E giily Hyde Bur lton for_life, for her sole and separate use, without power of anticipation, and aft er her d ecease, t o the us e of such person or persons as she should by w dj_oi^_ codicil a p:poiiit. and in de- faulfof appoint mcnt_to the use ol the children of Emily^yde Burlton^ li viiig at the date of that indenture and their heirs equally as tenants in common, with a gift ove r in case all such children shotild die un- der twenty-one without leaviiig issue. A similar appointment was also made by Mr. and Mrs. Dennis in favor of their other daughter, her children and appointees. Kay, J., held that the appointment was invalid so far as it affected to restrain Emily Hyde Burlton from anticipation, and to give her a testamentary power of appointment, and to give the property in de- fault of appointment to her children. The three children of Emily Hyde Burlton appealed. Cotton, E. J. This is an appeal from a decision of Mr. Justice Kay declaring that certain li mitations treate d a s introduced into an ante - n u p tial settlement by virtue of a post-nujjtial appointment under a power con tained in th e settle ment, being limitations of legal estate!^. w ere void, not on the grounTTlhat thev \vere void for remoteness but that they were limitations which the l aw does not allow of legal es- tates. Now, wTiat are these limrEatTons? First, there is a limitation of a legal estate to an un born c hild of the marriage for life, amrtlTen^ after that, there is a limitation to the children of that unborn _chil(j.. It IS said that this latter limitaTloli dues not come within^the rule against perpetuities, and that there is no other rule preventing this limitation from being good. Mr. Justice Kay has decided, and in my opinion rightly, that there is a rule in existence which does prevent the limitation from being good, namely, that you canno t have a po s- sibility upon a possibility ; or, to state the rule in a more conv enient form, tlTa ryou cannbt jiave a limitat ion toFthe life of an unborn per- son^^itK'a'limitation afteFhj s death to his unborn ch iiciren tO take as" purc haseTs ! Th"St isTHe same thing as what has been caliea "a possi-' biHty upo1t\ a possibility." But it is said that, although there is such a rule in existence, that is superseded by the more modern rule against perpetuities. In my opinion the old rule with regard to a possibility on a possibility has"" 458 RULE AGAINST PERPETUITIES (Part 4 not been done away with b y this modern rule. It is conceded that tlie rule against a possibility upon a possibility existed loiig; be fore the_nik prohibiting the limitations of estates tending _to_a_perp£tuity existed.- Can we say that the old rule has been put an end to or su- perseded? Mr. Joshua Williams lays it down that the rule still ex- i sts ; while other t" ext^^writers say i t does not exist. In this difference of opinion we must see what aid we can obtain "from judges and oth- ers in high position. First of all, we have B utler's note to Fearn e — and the same thing is expressed in the works of other writers — to the effect that the rule of law against double possibilities is a rule still ex- isting, prohibiting limitations of estates in such a way as That" aP though they may not offend against the rule of perpetuities, they are bad as being objectionable to the law. Then Lord Kenyon, referring to that point in Hay v. Earl of Coventry, says' (3 T. R. 86) : "It is not necessary for me to say what effect that would have had in the present case, if that point" — that is, whether an estate for life could be given to unborn issue — "had remained undecided ; because the law is now clearly settled that an estate for Hfe may be limited to unborn issue, provided the devisor does not go farther and give an estate in succes- sion to the children of such unborn issue." It is said that only meant that a limitation to the children of unborn issue generally, without any Hmit as to the time within which such children should be born, would oft'end against the rule of perpetuities ; but in my opinion Lord Kenyon was referring to the old rule against double possibilities, jt. is clear, in my opinion, that the rule under which Mr. Justice Kay h as decided tliiscasejsamlejwhich_^ still subsisting long af ter t he~rule again st p erpetuities had been crystallized and l aid^bwn in definite and~distinct terms. Then^"again, in Monypenny v. Bering, 2 D. M. & G. 145, Lord St. Leo nard s says (p. 170) : "Then the rule of law forbids the raising ofsuccessive estates by purchase to unborn children, that is, to an unborn child of an unborn child. With this rule I have never meant to interfere, for it is too well settled to be broken in upon." Accord- ing to the argument addressed to us on behalf of the appellants that old rule has been superseded by the modern rule against perpetuities ; but here we have Lord St. Leonards trpatiTTff_if ag Qtill «;n1-><;i<;fin g in 1852. " ■ Then we have besides, Butler's note to Fearne (10th ed. vol. i. p. 565, n.), in which he lays down what he takes to be the law — that there was no decision superseding the old rule. He says this : "The cases of a possibility upon a possibility may be considered 'as excep- tions from the rule. They proceeded on a different ground, and gave rise to this important rule, that, if land is limited to an unborn person during his life, a remainder cannot be limited so as to confer an estate by purchase on that person's issue." He there quite treats it as the true rule still subsisting. And then we have a statement by Burton, Ch. 1) THE RULE AND ITS COROLLARIES 459 in his Compendium (7th ed. p. 255), showing that he did recognize clearly that the old rule was still subsisting. He says : "Life estates^ m ay by la \v_be_given jn succession to any number of persons in exist^ ence, and ulterior estates in succession to their childr en yet unb orn. * "* * But no remaindef can be given to the child of a person who is not in ex istenc£." Therefore, although very ingenious and learned arguments have been addressed to us to show that the old rule has been superseded and put an end to, it is, in my opinion, well established that the rule is still in existence. There is a passage in Lord St. Leonards' judgment in Cole v. Se- well, 4 D. & War. 1, 32, in which he speaks of the rule as being obso- lete, but he nowhere lays down that the rule is no longer existing. He only means that the rule is no longer necessary to be referred to because, through the introduction of shifting uses and executory devises, the law is now governed rather by the rule against perpetui- ties. When j\Ir. Marten referred us to Sugden on Powers, I referred him to the opinion expressed by the learned author, when sitting as Lord Chancellor, in Alonypenny v. Bering, 2 D. AL & G. 145, 170, in the passage which I have read, and which shows he did not consider the old rule to have been abrogated. In my opinion the decision of Mr. Justice Kay is right. LiNDLEY, L. J. I entertain no doubt myself that Mr. Joshua Wil- liams' observations on this subject are correct from beginning to enri, and i do not know that I could express my views better than he did. I do not know, any more than he se ems t o have done, the exact mean- i rig of the old rule as to a possibility~upon a possibili ty; and if any one turns to the passage in Coke upon Littleton where it is discussed, I hope he will understand it better than I do. I confess I do not understand it now, and never did. But, al_aJl_events^Lit j^ave.jis£_ta_ tl ie rule which everyone can und e rstan d, and which is express ed hy^ But ler in the note to Fearne, where he sa y s t hat' 'the cases of a pos- si bility upon a possibility * * * gave rise to this important rule, thaJLi Lland is li mite d to an unborn person during his life^ a remain- der cannot be limited, so as to confer an estate by purchase on that p erson s issueT ' That is intelligible ; and there are other passages on pages 502 and 503 showing this was the author's settled opinion. I have always understood that to be the settled rule of law, and I am not aware of any decision or dictum which in any way impugns it. But it is said that the old rule became o bsolete, or merged or confused in tjie^raorjeZ mpdern law ot perpetuitie s? B utler, however, shows t jiat this i s a mistak e. Th e^ rule against pe rpetuitie s was inv en ted m uch later, on account of the law of shift inguses and execut ory d evise s. When sTuTting uses and executory devises were invented it became necessary to impose some limit upon them, and the doctrine of per- petuities has arisen from that necessity. The old rule against double 460 RULE AGAINST TERrETUITIES (Part 4 possibilities is a rule that has not been abrogated, and it is founded on very good sense; because it is not desirable that land should be tied up to a greater extent than that allowed by the rule. So far from supporting ingenious devises for tying up land longer, the time has long gone by for that ; and, as the law is against the appellant's con- tention, in my opinion the appeal should be dismissed. Lopes, L. J. That there was an old rule that an estate could not be limited to an unbo"rn cTiild^ of an unborn person has been admitted', aiidT^h fact, cannot be denied. It was an old rule originating out of the feudal system. But it is said that, although this old rule did once extstrit TTas^been superseded by the rule against perpetuities. No direct authority has been cited for any such contention, nor can any such authority be found. Counsel have referred to certain dicta by text-writers of more or less doubtful import ; but as early as the year 1789 that old rule was recognized as existing by Lord Kenyon in Hay V. Earl of Coventry, 3 T. R. 83 ; and again, in 1852, it was recognized, in Monypenny v. Bering, by so great an authority as Lord St. Leon- ards. Thus, in 1789 and 1852, that rule was recognized, — that is to say, at a time when the rule against perpetuities was in existence. I have no doubt, therefore, that these are two independent and_ co- existing rules. The rule against perpetuities originated alTd^wasren- dered necessary on~account^of tITe~mtr6ductr6iroT executory devises and^pnhgihg uses, ''against which the old rule would have been an insuTITaenrpr ofe cTi oii: "" T^am clearly oFopinion that the decision of Mr. Justice Kay was right, and that the appeal should be dismissed.^* 1* The rule of Whitby v. Mitc hell does not, howeve r, apply to limitations of , personal property.— nrTeTBowIesrii.ll. [1902] 2"CE.~^Cf: Ch. 2) INTERESTS SUBJECT TO THE RULE 4G1 CHAPTER II INTERESTS SUBJECT TO THE RULE LONDON & S. W. RY. CO. v. GOMM. (Chancery Division and Court of Appeal, 1882. 20 CTi. Div. 562.) By an indenture, dated the 10th of August, 1865, made between the plaintiffs, the London and South-Western Railway Company, of the one part, and George Powell of the other part, after reciting that the plaintiffs were seised of the fee simple and inheritance of the piece or parcel of land and hereditaments intended to be thereby conveyed, "which being no longer required for the purposes of their raihvay," they had contracted to sell to the said George Powell (who was the adjoining owner thereto), at the sum of ilOO, subject to the conditions thereinafter contained, the c ompany conveyed to Powell in fee the pi ece of land in question , being a small piece of land situate near theTr Brentford Station. And Powell thereby, for himself, his heirs, execu- tors, administrators, and assigns, covenanted with the plaintiffs, their successors, and assigns, that he, the said G. Powell, his heirs and as- signs, owner and owners for the time being of the hereditaments in- tended to be thereby conveyed, and all other persons who should or might be interested therein, should and would at any time thereafter (whenever the said land miglit be required for the railway or works of the company) w henever thereunto requested bv the compa ny, their successors or assigns, by a six calendar months' previous notice in writing, to be left as therein mentioned, and upon receiving from the company, their successors or assigns, the said sum of £100 without interest, make and execute to the company, their successors' and as- signs, at the expense of the company, a re conveyance of the said hereditaments free from any encumbrances created by the said G. Powell, his heirs or assigns, or any persons claiming under or in trust for him or them. The ten years limited by the 127th section of the Lands Clauses Consolidation Act, 1845, had expired in 1862, but the company had still power of purchasing land in this neighborhood by agreement. The premises comprised in the above indenture were in the year 1879 sold and conveyed along with other property, by the son of George Powell to the d efenda nt, who had full notice of the provisions of the deed of August, 1865. Uninterrupted possession of the land had been had by George Powell and his successors in title ever since the purchase in 1865. 462 RULE AGAIXST PERPETUITIES (Part 4 On the 12th of March, 1880, the company gave not ice in wri ti ng to the defendant claiming to repur chas e the property~under the provi- sion in the deed of AugustrT865. The defendant refused to recon- vey, upon which the company commenced their action, alleging that the land in question was required for the purposes of their undertak- ing, and for the improvement of their railway and works, and c laimed sp ecific perform ance of the covenant in the deed of 1865. The defendantT)y his defence alleged that he had purchased this land in the year 1879 after the death of G. Powell, and long after the period limited by the Lands Clauses Consolidation Act and other Acts under which the plaintiffs were incorporated for the absolute sale and disposal by them of all superfluous lands had expired, and that all estate and interest of the plaintiffs in the said lands had be- come vested in the adjoining owner when the defendant so purchased. That the condition or covenant in the deed of August, 1865, if and so far as the same purported to bind the land in the hands of succeeding owners, or to bind succeeding owners, was invalid, but if valid had ceased, and was at an end before the defendant purchased. At the time when the company gave their notice to purchase this land from the defendant they had no compulsory power of purchasing land in that neighborhood, but under the London and South-Western Railway Act, 1863 (26 & 27 Vict. c. xc), § 94, and the London and South-Western Railway (General) Act, 1868 (31 & 32 Vict. c. Ixix.), § 23, and others of their Acts, they still had power to purchase lands by agreement, under which this land might have been purchased if the defendant had been willing to sell it. The action now came on for trial, and several engineers of the plain- tiffs were examined as witnesses, who proved that the land in question was now required by the company for the purpose of extending the works connected with the station at Brentford, and, further, that in the year 1865, when the land was conveyed to G. Powell, there was a great probability that at some future period it would be so required. The action came on to be heard before Mr. Justice Kay on the 28th of November, 1881. 1881, Dec. 2. Kay, J^. after stating the effect of the deed of the 10th of August, IS65, continued : The defendant is an assignee of Powell with notice of the covenant. On the 12th of March, 1880, notice was given that the railway com- pany required the land. The defendant refusing to convey, this action was commenced on the 22d of November, 1880, for specific perform- ance of the covenant. In opposition to the claim it is insisted : 1. That the arrangement was ultra vires and void. 2. That the covenant to reconvey is void as tending to a perpetuity. 3. That the land is not required for the purposes of the railway. On the last point I am satisfied by the evidence of the company's engineers, which according to Stockton and Darlington Railwav Com- Ch. 2) INTERESTS SUBJECT TO THE RULE 463 pany v. Brown, 9 H. L. C. 246, and Kemp v. South-Eastern Railway Company, Law Rep. 7 Ch. 364, is conclusive, that the land is bona fide required for purposes within sect. 45 of the Railways Clausei~Cbn- " solidation Act. By their special Act of 1863, the company had in 1865 p ower to pur- c hase this land for such purposes, and that power still exists under ail Act obtained by them in 1868. But it is argued that this was in 1865 superfluous land, and ought tlien to have been sold absolutely to Powell as the adjoining owner, and that this being a conditional sale was void. I am satisfied by the evidence that though not wanted at the time, there" was in 1865 a strong probability that this land, which immediately adjoins the com- pany's station at Brentford, would be required eventually, and there- fore a prospective contract to purchase was I think within the powers of the company: Kemp v. South-Eastern Railway Company; Hooper V. Bourne, 5 App. Cas. 1. And it seems to me that the true effect of the transaction in 1865 was not a conditional sale, but a sale out and out to Powell, with a personal contract by him to reconvey when called on at a certain price. Probably the price he had to pay was considerably less by reason of this covenant, and if the transaction was ultra vires, the proper thing to do would be to set the sale aside altogether, in which case the land ought to be reconveyed on payment back of the purchase-money. But I do_riot_think it was a tr ansactio n b eyond tlTe_£ mvers of the compa nv. I'he reiTiaining question is, whether this covenant is void as tending to a perpetuity. ""ijpuir Lhi^ranch of the argument two cases were referred to. The first of these is G ilbertson v. Richa rds, 4 H. & N. 277; 5 H. & N. 453. ' ^ In that case one Billings, being entitled to the fee simple of certain lands, agreed to sell them subject to the payment by the purchaser to him of £40 a year, for which he was to have a power of distress. Then he and the purchaser mortgaged the property by a deed which con- tained a proviso that if the mortgagee, or any one claiming under him, should ever enter into possession the premises should thenceforth be charged w'ith the payment to Billings, his heirs and assigns, of the annual sum of £40. It was argued that this was void for remoteness. That argument was answered by Baron Martin, thus : "The second objection was that it was void for remoteness ; that it was to arise at any time, however distant, when the parties of the fourth part, or their heirs, might enter into the land and therefore might arise long after the time prescribed by law against perpetuity. It is quite true that no rent can be lawfully created which violates the law against remoteness, and therefore a rent could not be granted to the son of an unborn son. But it seems to be an error to call this rent a per- petuity in an illegal sense. It is vested in Thomas Billings and his heirs. He or his heirs may sell it or release it at their pleasure. A 464 RULE AGAINST TERrETUITIES (Part 4 rent in fee simple may be granted to a man and heirs to continue for- ever. Why, therefore, may not one be granted to commence at any time, however remote? It is only a part of the estate in fee simple of the rent. A perpetuity arises when a rent is granted to a person who may not be in esse until after the line of perpetuity be passed, but when the estate in the rent is vested in an existing person and his heirs in fee simple, who may deal with it at his or their pleasure and as he or they think fit, we think it is not subject to the objection of remoteness, notwithstanding that its actual enjoyment may depend upon a contingency which may never happen, or may happen at any time however distant. For these reasons we think the rent was well created, and that the distress for it was lawful." In the Exchequer Chamber the same objection having been passed, was thus answered by Mr. Justice Wightman, who delivered the judgment of the court : "The only question which remained for consideration was whether the second objection, founded on the law against perpetuities, was available in this case, and we are of opinion that it is not. We think that this rent is not liable to the objection as to perpetuity. The real efifect of the liinitations in the deed before us is, that the mortgagees are to take possession or sell, subject to the payment of this rent to Billings. It is a restricti on on the amount of tlie estate of the mort- gagees, and seems within the cases as to The power of sale in a mort- gagee v\diicTT 7~aTtncMent^1xriTiF''gstate, "IS held noFto be within th e rule as to perpetuities. There may be considerable doubt also on the point raised by counsel, whether the rule as to perpetuities applies to a case like the present, where the party who or whose heirs are to take, is ascertained, and who can dispose of, release, or alienate the estate either at common law, or at all events, since the passing of the 8 & 9 Vict. c. 106, § 6." The section of the Act referred to is that which enables a con- tingent executory and a future right and a possibility coupled with an interest in any hereditaments, whether the object be ascertained or not, to be disposed of by deed. Before that Act such interest could be released when the person contingently entitled was ascertained. L ord St. Le onards, in the 8th edition of his treatise on Powers, at page 16, thus comme'hts on that decision. Pie cites the language of Baron Martin thus : "A rent in fee simple, the court said, may be granted to a man and his heirs to continue forever. Why therefore may not one be granted to commence at any time however remote? It is only a part of the estate in fee simple of the rent. A perpetuity arises when a rent is granted to a person who may not be in esse until after the line of perpetuity be passed ; but when the estate in the rent is v ested i n an exi sting person , and his heirs in fee simple, who may dealwith it at his or their pleasure, it is not subject to the objec- tion of remoteness, notwithstanding that its actual enjoyment may de- pend upon a contingency which may never happen, or may happen at any time, however distant. This," said Lord St. Leonards, "is an im- Ch. 2) INTERESTS SUBJECT TO THE RULE 465 portant distinction in the law of perpetuity, but it was not necessary for the decision of the case. No 'perpetuity was created by the power of sale in the mortgagees or by the right of them or their heirs to take possession of the land, but in exercising that right they took, subject to a perpetual rent of £40 a year in favor of the mortgagor. It was a charge on the estate and had no tendency to a perpetuity." From this it seems to me that Lord St. Leonards did not agree with the reason for the decision, but thought it could be supported upon the ground that the exercise of the powers of sale and e'ntry by a mortgagee not being obnoxious to the rule against perpetuities, nei- ther could a condition appended to the exercise of these powers be so. The dictum at the end of the judgment in the Exchequer Chamber he does not seem to notice. The other case cited to me is B irmingham Canal Company v. Ca rt- wright, 11 Ch. D. 42L There a right of pre-emption, unlimited m pomfof time, was contracted to be given. The learned judge in that case cited the passages from the judgments in Gilbertson v. Richards, 4 H. & N. 277, which I have referred to, and stated his own opinion thus : "The next question arises upon the terms of the covenant giving the right of pre-emption — whether or not that right is obnoxious to the rule against perpetuities. In my opinion the covenant is not in any way liable to that objection. I think that \yherever a right or inter est is pres ently v ested in A. and his heirs, alt hough the right may n ot arise until the happening of some contuigency which may not take effect \viTtrifr tlie period defined by the rule against perpetuities, suctr~ ri ght" or inier esrT s hot ob noxi ous~toTlra t ruler and for this reason T"- The rule is aimed at preventing the suspension of the power of deal- ing witIT~prb£erfy-3-the alienation oflaiid or' other property! Blit, wlieh there Ts a present right of that sort, although its exercise may be dependent upon a future contingency, and the right is vested in an ascertained person or persons, that person or persons, concurring with the person who is subject to the right, can make a perfectly good title to the property. The total interest in the land, so to speak, is divided between the covenantor and the covenantee, and they can to- gether at any time alienate the land absolutely. I think that Gilbert- son v. Richards is a distinct authority in favor of that conclusion." I need not say that after quoting such authorities I should distrust my own judgment where it differs from them if I did not find ample authority to support me. But I am unab le to agree with these dicta. I n my opinion a presen^ rkdrt to an interest in property which may arise at a period beyond the legal limit is void notwithstanding that the person entitled to it may release it. Tt w(Mlld be y great extension of The "power of tying up property to hold otherwise. If the owner in fee of an estate, or the absolute own- er of any property could be fettered from disposing of it by a springing use or executory devise or future contingent interest which might not 4 Kales I'bop. — 30 466 RULE AGAINST PERPETUITIES (Part 4 arise till after the period allowed by the rule, it would be easy to tie up property for a very long- time indeed. The present interest under the executory limitations might be vested in an infant, a lunatic, or in a person who would refuse to release it, and thus the estate would be practically inalienable for a period long beyond the prescribed limit. That is clearly not the law. From the report of Gilbertson v. Rich- ards the dictum there, which I have read, seems to be founded upon a short extract from Sanders on Uses, thus cited in the report of the ar- gument. In Washborn v. Downs, 1 Cas. C. 213, cited in Sanders on Uses, it is said "a perpetuity is where, if all that have interest join, and yet they cannot bar or pass the estate." The whole passage in Sanders is this : "It is said in the case of Washborn v. Downs that a perpetuity is where, if all that have interest join, yet they cannot bar or pass the estate, and in the case of Scattergood v. Edge, 1 Salk. 229, that every executory devise is a perpetuity so far as it goes, i. e., an estate inalienable, though all mankind join in the conveyance. But," says Sanders, "these definitions of a perpetuity are not accurate. If an estate be limited to the use of A. and his heirs, but if B. should die without heirs of his body, then to the use of C. and his heirs, the limi- tation to C. and his heirs would be void as tending to a perpetuity. Yet C. might no doubt release or pass his future estate, and with the concurrence of the necessary parties the fee simple might be disposed of before there was a failure of issue to B. A perpetuity may with greater propriety be defined to be a future limitation restraining the owner of the estate from aliening the fee simple of the property dis- charged of such future use or estate before the event is determined or the period arrived when such future use or estate is to arise. If that event or period be within the bounds prescribed by law it is not a perpetuity." This was written before the passing of the Act 8 & 9 Vict. c. 106, which only gives the power to alienate certain contingent interests then inalienable. But many cases besides that given by Sanders might be put in which a contingent interest which might be alienated or released before that Act would nevertheless be void if so limited that it might not arise within a life or lives in being and twenty-one years afterwards. It is impossible to assert as a general proposition that where the ownef^of an estate and the owner ot sucn a contmgent int erest ~can~Toge thennake a good title, or one can release to the o ther, the rule ot perpetuities does not apply . But it is very singular that the case of Washborn v. Downs, which seems to be the foundation of these dicta, hardly seems to justify the short report of it given by Sanders. In that case an equitable tenant in tail sought to suffer a recovery, and it seems to have been argued that unless he could do so there would be a perpetuity. The answer ap- pears to have been No, because with the concurrence of the trustee, the owner of the legal estate, he could do so. The passage quoted re- Ch. 2) INTERESTS SUBJECT TO THE RULE 467 fers to some such argument as this. The words of the report are these: "The court in the principal case took time to advise, and advis- ed the parties to agree. And in the debate of this case it was said that a perpetuity is where if all that have interest join and yet cannot bar or pass the estate. But if by the concurrence of all having the estate tail it may be barred, it is no perpetuity." This does not mean that if a person presently entitled to the benefit of a springing use or executory devise void for perpetuity can release it, the power of doing so would prevent its being void. The question whether a cestui que trust could suffer a valid recovery was much discussed in the reign of Charles II, as appears by the cases of Goodrick v. Brown, 1 Cas. C. 49 ; Lord Digby v, Langworth, 1 Cas. C. 68 ; and it was afterwards held in North v. Champernoon, 2 Cas. C. 78, by Lord Nottingham, C, that the recovery of the cestuis que trust in tail was good, and the trustee would be compelled to convey accordingly. But if I am right in this view thus far, it does not by any means follow that the contract in this case is void. The rule against perpetuities is a branch n ot of the_law of contract but of property. This is clearly enough stated in page 5 of the Intro- duction to iVir. Lewis's well-known work on Perpetuities, in passages cited from Butler's notes to Fearne on Contingent Remainders and from Jarman on Wills. Mr. Lewis, at page 164, adopts the definition of a perpetuity which I have read from Sanders, and adds one of his own, which runs thus : "In other words, a perpetuity is a future limita- tion, whether executory or by way of remainder, and of either real or personal property, which is not to vest until after the expiration of, or will not necessarily vest within, the period fixed and prescribed by law for the creation of future estates and interests ; and which is not destructible by the persons for the time being entitled to the property subject to the future limitation, except with the concurrence of the individual interested under that limitation." A contra ct not creating any estate or interest properly so called in p roperty, at la \y ox equit^is not, in my opinion, obnox i ous to th e rule!^ For instance, a covenant to pay £1000 when demanded, with interest meanwhile, if not barred by the Statute of Limitations, might be enforced by an action of covenant at any time. A contract to buy or sell land and covenants restricting the use of land, though unlimit- ed, are not void for perpetuity. In these latter cases the contracts do not run with the land, and are not binding upon an assign, unless he takes with notice. They are not, properly speaking, estates or inter- ests in land, and are therefore not within the rule. I think that this is the true test to apply to this case, and am of opinion that this cove- nant does not create any interest in land. A purchaser without notice from Powell would not be bound by it. It is not, I think, within the rule against perpetuities at all. Consequently I hold that objection to fail ; and as the defendant took the land with notice, I hold that he is 468 RULE AGAINST PERPETUITIES (Part 4 bound in eqiiitv by the covenant, on the principle of Tulk v. Moxhay, 2 Ph. 774. I therefore make the usual decree for specific performance, with costs. I suppose the title is accepted, if not, there must be the usual reference as to title. __ Thp flpfpuHant appealed. The appeal was heard on the 6th of ^larch, 1882. [In the co urse of the argiunent, counsel said , " A covenant to renew a lease at the en d of forty or fifty years has always been consider ed good, and a covenant to grant a renewed lease containing a similar covenant for renewal: Hare v. Burges, 4 K. & J. 45."^ To which Jessel, M. R., replied: "That is an_excep tion from the general rnlej ' * [Davey in reply said: '^Covenants to renew lea ses are distinguisha- ble, for they run w nt h the land at law. "! Jes sel, M. K THis is an appeaPfrom a decision of Mr. Justice Kay, and it raises two points : first, whether an option of repurchase given to the London and South-Westerh Railway Company by a deed of sale entered into between the company and one Powell, the prede- cessor in title of the defendant Gomm, is obnoxious to the rule against remoteness ; and secondly, whether the deed itself is or is not void, having regard to the 127th section of the Lands Clauses Consolidation Act, 1845. The deed was made in 1865 after the compulsory powers of the rail- way company had expired, and it recited that the company was seised of the land which was no longer required for the purposes of their rail- way and had contracted to sell it to Powell, who was the adjoining owner, at the sum of £100, subject to the condition thereinafter con- tained. The company then conveyed the land to Powell in fee for £100, and the deed contained this covenant by Powell: [His Lordship read the covenant giving the option of repurchase to the company.] Now that is unlimitfrj jf) pojnt 'T'f <"i'Tnp^ and i t does not appear to me t o be possible to insert a l imit of time, because to put~m~the^ ^words' "within a reasonable time," or any other words limiting the time, would be exactly contrary to the intention of the parties. It is not only un- limited in point of time, but it is obviously intended so to be. The railway company do not want the land now, and they do not know that they ever will want it, but their bargain is that whenever it may be required for the works of the company the owners or owner for the 1 See, also, on the g eneral validity of covenants for the pe n^etnal renewal of lease s in additionTTT the ease cited. Pollock v. BOOTH, "IT. K. U Ef]. LiUU ; InreTTarde Browne, L. R. LlOll] 1 Ir. 205; Blackmore v. Boarduian, 1>S Mo. 4L!0; Diffenderfer v. Board of Public Schools, 120 Mo. 448, 25 S. W. 542; Banks v. Haskie, 45 Md. 207. 2 In Woodall v. Clifton, L. R. [1905] 2 Ch. 257, 265, Warrinston, J., said in regard to covenants for the perpetual renewal of leases: "I think I must treat these co venants to renew as exc eptions to the general ru le — exceptions for which it Is very d ifficult to find a logical justification, but exceptions which have been probably recognized because they were in existence long before the rule had been developed." Ch. 2) INTERESTS SUBJECT TO THE RULE 469 time being of the land are or is to convey to the company. The very essence of the contract is that it shall be indefinite in point of time. You cannot, as in Kemp v. South-Eastern Railway Company, Law Rep. 7 Ch. 364, insert by intendment the limitation that the land is to be taken before the time for executing the works had expired, for in this case the time for the execution of the works had already expired. It appears to me therefore plain (and indeed it was admitted in argu- ment by the respondents) that the option is unlimited in point of time I f then the rule as to remoteness applies to a covenant of this na- tu re, this covenant cl early i s bad as e xtending Beyond the perio d al- lo wed by t_h e_rule. Whether the rule applies or not depends upon this, as it appears to me, d_oes_o r does not th e cov enant give an interest in t he land ? If it is a bare_or^ mere personal contract it is of course not o5noxious to the rule , but in that case it is impossible to see how the present appellant can be bound. He did not enter into the contract, but is only a purchaser from Powell who did. If it is a mere per- sonal contract it cannot be enforced agai nst the assignee. Tlierefdfe the company must admit that it somehow binds^the land, ^ut if.it b inds the land it creates an equitable interest in the land - The right to call for a conveyance of the land is an equitable interest, or equitable estate. I n the ordinary case of_ a_contra ct for purchase there is no d oubt about this, and an ^option for repurch asd^^ is not djfferent in ij^ nature! T^^person exercising the option has to do two things, he has to give notice of his intention to purchase, and to pay the purchase- money ; but as far as the man who is liable to convey is concerned, his estate or interest is taken away from him without his consent, and the right to take it away being vested in another, the covenant giving the option must give that other an interest in the land. It appears to me therefore that this covenant plainly gives the com- pany an interest in the land, and as regards remoteness there is no dis- tinction that I know of (unless the case falls within one of the recog- nized exceptions, such as charities), between one kind of equitable in- terest and another kind of equitable interest. In all cases they must take effect as against the owners of the land within a prescribed period. It was suggested that the rule ha §^ no a pplic ation to any case of co n- tract , but in my opinion t hg mode in which the interest is created i s i mmateri al. Wh ether it is by devise or voluntarv gift or contract can make no differenc^^ Th e question is, What is the nature of the inter-^ e ^ iniended to be create3 7 I do not know that I can do better than~ read the two passages cited in argument from Mr. Lewis's well-known book on Perpetuities at page 164. He cites with approbation this pas- sage from Mr. Sanders' Essay on Uses and Trusts: "A perpetuity may be defined to be a future limitation, restraining the owner of the estate from aliening the fee simple of the property discharged of such future use or estate before the event is determined or the period is ar- rived when such future use or estate is to arise. If that event or pe- riod be within the bounds prescribed by law it is not a perpetuity." 470 RULE AGAINST PERrETUITIES (Pait 4 Then Mr. Lewis adds these words : "In other words, a perpetuity is a future limitation whether executory or by way of remainder and of eitlier real or personal property, which is not to vest until after the expiration of, or will not necessarily vest within, the period fixed and prescribed by law for the creation of future estates and interests ; and which is not destructible by the persons for the time being entitled to the property subject to the future limitation, except with the concur- rence of the individual interested under that limitation." Now is there any substantial distinction betwe en a contract for pur- chase, or an option for purch ase, and a conditional limitation? is tliere any difference in substance bet^vveen the case of a limitation to A. liT i €e, with a proviso that w^henever ajiotic^ in writing is sent and_tlOQ paid b y B. or his heirs to A. or his heirs, the estat e sBaTTvest in B. and his heirs, and a contract tha ^whenever such notice is given arid such^payiiient made by B. or his heirs to A. or his heirs, A. shall ^ on- _ vey to^B. and" EiFheirs? It seems TdTme tlTaTin a court of-eqmty it is impossTbleTo^ suggesf~that there is any real distinction between these two cases. There is in each case the same fetter on the estate and on the owners of the estate for all time, and it seems to me to be plain that the rules as to remoteness apply to one case as much as to the other. That appears to me to dispose of the case, unless Ave agree with the conclusion of Mr. Justice Kay on the last point considered by him. Down to that point I agree with him. I consider that he is quite right in the view he takes of the doctrine of remoteness and of the authori- ties cited before him, not forgetting the case of the Birmingham Canal C ompany v. Cartwrig ht, 11 Ch. D. 421, which must S e~treatedas over- rule d. But Mr. Justice Kay, having, asT^ think he lias mosFcorrectly" — and accurately defined the law thinks that this case is not within it, be- cause he comes to the conclusion that "this covenant does not create any interest in the land." But he had forgotten that if that were so he could not make a decree against Mr. Gomm. If it were a mere con- tract it was not Gomm's contract, and if it did not in equity run w^ith the land so as to give an interest in the land, it could not have been enforced against him. It is clear from his Lordship's judgment tliat if he had been of opinion that this covenant gave the company an interest in the land (which, I think, is the correct view), he would have de- cided the case the other way. With regard to the argument founded on T ulk v. Moxha y, 2 Ph. 774, that case was very much considered by the Court of Appeal at Westminster in Ha ywood v. The Brunswick Permanent Benefit B uild- ing Society, 8 Q. B. t). 403, and the court there decided that they A\;.ould not extend th e doctrin e of^Tulk v. M oxhay to nffirmntiyp covenants^ coinpelling a man to lay out money or do any other act of what I may call an active character, but that it was to be confined to restrictive covenants. Of course that authority would be binding upon us if we did not agree to it, but I most cordially accede to it. T think that we Ch. 2) INTERESTS SUBJECT TO THE RULE 471 ought not to extend the doctrine of Tulk v. ^Iqxhay in the way sug- gested here. Tii e doctr ine ofth at case, r ightly considered, appears to m e_to be either an exten^oiTin equity of the doc t rine of Spencer's Case, 5 Co. Rep. 16a, to another line of cases, or e lse_an^extensi on in equity of the doctrine of_negatiy e easeme nts : such, for instance, as a right to the access olTlight which preyents the owner of the servient tene- ment from building so as to obstruct the light. The coyenant in Tulk V. Moxhay was affirmative in its terms but was held by the court to imply a negative. Where there is a negative covenant expressed or im- plied, as, for instance, not to build so as to obstruct a view, or not to use a piece of land otherwise than as a garden the court interferes on one or other of the above grounds. This is an equitable doctrine es- tablishing an exception to the rules of common law which did not treat such a covenant as running with the land, and it does not matter wheth- er it proceeds on analogy to a covenant running with the land or on analog}^ to an easement. The purchaser took the estate subject to the equitable burden, with the qualification that if he acquired the legal es- tate for value without notice he w^as freed from the burden. That qualification, however, did not affect the nature of the burden ; the notice was required merely to avoid the effect of the legal estate, and did not create the right, and if the purchaser took only an equitable estate he took subject to the burden, whether he had notice or not. It appears to me that, rightly considered, that doctrinejs not an author- ity for the proposition that an equitable estate or interest may be raise d at any Time, notwithstanding th e rule against remoteness. It is, if I may say so, ahdthef~exceptiori to the rules against remoteness, excep- tions which had previously been thoroughly established in many cases at law as regards easements and in equity as regards charities. That being so, it does not appear to me that Tulk v. Moxhay has any di- rect bearing on the case which we have to decide. There is anotherjmportant point which alone would enabkustode- cidethis_ca££jn_favor of the appellant. Warthe conveyance of 1865 ultra vires? When we look at the provisions of the Lands Clauses Consolidation Act, § 127 et seq., I think we must consider them to mean that at the expiration of the statutory period, if the land is then superfluous, that is, if it is not wanted for the purpose of the railway, the company must sell it under the penalt}^ of losing it by its revesting in the adjoining owner. There is no doubt that the company can, be- fore the expiration of the statutory period, determine that the land is superfluous and sell it, and it is equally clear that if at the end of the statutory period they think that the land may be required for the pur- pose of their railway it is not then superfluous. \Mien I say '"they think," I mean if their proper advisers have fairly and reasonably come to that conclusion, that is sufficient. So that the fact of its being super- fluous may be determined beforehand by the action of the company, or it may be delayed after the expiration of the statutory period with- out the land being actually used, but whenever it is determined, either 472 RULE AGAINST PERPETUITIES (Part 4 before or after the expiration of that period, that the land is super- fluous, it becomes salable or vests in the adjoining owner. That being so, it is plain that when land is sold as superfluous, _jio interest in it c an be reta ined by ttie^ company . Now, if I anrriglvtin the^conclusion at which I have arrived as to the nature of this option of repurchase an interest was retained by the company. The form of the conveyance is plain. It recites a contract for sale subject to the condition thereinafter mentioned. That is not an absolute sale but a conditional sale. Now the Statute in terms requires an absolute sale, and that being so, the company could not sell, reserving an option of repurchase. The sale itself therefore was bevond thdr_20wer, and was a void sale, and we must recollect that this is a Statute which gov- erns the legal estate as much as the equitable estate. Then what fol- lows? The land if superfluous revested in Mr. Powell under sect. 127 at the end of the ten years, free from any restriction, which would give him a title ; but if it was not superfluous, then as the statutory period of limitation had elapsed before the commencement of this action, the appellant would have obtained a title under the Statute of Limitations. In either case, therefore^_the^appellant's title mu^t be valid as against the title of the compan}\ On these grounds it seems to me that the present appeal ought to be allowed. Sir James Han nen . The first question in this case is as to the effect of the deed"of the 10th of August, 1865. It appears to me that the company are estopped from denying that this land was superfluous land at the time of the sale to Powell. It is expressly recited that the land is no longer required, and that they thereupon propose to sell it at a particular price. It is perfectly plain that the company has only the right to sell sub- ject to the terms imposed by the legislature in the Lands Clauses Con- solidation Act. That Act requires th e companv to sell absolutely, and looking to the history of legislation on this subject I think there is no doubt that particular stress w^as laid upon the word "absolutely." It was inserted, in my opinion, in order to prevent the company having acquired lands which it was found afterwards were not required for the purpose of the undertaking, from still retaining indirectly a hold upon those lands. It appears to me, therefore, that as this was n ot an absolute sale, but a conditional sale, it was void, an d thattheeltcFt would be that at tTie end ot the ten years, there being no sale, the land would vest in Powell. At the same time I do not think that every con- tract made by a railway company for the purpose of settling at the present time what should be the price of land to be acquired by them at some future time would be bad in itself. I think tliat if there had been a separate contract limited to the time within which the company would have authority to take lands, there would not have been anything il- legal in their entering into an arrangement with the owner that they should have a right to purchase at a particular price to save the trouble Ch. 2) INTERESTS SUBJECT TO THE RULE 473 and inconvenience of having the value settled in some other manner, and Kemp v. South-Eastern Railway Company, Law Rep. 7 Ch. 364, is an authority to that effect. The n ext questi on is, does this covenant create^ an^interest or estate in the property at law, or in equity. Upon that point I Have^noItTiiTg to add" fo what has been said by the Master of the Rolls. It is not a subject with which I have been frequently called upon to deal, and therefore, any opinion that I may express on the subject has not the value it would have if it came from one of my learned colleagues ; but I must say that it app ears to me to be a startling proposition that the po\\ier to require a conveyance of land at a future time does not create anyinterest in that land. If it does create such an interest, then it appears to rhe'tb T5e "perfectly clear that the covenant in this case vio"^ latesjHejFuTe^garnst perpetuity, because, taking the passage" whtch has been cited from~^anders, "a perpetuity may be defined to be a future limitation restraining the owner of the estate from aliening the fee simple of the property discharged of such future use or estate before the event is determined." Now this covenant plainly would restrain the future owner from aliening the estate to anybody he pleases, it restricts him to aliening it to the railway company in the event of the company exercising their option. The last question is, supposing this covenant does not create any es- tate or interest, what is the effect of it as a covenant^ It is clear that it is not__acovenahL_v\:hich woujd run with the la nd at la\v^ Spencer's Case ami the notes to it in Smith's Leading Cases, vol. i. 8th ed. p. 90, seem to me to point very clearly to that conclusion. It has been said, however, and in fact the judgment with which we are dealing lays down, that although this is only a personal covenant, yet Tulk v. ]\Iox- hay is an authority for the proposition that such a covenant if known to the purchaser of the estate binds him. This argument is disposed of by the decision of the Court of Appeal in Haywood v. The Bruns- wick Permanent Benefit Building Society, which seems to me to put a w holesom e re striction upon t he application of Tulk v. MoxhavJ^y la ^'ing down thi s rul e, that it onl y ap plies to restrictive covenants, alid do es not apply to an aff irmative covenant, s uch as a cov enant binding the owner of the land^ at some future t ime~To convey it. For these reasons I am of opinion that the judgment of the court be- low cannot be supported, and that the appeal must be allowed. LiNDLEY, L. J. I am of the same opinion. This is an action for specific performance of a contract entered into not by the defendant but by somebody else. The first thing, therefore, the plaintiff's must show is, upon what legal principle the defendant is bound by a con- tract into which he did not enter. It is not contended that he is bound by it on the ground that the covenant entered into by Powell runs with the land and binds him at law. but it is said that though it does not bind him at law it binds him in equity. 474 RULE AGAINST PERPETUITIES (Part 4 Then upon what principle is it that he is bound in equity ? It is said that he is bound in equity because he bought the land knowing of the covenant into which his predecessor in title had entered. That propo- sition stated generally assumes that every purchaser of land with no- tice of covenants into which his vendor has entered with reference to the land is bound in equity by all those covenants. That is precisely the proposition which had to be considered in Haywood v. Brunswick Permanent Benefit Building Society, and because it was sought there to extend the doctrine of Tulk v. Moxhay to a degree which was thought dangerous, considerable pains were taken by the court to point out the limits of that doctrine. In that case an owner in fee had grant- ed a rent, and in order better to secure it, he covenanted for himself, his heirs and assigns, to build some houses on the land out of which the rent issued and to keep them in repair forever. It was sought to enforce that covenant by bringing an action for damages against the mortgagee in possession of the land, because the houses had been al- lowed to get out of repair. It was of course seen that an action would not lie at law ; but it was contended, on the authority of Tulk v. Mox- hay, that inasmuch as the defendants took the land with notice of the covenants they were bound by them in equity. The Court of Appeal declined so to extend the doctrine of Tulk v. Moxhay, and their rea- sons will be found very carefully stated by Lord Justice Cotton in his judgment. The conclusion arrived at by the court was that Tulk^v. Moxhay, when properly understood^ jdid_not_ap ply to any but restric - tivTYovenants. The case of Cooke v. Chilcott, 3 Ch.~D. 694, before Vtce'-IThancenor Malins was very much considered, but it was not fol- lowed by the Court of Appeal. Here we are asked to extend the doc- trine of Tulk V. Moxhay, and to apply it to a covenant to sell land at any time for a specified sum of money. That this is an extension of the doctrine cannot, I think, be denied ; and for the reasons which were given by the Court of Appeal in the case to which I have referred I think we ought to decline to extend that doctrine. If so, Jhow_js_ Gomm to be held to be bound b}' this c oven ant ? He did not enter into It, he is not~b6uhd at law, and Tulkjv. ^loxli av is no authoritv for saying that he is bound in equity. That appears to me to dispose of this case^ I agree with the observations rnade_by;_the_Qth£r jnenib£rs__pf^ the court, that this covenant creat es an int erest injand and is void for re- rno tehess . On the question of remoteness one view was taken by Mr. Justice Kay in this case, and the other view by Mr. Justice Fry in Bir- mingham Canal Company v. Cartwright. My own view is that the observations made by Mr. Justice Kay on that case and on Gilbertson V. Richards, are sound. The error in his judgment appears to me to be, that he has applied Tulk v. Moxhay to this case without sufficiently considering the extent to which he was carrying it. As regards the observations upon sect. 127 of the Lands Clauses Consolidation Act, I also concur with the other members of the court. Ch. 2} INTERESTS SUBJECT TO THE RULE 475 It appears to me that inasmuch as the company could only sell by vir- tue of that section, which requires an absolute sale, and as the sale which they made was not an absolute sa]e within the true meaning of that clause, the logical consequence is that the whole transaction is void, and on this ground, if there had been no other, the court must ITave declined specifically to perform the contract. I am therefore of opinion that the appeal must be allowed, and judg- ment must be for the defendant.^ ' Mr. Davey asked that the costs of the short-hand notes of IMr. Jus- tice Kay's judgment might be allowed. Jessel, M. R. We have not used them, but have read Mr. Justice Kay's judgment in the Law Journal. If that report had appeared a sufficient length of time before your brief was delivered, we should not have allowed the costs of a short-hand note ; but as it was published so late as the 3d of March, we think the costs ought to be allowed. In re TRUSTEES OF HOLLIS' HOSPITAL. (Chancery Division. L. R. [1S99] 2 Ch. 540.) By an agreement dated October 3, 1898, a contract was entered into by an agent acting on behalf of a majority of the trustees of Hollis' Hospital to sell to Ernest Hague certain freehold property belonging to the hospital, situate at Castle Dyke, near Sheffield, containing 25 a. 1 r. 17 p., for £5,750. Matters had proceeded so far that the purchaser was satisfied to ac- cept the title, and the draft conveyance had been approved by the trus- tees' solicitor, when a letter dated November 16, 1898, was received by the purchaser's solicitors written by William Henry Anthony, one of the trustees who had not concurred in the sale, to the effect that as the heir-at-law of Thomas and John Hollis he thought it his duty to intimate to them that he was no party to the sale of the property, and to call their attention to a clause in th e title-deeds as to the prop- er tY_j;everting__to_theJhe^^ othcrpurp ose than that intended bv the settlor ; and a summons was taken outunder the Vendor and Purchaser Act by Ernest Hague for the purpose of determining whether or not a good title had been shown. William H. Anthony declined to appear with his co-trustees upon the summons or to take any part in the argument. His counsel ap- peared simply to state that he was no party to the contract, and de- clined to be bound in any way by the present proceedings. The purchaser, on the other hand, warned him that in the event of 3 Accord: In re Tyrrell's Estate, [1907] 1 Ir. 194. 292 (covenant to extin- Riiish a rent charge) ; Starcher Bros. v. Dutv. 61 W. Va. 373, 56 S. E. 524, 9 L. R. A. (N. S.) 913, 123 Am. St. Rep. 990 : Woodall v. Bruen, 85 S. E. 170 (W. Va. 1915) ; Barton v. Thaw, 246 Pa. 348, 92 Atl. 312, Ann. Gas. 1916D, 570. 476 RULE AGAINST PERPETUITIES (Part 4 the title being held good and of the contract being completed it would hereafter be insisted that he was bound by the decision in his presence of the question of title raised. The history and title of the property appeared from the recitals and documents to be as follows : By indentures of lease and release dated August 26 and 27, 1703, Thomas HoUis (father of Thomas Hollis, Senr.) of his charitable mind and disposition to the intent to find and provide habitations for six- teen poor persons from time to time and for ever to be elected of the poor of Sheffield, or within two miles round as thereby directed, and to raise moneys necessary for keeping the fabric in which such other habitations were made at all times thereafter in repair, conveyed cer- tain hereditaments in Sheffield then converted into sixteen small apart- ments or habitations with other hereditaments to certain persons there- in named, their heirs and assigns for ever, to their use and behoof upon trust and subject to the powers, declarations, and agreements therein mentioned and expressed. By an indenture of assignment dated January 24, 1704, the same Thomas Hollis assigned to Thomas Hollis, Senr., his executors, ad- ministrators, and assigns, certain Government terminable annuities amounting to i90 per annum; and by deed-poll dated January 26, 1704, Thomas Hollis, Senr., declared that the same annuities were so assigned to him upon trust that he should pay the same towards main- taining the said almshouses, and for several other purposes in the said deed mentioned. By a writing or codicil under his hand and seal dated February 21^ 1715, annexed to the deed of assignment of January 24, 1704, Thomas Hollis, the father, revoked several payments in that deed contained, and left his son, Thomas Hollis, Senr., liberty to continue or discon- tinue them as he, his executors or assigns, should think fit without be- ing accountable to any. Thomas Hollis (father of Thomas Hollis, Senr.) died, and the be- fore-mentioned annuities were turned into South Sea annuities and South Sea Stock, which annuities and stock were sold by Thomas Hol- lis, Senr., for £1,500. Thomas Hollis, Senr., for the augmentation of the said charities and for the better settlement thereof, added to the il,500 the sum of £610, and with those two sums purchased certain messuages, lands, and tene- ments from Sir John Statham and Thomas Turner. At the date of the next-mentioned indentures the hereditaments orig- inally conveyed by the indentures of lease and release of August, 1703, had become legally vested in Thomas Hollis, Senr., and ten other per- sons (including Thomas Hollis the younger) by way of survivorship or otherwise. By indenture of lease for a year dated May 17, 1726, and made be- tween Thomas Hollis, Senr., of the one part and John Williams of the other part, Thomas Hollis, Senr., in consideration of 5s. bargained and Ch. 2) INTERESTS SUBJECT TO THE RULE 477 sold the hereditaments so purchased by him from Sir John Statham and Thomas Turner (which included the property comprised in the contract the subject of the present application) unto the said John Wil- liams. To have and to hold unto the said John Williams, his execu- tors, administrators, and assigns, from the day next before the day of the date of that indenture for a year at a peppercorn rent if de- manded, to the intent and purpose that by virtue of that deed and of the statute for transferring of uses into possession, the said John Wil- liams might be in the actual possession of all and singular the prem- ises aforesaid, and be thereby enabled to accept a grant and release of the reversion and inheritance thereof to him, his heirs and assigns for ever, to and for such uses, trusts, intents, and purposes as in and by such release should be limited, expressed, and declared concerning the same. There was a similar indenture of lease to John Williams, mutatis mutandis, by the then trustees of the almshouses and premises com- prised in the release of 1703. By an indenture dated jV Iay 18, 1726, and made between the said Thomas Hollis, Senr., of the' iirstpart, tiie ten named persons (includ- ing Thomas Hollis, younger) therein mentioned (being the ten persons in whom, jointly with Thomas Hollis, Senr., the property originally devoted to charity by the father of Thomas Hollis, Senr., was then le- gally vested), of the second part, the said John Williams of the third part, and Isaac Hollis, William Steed, Daniel Bridges, and John Crooks of the fourth part, after reciting the deeds and matters before referred to, it was witnessed that for the support and maintenance of the said charity and for the better accomplishment and performance of the trusts and powers in them reposed by former conveyances, the said Thomas Hollis, Senr., and the ten persons parties of the second part, nominated, elected, and chose the four persons parties of the fourth part to be trustees, to be added to the surviving trustees in the room of such others of the said trustees as were dead ; and it was further witnessed that in consideration of 5s. apiece to the old trustees, paid by the said John \\^iiliams, the old trustees granted, aliened, released, and confirmed unto the said John Williams in his actual possession of the tenements and hereditaments next thereinafter mentioned then being by force and virtue of the indenture of bargain and sale for one year bearing date the day before the date of this indenture, in consid- eration of money and by force of the statute for transferring of uses into possession, and to his heirs the hereditaments by the indenture of release of August, 1703, conveyed by Thomas Hollis (father of Thomas Hollis, Senr.), to hold unto the said John \\'illiams. his heirs and assigns for ever, to the use and behoof of Thomas Hollis, Senr., and the fourteen other persons, the old and new trustees, their heirs and assigns for ever, upon the trusts and to and for the several and respective uses, intents, and purposes thereinafter limited, expressed, and declared of and concerning the same; and it was thereby fur- 478 RULE AGAINST PERPETUITIES (Part 4 ther witnessed that the said Thomas Hollis, Senr., for the better sup- port and maintenance of the said charity and for the augmentation thereof and in consideration of 5s. paid by the said John WilHams, granted, aHened, released, and confirmed to the said John Williams (in his actual possession of the hereditaments thereinafter mentioned then being by force and virtue of the indenture of bargain and sale for one year bearing date the day next before the date of this indenture, in con- sideration of money and by force of the statute for transferring of uses into possession), and to his heirs, all the hereditaments purchased by the said Thomas Hollis, Senr., from Sir John Statham and Thomas Turner. To have and to hold unto the said John Williams, his heirs and assigns for ever, to the use and behoof of the said Thomas Hollis, Senr., and the other old and new trustees, their heirs and assigns for ever. Nevertheless, upon the several and respective trusts and to and for the several and respective intents and purposes thereinafter lim- ited, expressed, and declared of and concerning the same. Then fol- lows a declaration of the trusts of all the hereditaments conveyed to the effect that the old and new trustees and the survivors and survivor of them, their heirs and assigns, or the heirs and assigns of such sur- vivor, should place atid put sixteen poor persons that should be of the ages of fifty years at least and single, of the town of Sheffield or with- in two miles round, in the sixteen apartments or dwellings (being the hereditaments originally conveyed by Thomas Hollis, the father of Thomas Hollis, Senr.), with divers provisions for the government of the charity and filling up vacancies. And upon this further trust that they the said old and new trustees, their heirs and assigns, or the major part of them, their heirs and assigns, should pay, apply, employ, and lay out the rents, issues, and profits of all and singular the prem- ises thereinbefore granted and released as therein mentioned for the benefit of the objects of the charity, including paying a schoolmaster and schoolmistress for the teaching of fifty poor artificers' and trades- men's children, and that they the said trustees should lay out and ex- pend such part or parts of the rents, issues, and profits that should or might arise or grow out of the thereby granted and released prem- ises in the necessary support and reparations of the tenements and apartments, and what could be spared thereof (if any) to be kept in store against any extraordinary occasion for repairing, or to be laid out in such other manner as the trustees or the major part of them, their heirs and assigns-, should think fit. Then follow provisions for the appointment of new trustees, for keeping accounts for laying out the balance, with power to deduct out of the rents, issues, and profits £S to defray charges of keeping and settling accounts, and to eat and drink in commemoration of the benefactors of the charity ; and then follows this provision, upon which the question in the present case arises : "Provided always and. it is herebjyuled ared and ag reed by and be- tween tlie said parties to these presents, t hat if at any^ tmi e Trereafter Ch. 2) INTERESTS SUBJECT TO TUE RULE 479 the premises hereby conveyed or^ny part thereof, or the rents, issues, anxTp^rofits of the s'ame^or of any part thereof^ shall be employed or' corfverted to or for any other use, or uses, intents, or purposes than as are hereinbefore mentioned and specified. Then and from thence- forth all and every the buildings, lands, and prernisesliereinbefore con- veyed to the uses and upon the trusts hereinbefore mentioned shall re- vert to the right heirs of the said Thomas Hollis, Senr., party hereto, aViythmg'lie rein contained to the contrary thereof in anywise notwith- standing." Then follow certain powers for Thomas Hollis, Senr., during his life, and after his decease for John Hollis, Newman Hollis, Junr., Isaac Hollis, and Richard Solley, four of the trustees, and the sui-vivors and survivor of them, at any time or times during their lives or the life of the survivors or survivor of them, to nominate tlie persons to re- ceive the benefit of the almshouses and to appoint schoolmasters and schoolmistresses, and a power for Thomas Hollis, Senr., in his life- time to revoke, add, alter, or diminish all or any of the charities or sums thereinbefore appointed in such manner as he should see fit, and a power for the trustees to pay their costs, charges, and expenses, and to lease for terms not exceeding twenty-one years, and to lease certain closes, purchased of Thomas Turner, for eight hundred years or any less term to build on, and a covenant with John Williams, his heirs and assigns, against incumbrances. Byrne, J., after stating the facts as set out above, proceeded: It is contended on behalf of the purchaser that a good title cannot be made by reason of the clause in the deed of May 18, 1726, providing for the reverter to the right heirs of Thomas Hollis, Senr., inasmuch as the sale will be a breach of the condition and, alternatively, that the title shown is not one which ought to be forced upon a purchaser. It is contended on behalf of the vendors — that is, the trustees other than W. H. Anthon^y^^ — that the conditio a- is void as t ejiding to a per- petuity, and that whether the clause in question, be constr ued as oper- ati ng by way of shifting use, as they say it should be, nr by way of co ndit ion subsequent. Tlie ettect ot tne method of conveyance adopted was as follows : the lease for a year operated, and the bargainee John Williams was in possession by the Statute of Uses. The release operated by enlarging the estate or possession of the bargainee to a fee — this was at the com- mon law — and the use being declared in favor of persons other than the bargainee the statute intervened and annexed or transferred the possession of the releasee to the use of the trustees to whom the use was declared: see Butler's notes to Coke upon Littleton (18th Ed.) p. 272 a, note vi. 2. I think the clause about wdiich the contest arises is in terms and form a true common law condition subsequent, being aptly worded and be- ing in favor of the heirs of Thomas Hollis, Senr. It is true that words of an express condition may in certain cases be 480 RULE AGAINST PERPETUITIES (Part 4 intended as a limitation, but the rule is that it shall not ordinarily be so construed, and there does not appear to be any reason in the pres- ent case why it should be construed as a limitation rather than as a condition: see Sheppard's Touchstone (7th Ed.) p. 124, note 16. It was c onceded in argument that if the clause in question ought to be constru ed as a limitation or as c reating a shifting u sej t would be voi d as mf ringing the rule against p ei peti^tie s : and it was a rgued that th e"claus e ought to be construed as one intended to shift the use which was vested by "virtueo t tlie release in the trustees^ upon the happening of^Tne~coiitemplated event, in the heirs of th e origina l bargainor, and that it was not possible for it to operate otherwise, having regard to the fact that the estate to be defeated was one existing only by virtue of the statute. I do n ot think that this arg iiment c an prevail . It is laid downTn terms in Sheppard^s^ouchstone, p. 120, that a condition may be annexed to a limitation of uses, and thereby the same — namely, the uses or the estates arising from the uses — may be made void. To which statement a note is appended by Mr. Preston: "and shall be executed by Statute 27 Hen. 8, so that the donor and his heirs may take advantage of the condition. Sav. 77 . See further in Vin. Abr. Condition (N)." In Serjeant Rudhall's Case, Savile, Case civ., p. 76, the serjeant, "being cestui que use in fee, and therefore being entitled to devise the use, devised certain lands before the Statute of Uses by his will in writ- ing to Charles his younger son and the heirs male of his body, with re- mainder to John his eldest son in fee, with this condition : that neither the said Charles nor any of his heirs of his body should aliene or dis- continue any of the said lands but only to the jointure of his wife for the time being, and for the use of the said jointures of the said wives of the said heirs for term of lives of the said wives. And after the said William Rudhall died and Charles his son entered, and after the year 4 Edw. 6 (that is, after the Statute of Uses), by his indenture leased the land to the defendants for term of their lives, rendering the ancient rent to him, his heirs and assigns. Then, 1 EHz., the said Charles levied a fine to certain persons and their heirs with proclamations, which was to the use of the said Charles and Alice his wife and the heirs male of the body of Alice by him begotten, and for default of such issue to the use of the heirs of the said Charles begotten, and for default of such issue to the use of the right heirs of the said William Rudhall the father. And it was averred that the use of this fine was for the jointure of the said Alice for term of her life. And the plain- tiff, as heir of Serjeant Rudhall, entered for the condition broken. And in this case three doubts arising: one, if it was condition or limi- tation of estate in use ; another, if the condition was broken ; and the third, if the heir of the cestui que use should take advantage of condi- tion broken by the Statute of Uses. And it appears that this is con- dition, because condition destroys the estate and returns the land to the donor and his heirs; a limitation of estate is when the first estate Ch. 2) INTERESTS SUBJECT TO THE RULE 481 is destroyed and new estate limited by way of remainder or otherwise. And here is condition, because there is not a new estate limited over, but the estate to which it is annexed is destroyed. And then arises for consideration if the condition is broken : and it appears that lease for lives of the defendants reserving the ancient rent being made accord- ing to the statute is not a discontinuance. For the statute has given power to make such estates that they are legal, and legal estates cannot make injurious discontinuances. Therefore the condition in this re- spect is not broken ; but the limitation of other uses by which other heirs are inheritable than were at first is to break the condition. For the limitation of use on fine in special tail is contrary to the will of Serjeant Rudhall. And the limitation of the fee to the heirs of Ser- jeant Rudhall is other limitation to heirs than as he himself limits: for he limits the fee to John Rudhall, his eldest son, and his heirs ; and it might be that John Rudhall and his heirs are heirs of the half-blood to the direct heirs of Serjeant Rudhall, whence it is other inheritance than as was in the first limitation, which is breach of the condition. And as to the taking advantage of condition annexed to the use, it ap- pears that the Statute of Uses has given this advantage when the uses and possession are united, that the heir of the father enter, by which it appears, by the opinion of all the justices, that the entry was ai lowable and the plaintiff shall recover. And it was adjudged that his entry was allowable, for the condition was broken by limitation of use in special tail and of the other remainder in fee in the heirs of the father; but lease for life, according to the statute, is not discontinu- ance, and, therefore, no breach of condition. Also, this entry for con- dition is warranted by the Statute of Uses, and, also, it was agreed that this was condition and not limitation." I have translated the report out of the law French, and I think that the case, which is also reported in other books (Moore, 212; 1 Leon. 298), is an authority for the statement in Sheppard's Touchstone, p. 120. The next question i s, whether or not the condition, being an express common law con dition subsequent, is void for perpetuity . 1 have not beenTef erred To~any case deciding the question, nor have I since the argument, after a considerable search, been able to find any authority in the reports enabling me to say that the point has been judicially de- cided. For the exposition of our very complicated real property law, it is proper in the absence of judicial authority to resort to text-books which have been recognized by the courts as representing the views and prac- tice of conveyancers of repute. Except in the comparatively recent although most valuable book of the late Mr. Challis (whose loss we all regret), to which I shall have to refer more fully later on, I cannot find any definite statement of opinion adverse to the views expressed by Air. Sanders and Mr. Lewis in their well-known treatises, and I 4 KALES~PROPy— 31 482 RULE AGAINST PERPETUITIES (Part 4 will first refer to Sanders on Uses and Trusts (5th Ed.) vol. 1, pp. 206, 207, 213. [His Lordship read the passages, and continued:] I find in Lewis on Perpetuity (Ed. 1843) pp. 615, 616, the opinion of the learned author expressed in clear and unambiguous language. [His Lordship read the passages, and continued:] Amongst quite modern text-writers I find a similar expression of opinion. See the work of the learned American author Mr. Gray, who has written on the law of Perpetuity, at p. 215, where he states his view, in spite of the fact that there are American authorities tend- ing the other way, the point not having been taken or argued in such authorities ; see also Marsd en on Pe rpetuities, p. 4. I have purposely avoictecPreferring to certain dicta in recent cases until I come to examine Mr. Challis' argument, which was in fact the basis of the argument putlorward on the parr of the purchaser in the present case. That argument and the learned author's expression of opinion are to be found in Challis' Law of Real Property (2d Ed.) pp. 174-177. [His Lordship read the passages he referred to, and continued :] Pausing at the introductory paragraphs, I do not propose to em- bark upon a consideration of the origin and development of the rule or rules against perpetuities, about which there have been and will continue to be grave differences of opinion amongst real property lawyers. I find a clear and well-recognized rule certainly applicable to all ordinary methods of disposition in vogue since the Statute of Uses, and what I have to do is to see whether or not that rule applies to prevent the effectuating by means of a common law condition what is forbidden by the law in the case of all other methods of disposition of property. Mr. Challis is right of course when he says that "when any part of the common law is found to require amendment, the Legislature alone is competent to apply the remedy." But the courts have first to find what is the common law — that is, the principle embodied in what is called the common law — and to apply it to new and ever- varying states of fact and circumstances. The common law is to be sought in the expositions and declarations of it in the decisions of the Courts and in the writings of lawyers. New statutes and the course of social development give rise to new aspects and conditions which have to be regarded in applying the old principles. The policy of the law against the creation of perpetuities was certainly asserted at a very early date, as was also the policy of discountenancing unrestrict- ed restraints upon alienation. I may give by way of illustration what was said by Lord Macnaghten in the case of Nordenfelt v. Maxim Nordenfelt Guns and Ammunition Co., [1894] A. C. 535, 564, 565. [His Lordship read the passage, and continued :] Might it not be said from Mr. Challis' point of view that if it was the common law in the reign of Queen Elizabeth that all restraints of trade, general or partial, were void, that they must still be void ? The Ch. 2) INTERESTS SUBJECT TO THE RULE 483 answer appears to me to be that the principle was that restraints of trade are contrary to public policy, and that is the principle still ; it is the application of it that has varied. An illustration of a void conclition because impossible of fulfilment is given in Sheppard's Touchstone, p. 133 — namely, if one give o£ grant land on condition that a man will go to Rome in three days. Thdl which was impossible at the time when the illustration was given has now become possible owing to a change of circumstances, and though tlie old principle stands the application of it has changed. In reference to the suggestion as to devising "a novel restriction to be applied to novel forms of limiting, or otherwise conferring, an estate or interest unknown to the common law" (Challis, p. 175), I may point out that in the present case the object of the grantor could not have been obtained without adopting a novel form of assurance unless in a very roundabout and circuitous fashion. He wanted to vest the es- tate in himself jointly with others. It is right to mention here that this case being one of a gift for charitable purposes, the question could not have arisen had the deed been dated ten years later than it was, having regard to the provisions of the Mortmain Act (9 Geo. 2, c. 36), which provides that the gift or conveyance must be without any power of revocation, reservation, trust, condition, limitation clause or agreement whatsoever for the benefit of the donor or grantor, or of any person or persons claiming under him. I think that some of Mr. Challis' criticisms of the dicta of Jessel, M. R., in the case of In re Macleay, L. R. 20 Eq. 186, are not quite reasonable. The use of the expression "tenant in tail" at p. 190 of the report is an obvious slip, either verbal or clerical, for "tenant in fee," as is clear by reference to p. 187, where the learned judge says : "Looking at the will, I have no doubt that there is a condition an- nexed to the gift in fee," and this is followed in the next sentence by the remark : "First of all, it is to be observed that the condition, good or bad, is confined within legal iimiits ; it is applicable merely to the devisee himself, and therefore is not void on any ground of re- moteness." This being so, I find in the passage I have read, coupled with the passage at p. 190, referred to by Mr. Challis, a clear expression of opinion by Jessel, M. R., that had the condition in question not been limited in point of time, as it was, it would have been void for remote- ness. The decision of North, J., in Dunn v. j^lood, 25 Ch. D. 629, as to the remoteness of the power of re-entry in that case was obiter, in the sense that it was unnecessary for the purposes of the decision to de- termine it, although it was a question raised and argued ; but I think that Mr. Challis, in saying that nothing was said on a ppeal ^ (1885), 28 Ch. D. 586, to support the obiter dictum, appears to have overlooked the observation of Baggallay, L. J., 28 Ch. D. 592, where he says : 484 RULE AGAINST PERPETUITIES (Part 4 "This right of re-entry was held by Air. Justice North to be void for remoteness. We have not heard the counsel for the defendant, but as at present advised I concur with Mr. Justi ce North that t his right could not be enforced being void under tlie rule against perpetuities." ~T. miist also notice that Alf. Challis niakes^no^reference whatever to the opinions of Sanders and Lewis which I have quoted. The result appears to be that there are expressions of opinion by Jessel, M. R., North, J., and Baggallay, L. J., and the opinions of two great real property lawyers and text-writers, in favor of the invalidity of such a condition as the one in question ; besides the opinions of modern text-writers ; while on the other side there is nothing definite except the opinion and reasoning of the late Mr. Challis in his work on real property. It is to be noticed that Mr. Challis put forward the surmise that at the present day the courts would not acquiesce in the conclusion he draws without great reluctance; and in reference to his appeal to arguments to be derived from history, I may refer to his own observations : Challis, p. 394. [His Lordship read them, and continued:] I am of opinion that the condition in question is obnoxious to the ^ rul^ against perpetuities.* But this still leaves another question for consideration, namely, is_ the title one which ought to be forced upon a purchaser? The rule wIiTch should be foIlau^edTmluch^cases'is thus~slal'ed by Chitty, J., in the case of In re Thackwray and Young's Contract, 40 Ch. D. 34, 38, 39, 40. [His Lordship read the observations, and proceeded:] I have not in the present case any decisions or dicta of judges to lead me to a contrary conclusion to that to which I have come, and the question is one of general law, upon which I have dicta of eminent judges and opinions of text-writers of authority which I consider justify the view I have expressed. At the same time, the poin t js^n g Q^ some obscurity and difficult y, and one which cannot be said to have been the subject of direct ju- dicial decision. Moreover, regard must be had to the fact that the person claiming to be heir-at-law of Thomas HoUis, Senr., has given a notice which must be taken to be notice of his intention to claim the benefit of the breach of condition, if broken, and he has declined to argue, or to be bound by the present decision ; so that the purchaser if he completes will be in danger of immediate litigation — an element which must have very great weight in considering whether or not the title ought to be forced upon him: see Pegler v. White (1864) 33 Beav. 403, and Fry on Specific Performance (3d Ed.) p. 408. Upona_c onsideration of all the circumstances I do not thin k I ought to say that su ch a titl e has been shown as ought to be forc ed upo^n the purcliaserif he is unwilling to complete. 4 For the American cases contra, see Gray's Rule against Perpetuities, §§ 304^311. Cf. Cooper v. Stuart, L. R. 14 App. Cas. 286. Ch. 2) INTERESTS SUBJECT TO THE RULE 485 In re ASHFORTH. (Chancery Division. L. R. [1905] 1 Ch. 535.) FarwELL, J., delivered the following written judgment:' Martha Sarah Asliforth made her will on February 21, 1863, and thereby de- vised her real estate to trustees and their heirs upon trust to receive the rents and profits and divide the same as soon as they conveniently could after Lady Day and IMichaelmas Day in each year into three equal parts, and pay the same as therein mentioned to her three chil- dren and the survivors or survivor of them during their lives and the life of the survivor, and she then proceeded as follows : "And from and immediately after the d_e£ease nithe longe st liy er of my said three children John jMorris Ashforth, George Morris Ashforth, and ^Nlar- tha Morris Ashforth, I direct my said trustees for the time being, subject nevertheless to the payment of the said annuity to Miss Eliza Robinson, if she should be then living, to pay and divide the said re nts an d profits of the said farm half-yearly, as soon as conveniently can be after the days hereinbefore appointed, unto and equally amongst all such of the children born in my lifetime, or within twen- ty-one years _after my death of the said jjjhn ]\Io rris A shfoFth, George"Xlorris Ashforth, and Martha Morris Ashforth who shall be living oifthe Lady Day ^rTVTicliaelmas Day precedmg~~such payment and division. And after the death of all s uch children of the said John Morris Ashforth, George Alorris Ashforth, and Martha Morris Ashforth, except one, I devise my said farm an d all my said real es - tate to such 'surviving child and the heirs of his or her body in tail, with remainder^o the right heir of John Morris, son of my grandfa- ' j ^t,^ ther Thomas Morris." The testatrix died on July 7, 1864. Of her three children, G eorge died in 187 , having had issue three childr en o nly, t he present plaintiffs ; Martlia died without issue in 1877; and Jolm diecl without issue m 1897. The question for decision is wheth- er the limitation in tail is or is not too remote. ~^ ' P roperty mav be given to an unborn person for life or to several un born per sons successively for li fe, with remainders over, provifle d' tha t sucli remainders be mdeteasibly vested in persons ascer tained or nec bssarilv ascertainable within the limits prescribed by the ruK a gainst perpetuities. In re Hargreaves, 43 Ch. D. 4U1 ; iivans v. Walker (1876) 3 Ch. D. 211. Mr. \\'ood did not dispute this, but ar- gued that in a^smuch as one of t)-|^ tlirpp p1ain|;ffg ]-[iii^f nprp^^pHK- he tH e su rvivor, they could combine to release or destroy the right of s urvivorship and ta ke the property at c^nce . B utthis assumes the ex- "^ iste nce of a present estate after the lite estate^, which wil} rema in whe n the obnoxious contingency is destroyed, and there is none suc h ; the only estates of inheritance are contingent interests in remainder. 6 The opinion only is given. 486 RULE AGAINST PERPETUITIES (Part 4 The court has first to construe the will, and is driven to conclude that these interests are void for perpetuity. There is, therefore, no estate of inheritance in existence available for dealings by way of convey- ance or otherwise, and nothing is left but the three life estates. The fallacy lies in the lack of appropriate definition. No release or de- struction of the contingent interest would be of any avail. What is required is a dealing by way of conveyance of all the three contingent interests, and this is impossible, because they have been declared void, and three void contingent remainders will not make on^good^ vest ed remainde r. Mr. Wood relied on a passage in Lewis on Per- petuity, p. 164: "A perpetuity is a future limitation, whether execu- tory or by way of remainder * * * which is not to vest until after the expiration of, or will not necessarily vest within, the period fixed and prescribed by law for the creation of future estates and in- terests ; and which is not destructible by the persons for the time be- ing entitled to the property subject to the future limitation, except with the concurrence of the individual interested under that limita- tion." It is to my mind plain that the learned author, in speaking of destructibility, is referring to remainders after an estate tail; but in any case the passage does not help JNlr. Wood, because the validity of the estate which he wishes to create must depend on the convey- ance of the ultimate remainders; the persons entitled subject to that limitation are entitled for life only. ]Mr. Wood also pressed on me a dictum of Lord Cranworth's in Gooch v. Gooch, 3 D.,'M. & G. 366, 383. I think that if the whole of that passage is read it is plain that the Lord Chancellor was really thinking of a joint tenancy, and not of a gift to three with a contingent limitation to the survivor of them. But, however that may be, it is only a dictum ; and the reasons given are not easy to reconcile with the judgments of the Court of Appeal in In re Hargreaves, 43 Ch. D. 401, and London and South Western Ry. Co. V. Gomm, 20 Ch. D, 562. The case before me is really un- distinguishable from Garland v. Brown, 10 L. T. 292, before Wood, V. C, where there was a gift to the surviving children of the testator's surviving child for life in equal shares as tenants in common with re- mainder to the survivor of those children in fee, and the remainder in fee was held void for remoteness. T hen it is sa id that this is a le gal contingent remainder sppnorted by a partic ular estate vested m trustees during the lives of the grand- cliildren and of the survivor of them, and this was not disputed. But the plaintiffs ^rgue furth er that such a remainder is not afYected Jiv: a ny doctrine of remoteness , except tne_ rule tnat estates cannot be limite d to unborn persons for life with remainders to the issue of such unborn persons. I might have contente d myself with followjn g KaVTj.'s deciSlOri itl In re lM X»st. 4J unr^C g^ 253i but it is g aidlhat this \yas only tne second oFalternat ive reason for his judg ment, and 1 haye accordingTy Tonsidered the point for mvse lf. "It is vefy" difficult to say wlien the conception of perpetuity in its Ch. 2) INTERESTS SUBJECT TO THE RULE 487 modern meaning first appeared in our courts. There is no doubt that the common law regarded all attempts to restrict the free alienation of property with extreme disfavor. As is stated in Mr. Butler's note to Coke on Littleton, 342 b, i., although the suspense or abeyance of the inheritance (as distinguished from the freehold) was allowed by the common law, it was discountenanced and discouraged as much as pos- sible, and modern law has added her discouragement of every con- trivance which tends to render property inalienable beyond the limits settled for its suspense, because it is clear that no restraint on aliena- tion would be more effectual than a suspense of the inheritance. He adds : "The same principles have, in some degree, given rise to the well-known rule of law, that a preceding estate of freehold is indis- pensably necessary for the support of a contingent remainder; and they influence, in some degree, the doctrines respecting the destruc- tion of contingent remainders." There was also the rule that an es- tate by purchase cannot be limited to the unborn child of an unborn child. Whitby v. Mitchell (1890) 44 Ch. D. 85. With all respect to Kay, J., I do not think that much reliance can be placed on the exist- ence of an independent rule of law forbidding a possibility on a pos- sibility. See Gray on Perpetuities, p. 86, and Williams on Real Prop- erty, 6th ed. p. 245. The phrase seems due to Lord Coke's unfortu- nate predilection for scholastic logic, and may possibly be a pedantic and inaccurate reason for avoiding remoteness. See Blamford v. Blamford (1615) 3 Bulst. 98, 108; s. c. 1 Roll. Rep. 318, 321, cited in Gray at p. 86. "Coke moves another matter in this case on Popham's opinion, Coke L, Rector de Chedington, that a possibility on a possi- bility is not good, for here in our case is a possibility on a possibility * * * yet it seems that it is good, for if Popham's opinion should be law, it would shake the common assurances of the land. * * * But I agree that in divers cases there shall not be a possibility upon a possibility, and he puts the diversities in Lampet's Case (1612) 10 Rep. 46 b, 50 b." It seems probable that contingent remainders could not anciently have been created at all : see Williams on Seisin, p. 190; and that down to the time of the Commonwealth the usual mode of settlement on marriage was by giving vested estates tail to living persons, and not estates tail to unborn children : ibid. 189. Although, therefore, there was a general principle that alienation should not be restricted by the creation of estates beyond a particular estate for life with a remainder in fee, or in tail, I can find no trace of any statement of the present rule in terms in any of the old books. But the general principle was well established, and as the ingenuity of real property lawyers invented new devices for rendering land inalien- able for as long a time as possible, it became necessary to mould the expression of the old law so as to meet new emergencies. Thus in Cadell V. Palmer (1833) 1 CI. & F. 372; 36 R. R. 128, the House of Lords settled the question of the extent to which executory limita- tions and shifting uses, which had become possible under the Statute 488 RULE AGAINST PERPETUITIES (Part 4 of Uses, could be lawfully carried, and they did this, not by creating any new law, for that would have been lejj^islation, not decision, but by applying the old law to the new circumstances. The judges who advised the House supported their opinion by numerous authorities, and I would refer in particular to the quotation from Lord Kenyon's judgment in Long v. Blackall (1796-97) 7 T. R. 100, 102; 4 R. R. 73: "The rules respecting executory devises have conformed to the rules laid down in the construction of legal limitations, and the courts have said that the estate shall not be unalienable by executory devises for a longer time than is allowed by the limitations of a common law con- veyance." Here, then, is an authoritative statement in terms of pre- cision of the rule of law which had existed for centuries, but had not been theretofore defined, and had been applied from time to time, as occasion arose, by judges who, without formulating the precise limits of the rule, held, as Lord Nottingham said in the Duke of Norfolk's Case (1681) 3 Ch. Cas. 14, 31 : "If it tends to a perpetuity, there needs no more to be said, for the law has so long labored against per- petuities, that it is an undeniable reason against any settlement, if it can be proved to tend to a perpetuity." The rule, however, was only to be applied to cases where it was really necessary in order to defeat remoteness, and, accordingly. Lord St. Leonards in Cole v. Sewell, 4 D. & War. 1, s. c. 2 H. L. C. 186, 65 R. R. 668, points out that it has no application to remainders limited to arise after an estate tail, because they are destructible by barring such estate tail, and are no more open to objection than the estate tail itself; and this is the meaning of the reference to destructibility in the passage that I read above from Lewis on Perpetuity, p. 164. But this reason has no ap- plication to contingent remainders not so limited and destructible ; nor do I think that Lord St. Leonards so intended. See Sugden's Law of Property, pp. 116-121, and Lord Brougham's speech in the same case in the House of Lords, 2 H. L. C. at p. 234, where he puts this ground plainly as the reason for his observations. It would be very strange indeed that Lord St. Leonards should have referred to the "sacred rule" enunciated in Purefoy v. Rogers (1669) 2 Wm. Saund. 768. 781, n. 9, that no limitation shall be construed as an ex- ecutory or shifting use which can by possibility take effect by way of remainder — a rule which probably owes its origin to the chance of destruction by the failure of the particular estate incident to the one and not to the other — and should at the same time have afifirmed that the rule against perpetuities had no application to such contingent re- mainders, although they might exceed the limits allowed for execu- tory limitations, because they could not exceed the limits of perpetui- ty, for the proposition is self-contradictory. A a.smne that the doctrine o f_ the de ^'^tr pi^tij^ilii-y r.f rnntnin-pyt rpnin inders by failure nf t]-|^ j2-^r- ticular estat eis due to the desire of tlie courts to av oid remoteness, as Mr. ijutler" ^ggests. it does not follow that such remamders shcxiTd be free from all other bonds! Liability to destruction for a particular Ch. 2) INTERESTS SUBJECT TO THE RULE 489 cause at or before a griven period is n ot incompatible with, or any ground for imm unity from, destruction at the same period for a caus^ common to" all other inteTests, executjory^ equitable, or otheruiseT whiOTrnay lead to remoteness. It is plain, moreover, that the couTEs hav e acte3~TipoirThe principle that the rule against perpetuities is to be'appiied where no other sufficient protection a gainst remoteness is attainably! Thus, inasmuch as equitable contingent remainders never failed for want of a particular estate, it was held that the rule must apply to them. In Abbiss v. Burney (1881) 17 Ch. D. 211, the gift was to trustees on trust for A. for life, and, after his death, on trust to convey to such son of his as should first attain twenty-five. Sir George Jessel, j\I. R., said, ibid. 230: "Where the legal fee is out- standing in the trustees, that doctrine of contingent remainders which, until the recent statute, prevented contingent remainders from taking effect at all unless they vested at the moment of the termina- tion of the prior estate in freehold, has no operation, and on that ground I think that this appeal should be allowed." In In re Trustees of Hollis' Hospital, [1899] 2 Ch. 540, the late Mr. Justice Byrne held that the rule against perpetuity applied to a common law condition. He says, ibid. 552 : "The courts have first to find what is the common law — that is, the principle embodied in what is called the common law — and then to apply it to new and ever-varying states of fact and circumstances. * * * New statutes and the course of social de- velopment give rise to new aspects and conditions which have to be regarded in applying the old principles. The policy of the law against the creation of perpetuities was certainly asserted at a very early date, as was also the policy of discountenancing unrestricted restraints upon alienation." In Chudleigh's Case (1589-95) 1 Rep. 120 a (the case of perpetuities), the court defeated an attempt to make the Stat- ute of Uses serve as the means of protecting contingent remainders from destruction, lest lands should remain too long in settlement. In Abbiss v. Burney, 17 Ch. D. 211, the Court of Appeal defeated an attempt made by vesting all the legal estate in the property in trus- tees. The present attempt is made by vesting a legal estate pur autre vie in trustees and limiting the contingent remainders as a legal use. In my opinion, the court is equally bound to defeat this; nor can I find any rule of law or decision or principle to the contrary. The opinion of the late Mr. ChalHs (Real Property, 2d Ed., pp. 174-177) is, I think, sufficiently displaced by Byrne, J.'s judgment in the Hol- Hs' Hospital Case, [1899] 2 Ch. 540, and that of the late Mr. Joshua Williams by Gray on Perpetuities, pp. 283-298 ; and the conclusion at which I have arrived is supported by (in addition to the text-writers cited in that case and in In re Frost, 43 Ch. D. 246) an argument in the first edition of Jarman on Wills, vol. ii. p. 727, and repeated in some of the later editions, by Mr. Serjeant Stephen's note in his Com- mentaries. 8th ed. vol. i. p. 554, and by Mr. Gray's excellent Treatise on Perpetuities. The rule against perpetuities applies to all contin- 490 RULE AGAINST PERPETUITIES (Part 4 gent equitable limitatjons of real estate and all contingent limitations of pers7)nalty, including leasehoTdsT It would cTf tainty be undesir able to add another to the anomalies that "adorn our law^ as I should sxxc= ceecTin doing if I held that the rule did not apply to legal contingent^ remainders. I therefore answer the first question, by saying that the limitatioiTin question is void for remoteness, and the second question in the nesfative.® WORTHING CORPORATION v. HEATHER. (Chancery Division. L. R. [1906] 2 Ch. 532.) By a lease dated October 1, 1878, Fa nny Heather demised to the l ocal board of health for the district of Worthing some meadow land for a term of thirty year s from September 29, 1876, at the yearly rent ot i6b, and the board for themselves, their successors and assigns, covenanted that they would not during the term use the demised premises or any part thereof for any purpose other than that of a pub- lic p ark or p leasure grpunrl. "^i'he lease contained a proviso as follows : "Provided always And it is hereby agreed and declared that in case the said board their suc- cessors or assigns paying the said rent hereby reserved and observing performing and keeping all the covenants on their part herein con- tained shall be desirous at any time during the said term hereby grant- ed to purcha se the fee simple, and inheritance of the said premises at the sum of i l,325 and of such their desire shall give to the said Fanny Heather her heirs or assigns six calendar months previous notice in writing expiring at the end of any half year of the said term then and in such case the said Fanny Heather her heirs or assigns shall deliver to the said board their successors or assigns a copy of the abstract of title to the same premises which was delivered to her on the occasion of her purchase thereof such abstract commencing with indenture of 30th J\Iay 1832 between Richard Lindup and Jane his wife of the first part George Newland of the second part Frances Lindup of the third part and Richard Newland and James Stubbs of the fourth part and no prior or other title shall be required. And will on payment by the said board their successors or assigns of the said sum of £1,325 to- gether with interest thereon at the rate of £5 per cent, per annum from the expiration of such notice until payment and of all rent then accrued execute a proper conveyance and assurance of the said prem^ ises and the inheritance thereof in fee simple unto the said board their successors and assigns or as they shall direct such conveyance or assurance to contain sinf^JAr covenants on the part of the said board their successors or assigns with the said Fanny Heather her heirs and assigns to those hereinbefore contained relative to the user of the In the case of In re Frost, 43 Ch, Div, 246, 253, referred to, the will conferring the legal future interests was dated March ID, 1S70. Ch. 2) INTERESTS SUBJECT TO THE RULE 491 said premises solely as a public park walk or pleasure ground and to the erection thereon of no other erection or building except such lodge and other buildings as are hereinbefore referred to (such cove- nants being so framed as that the burden thereof shall so far as is possible run with the said premises)." On August 25, 1890, the plaintiffs were incorporated by Royal char- ter, and succeeded under section 310 of the Pubhc Health Act 1875, to all the property of the local board of health. They continued to use the land as a public park. Mrs. Heather died in 1902, having by her will devised all her real and residuary personal estate to C. H. Heather and V. J. Heather in equal shares, and appointed J. Goldsmith and E. Sayers executors. On August 17, 1905, the plaintiffs served on the devisees notice of their desire to exercise the option given to them by the lease by pur- chasing the fee simple ot the demised premises for £1,325 upon the terms and conditions mentioned in the lease. The devisees repudiated their obligation to comply with the notice, and insisted that the option was void as infringing the rule against per petujT ies. The corporation there upoir"bfought this action agamst the devisees and the surviving executor, and asked for — (1) a decla- ration that they were entitled to specific performance of the agreement constituted by the lease and the notice for the sale to them of the fee simple of the premises, and consequential relief on the footing of such declaration ; (2) if for any reason the agreement could not be specif- ically performed, damages against the estate of Mrs. Heather for breach of covenant; (3) in default of admission of assets by the exec- utor, administration of the real and personal estate of Mrs. Heather, and, so far as might be necessary, to follow her assets into the hands of the defendants Heather. Warrington, J. This is a n action for, first, specific performance o f a certain contract taken in the form of an option to purchase contain- ed in a lease ; s econdly, and alternatively, for damages for breach of that contract. The contract is not denied. The defences to it are pi^rely legal. The first defence is that, so far as it is an action for specific performance, it cannot be enforced because in equity, in which court alone specific performance can be granted, it creates an in- terest in the land, and that interest is void as infringing the rule against perpetuities. The action is defended, so far as it is an action for damages, on the ground that it is a contract which tends to bring about an infringement of the rule against perpetuities, and, therefore, cannot be enforced in a court of law any more than it could be en- forced in a Court of Equity in the way of specific performance. [His Lordship stated the facts, and continued :] Now first with regard to the claim for specific performance : If the co venantee had been an individual, and if the purpose for which the land jvns to he crmntf^fl linrl nnf been, as it is. a charitable purpos e — a point with which I shall have to deal directly — it is admitteJ that 49'3 RL'LE AGAINST PERPETUITIES (Part 4 a fter the decisions of the Court of Appeal in the case of the London a nd South Western Rv. Co. v. Gomm. 20 Ch. D T 56 2, and my ow n d ecision in Woodnll v. Cliff on ^ [10Q5| 2 Ch. 2j7. it would he j nipos-^ sible for this court to hold that that contract could be specificall yen- f orce cH It is said, however— and I propose to deal with this point first -^on"*the part of the plaintiffs that the purpose for which this land was to be conveyed was a c haritable pu rpose, and, therefore, notwith- standing the fact that the interest w^iich flie deed creates would in an ordinary case be void for remoteness, the object being charity, it would not be so void. I n my opinion no distinction can be drawn on that ground between this case and the ordinary case of a coiit ract w ith" an individuaT . Although the interest of the charity is created by the contract, it does not become effective until the happening of a future event, and it is the very postponement of its effectiveness which renders it obnoxious to the rule against perpetuities. In my judg- ment the case in this aspect of it is undistinguishable from the case of a limitation to an individual followed by a limitation to a charity, void because it is not to take ettect until a tune outside the limits of the rule against perpetuity. I think it is clear in that case the limita- tion would be void notwithstanding that it is a limitation to a charity. In the case of IhTe ijowen, [1893] 2 Ch. 491, it was decided by Stir- ling, J. — for this purpose it is enough to read the head-note — that "The principle established bv Christ's Hospital v. Grainger (1849) 1 Mac. & G. 460, and In re Tyler, [1891] 3 Ch. 252, that the rule against perpetuities has no application to the transfer in a certain event of property from one charity to another does not extend to cases where (1) an immediate gift in favor of private individuals is followed by an executory gift in favor of charity, or (2) an immediate gift in favor of charity is followed by an executory gift in favor of pri- vate individuals." The same principle is illustrated by a subsequent case of In re Lord Stratheden and Campbell, [1894] 3 Ch. 265. There the testator bequeathed an annuity of ilOO to be provided to the Central London Rangers, a volunteer corps, on the appointment of the next lieutenant-colonel. It was held, first, that that bequest was a charitable bequest ; and, secondly, that the gift was void because it infringed the rule against perpetuities. There, as in the present case, immediately on the death of the testator, just as here on the ex- ecution of the deed, the charity obtained an interest — that is to say, they were entitled if it were not void to this bequest ; but the bequest in that case, as the interest in this case, was to become effective only on the happening of a future event, wdiicli was too remote. It seem s to me that that case is a direct authority again st the contention of the plaintiffs, foundtjd Oil the ait4unreiit lllctt the covenantee in this ca se was'a'cliarityT' "" "^ 7 Contra: Hollander v. Ceiitial Metal Ca, 109 Md. 131, 71 Atl. 442, 23 L. R. A. (N.~^.) 1135 (where the lessee^s option to purchase was not even Ch. 2) INTERESTS SUBJECT TO THE RULE 493 Now I come to the s econd aspect of the action , in which it is a mere action at common Faw for d amages for breach of the contrac t. Would that contract have been void at common law? That is to say7 was it such a contract that a court of law would not entertain an action for damages for its breach? It is a contract to convey land to the purchaser upon the happening of an event which might occur at a more remote period than lives in being and twenty-one years after- wards. In the act of making such a conveyance there is nothing il - l egal — that is to say, if the covenantor chose in the year 1898 to con- vey this land to the corporation of Worthing she would have been performing a perfectly legal act. The act, therefore, which the cove- nant binds the covenantor to perform is not an illegal act. What alone is illegal is the limitation of land which is to take efifect at a pcruHl-LOo reiiioTe. How is it tn^ll LilUL LUliLidLl, wIiIlIi ism form a mere personal contract that the covenantor will do such an act, be- comes a limitation? In a court of common law it would not have that effect. So far as regards the jurisdiction in a court of common law, the covenantor might convey away the land notwithstanding the covenant. He might devise it ; he might allow it to descend, and the covenantee would have no means of getting the land either from the grantee or from the devisee or from the heir-at-law. The only right which the covenantee would have had in a court of common law would have been to recover damages. In a Court of Equity the covenant is held to afifect the conscience of the covenantor in such a way that he cannot convey away the land to any person who is in the same posi- tion as he is himself, that is to say, to a person who is not a purchaser for value without notice ; and by the operation of the doctrine of spe- cific performance the covenantee in a Court of Equity is regarded as having an actual interest in the land to which the covenant applies. In other words, in the contemplation of a Court of Equity, the con- tract, being for valuable consideration, is executed to the extent to which the interest, which ought under that contract to be created by the subsequent act on the part of the covenantor, is created by the covenant itself. Now there is no conflict between the doctrines of law and equity in this respect. The relief given in a Court of Equity is merely relief supplemental to, and in most cases more efifectual than, the relief given at common law, but there is no conflict between the doctrines of law and equity so as to compel one to regard this covenant merelv as creating a limitation upon the equitable doctrines. It remains since th e Judicature Act as it did before — it remains a common l aw con- tr act capable of being enforced In a court of com mon law without""" held by the lessee for charity) ; Blakeman v. Miller, 136 Cal. IBS, 68 Pae. 587, 89 Am. St. Rep. 120 (where a lessee for L'U years was given au option to purchase at any time within the term after 15 years, hut where the statu- tory rule against perpetuities made no allowance for vesting within any gross term of years). 494 RULE AGAINST PERPETUITIES (Part 4 ref erence to the laws of equity . Realizing that difficulty, the defend- ants are compelled to rest their case upon the contention that the con- tract, though not in a court of common law efifecting that which the law regards as against public policy — namely, the tying up of land for a period beyond that allowed by the rule — indirectly tends to bring about the same result. It is there that I join issue with the de- fendants. It seems to me that, rightly considered, the contract does not tend to bring about that result. It is quite true that the cove- nantor may if he pleases carry it out, and it may be to his advantage to do so, but he is not compelled to carry it out. It seems to me that that argument depends on this fallacy. It is not in my opin ion the contract which is void because it infringes the rule agains t perpetui- ti es, but It IS tti'e hmitation which, by the operation of the doctrin es of the Court of Equity, it is the efifect of the cont ract to create, that is void. The contract remains a valid contract in everyTiTspe ct, but i t is the limitation it creates in the contemplation of the Court of Equity, and it is that alone, which is void. It seems to me, therefore, that in principle there would have been in an old court of common law before the Judicature Act no defence to this action ; and further, that in this court also, since the Judicature Act, there is no defence, because for this purpose the court is sitting as a court of common law. Now, is there any authority which compels me to say that that opinion w^hich I have already formed on principle is not the correct opinion? I have been referred to three cases reported in 2 Vernon — a case of Freeman v. Freeman, 2 Vern. 233, a case of Jervis v. Bruton, 2 Vern. 251, and the case of Collins v. Plummer, 2 \'"ern. 635. The only one of those three which in any way helps the defendants is Jervis v. Bruton. The case is very shortly reported, and the report is in these terms : "John Morris settles land on his daughter and the heirs of her body, remainder to his own right heirs, and takes a bond from the daughter not to commit waste ; the daughter having levied a fine, and afterwards committing waste, the bond was put in suit." The only report of the judgment is this : "Per curiam. An idle bond, and decreed to be delivered up to be cancelled ; and like Poole's Case, cited in the case of Tatton v. Mollineux (1610) Sir F. Moore, 809, where a recognizance conditioned that the tenant in tail should not suffer a recovery, is decreed to be delivered up, as creating a perpetu- ity." It is very difficult to understand that. No reasons are given for the finding that it was an idle bond. There is a note which throws some light on it by the editor of the edition of Vernon's Reports which I have before me. It is edited by John Raithby, and that note states this : "The settlement was on the daughter in fee, and on her marriage with the plaintiff who had survived her were settled in trust to the use of the plaintiiif and his wife (the daughter of the said John Morris) for life, to the use of their heirs begotten by the plaintifif, and for default of such issue, to the heirs of the plaintifT; the plaintiff's wife died without having had any issue, and the decree declared that Ch. 2) INTERESTS SUBJECT TO THE RULE 495 the bond in question had been ill-obtained against the said plaintiff's wife, and that the plaintiff was seised in fee ; and decreed the bond to be delivered, and the defendants to pay costs at law (they having pro- ceeded on the bond) and in this suit."' It seems to me that that note throws some light on the report, and that the reason of the finding was not that which at first sight would appear to be the reason if one were to take the report by itself. But in the case of Collins v. Plum- mer, we have a case on the other side, which may fairly be set against Jervis v. Bruton, even if Jervis v. Bruton is to be regarded on the point which I have before me. In that case the head-note is this : "A. on his marriage settles land to the use of himself for life, then to the wife for life, remainder to the heirs of his body begotten on the wife, remainder to his own right heirs ; and covenants in the settle- ment not to bar the entail, nor suffer a recovery ; and having one daughter, to whom on her marriage he had given a good portion ; he suffers a recovery, and by will devises the estate to his daughter for life, and to her first 8zc. sons in tail, with remainders over. On a bill for a specific performance of the covenant, the court would not decree it, but leave the party to recover damages at law, for breach of the covenant." It is plain, therefore, that the court in that case did not hold the covenant to be void at law, because it is difficult to under- stand why, if the court had so held, it did not exercise the further equitable jurisdiction of granting an injunction to restrain proceed- ings at law on the covenant, when it refused specific performance. It seems to me that the court in that case regarded the covenant as a valid covenant at law, although it could not be enforced specifically in equity. Another authority which has been referred to is the case which I have already mentioned of London and South Western Ry. Co. y . Gomm, 20 Ch. D. 562. That was an action in equit y only to enforce a s omewhat sim ilar con tract to the present on e. It was an action, not brought against the covenantor or against the legal personal repre- sentative of the covenantor, but brought against the person in whom the land affected by it was then vested. It was, therefore, an action which could not have been brought at common law, and was capable only of being founded on the equitable doctrine of specific perform- ance. Kay, J., before whom the matter first came, said this, 20 Ch. 'D. 576: " A contract to buy or sell land and covenants restricting th e use of land though unli rfiited, are not void fonjierpetiiitv- In these latter cases the contracts do not run with the land, and are not bind- ing upon an assign, unless he takes with notice. They are not prop- erly speaking estates or interest in land, and are therefore not within the rule" ; and he held that the contract did not create an interest in the land. On that last finding his decision was reversed by the Court of Appeal ; but the Court of Appeal did not for a moment throw any doubt upon this — that the rule against perpetuities is a rule which is applicable to property and not a rule which is applicable to contract, 496 RULE AGAINST PERPETUITIES (Part 4 and that, but for the fact that what was sought to be enforced was an interest in land which had been created by the contract, the rule against perpetuities would not have had any reference to that case. It is quite true that the judges in the Court of Appeal did use expres- sions to the efifect that the contract was void, but such expressions as that must be taken to be used in reference to the facts of the case which was before them ; and they had not to consider any such ques- tion as that which I have to consider, namely, whether an action for damages at law could have been brought upon the contract. That some such idea was in the mind of the Master of the Rolls I think appears from the passage, where he says this, 20 Ch. D. 580: "If then the rule as to remoteness applies to a covenant of this nature, this covenant clearly is bad as extending beyond the period allowed by the rule. Whether the rule applies or not depends upon this as it appears to me, does or does not the covenant give an interest in the land? If it is a bare or mere personal contract it is of course not obnoxious tcTthe riile "but in flraT~ca."Fe~it TS'Tnrpossible^ fo' see hovv'the present ap^pellant can be bound. He did not enter into the contract but is only a purchaser fro m. Powell who d id. Ifjt is a mere personal con- tr act it can not be enf orced~against the assignee. Therefore the com-"" pany must admit that it somehow binds the land. But if it-binds the land it creates an equitable interest in the land. The right to call for a conveyance of the land is an equitable interest or equitable estate. In the ordinary case of a contract for purchase there is no doubt about this, and an option for repurchase is not different in its nature. A person exercising the option has to do two things, he has to give notice of his intention to purchase and to pay the purchase money, but as far as the man who is liable to convey is concerned, his estate or interest is taken away from him without his consent, and the right to take it away being vested in another the covenant giving the option must give that other an interest in the land." Then he goes on to decide that in that view, giving an interest in land, the contract is void or ineffectual ; but the Master of the Rolls in that case distinguishes b etween the personal contract and_that whi ch gives an inter est i n land, ancFTFls iiT thi^ l aTter lispec t_ only that he holds the contract to be void.'"" It seems to me, therefore, that, sittirig""here in this part of the action to administer the common law, I must hold that the cove- nant is a valid covenant, and that the plaintififs are entitled to recover damages for its breach against, of course, the estate of the original covenantor. It has been agreed on all hands that at the trial evidence should not be given as to the amount of damages, and I must therefore direct an inquiry as to the damages, and in default of admission of assets there must be the usual decree for administration of the real and personal estate of Mrs. Heather. Ch. 3) EESTRAINT ON ALIENATION 49( CHAPTER III THE RULE AGAINST PERPETUITIES DISTINGUISHED FROM THE RULE WHICH MAKES VOID RESTRAINTS ON ALIENATION. AND PROVISIONS REQUIRING A TRUSTEESHIP (OTHERWISE VALID) TO BE EFFEC- TIVE AT TOO REMOTE A TIME In re RIDLEY. BUCKTON V. HAY. (Chancery Division, 1879. 11 Ch. Div. 645.) Francis Ridley, by his will, dated the 8th of January, 1863, directed his trustees to invest a fund in the securities thereby authorized, and to stand possessed of a moiety of such securities upon trust to pay the interest thereof to his njece Alice Ridley for her li fe, and after her death, in trust for all and every the c hildren or child of the said Alice Ridley as should be livino: at the time of he r death, and the is- sue then living of such of them as should have died m ner lifetime, in equal shares, such issue to take their respective parents' shares; and in case there should be no child of the said Alice Ridley, or no child or issue who should attain a vested interest in the said moiety, then in trust for such person or persons as the said Alice Ridley should, whether covert or sole, by will appoint ; and in default of such ap- pointment in trust for her next of kin who should be living at the time of her death and such default or failure of her issue as aforesaid, according to the Statutes of Distribution. And the testator directed that his trustees should invest the sum of £4000 in the securities au- thorized by his will, and stand possessed thereof in trust to pay the interest thereof to his niece IMary Cooper during her life, and after her death upon the same trusts in favor of the children or issue or parties claiming under any will of the said ]^Iary Cooper in all re- spects as were thereinbefore declared concerning the securities be- queathed in trust for the children of the said Alice Ridle3^ And the testator, after making other bequests, proceeded as follovv's : "Provid- ed, also, and my will further is that the several legacies and bequests whether of income or principal hereby given to or for the benefit of any legatees, being females, shall be for the respective sole and separate use independent of and free from the debts, control, or engagements of any husband or husbands whomsoever, and that the receipts ol suth lalesPeop. — 32 498 RULE AGAINST PERPETUITIES (Part 4 legatees respectively, whether covert or sole, shall be good and sufficient discharges to my trustees, but not so as to enables uch legatees re- spec tively t o anticipate, charge, seTt;~and—dt5ptiSe7'or otherwise en- cumber sucli legacies aiid bequests, or the annual income thereof, or any part thereof respectively." The testator died on the 1st of May, 1863. In 1864 a decree was made for the administration of the testa- tor's estate, the plaintiffs being some of his next of kin, and the de- fendants the trustees of the will, who transferred into court a sum of i4200 5s. 2d. Consols representing the legacy bequeathed in favor of Mary Cooper, and the income of the fund was paid to her dur- ing her life. Mary Cooper died in 1878, having had eight children, six of whom died in her lifetime without having been married. The remaining two, daughters, survived their mother. They were born in the testator's lifetime and had attained twenty-one and married. Both their hus- bands were now living. This was a petition presented by the two married daughters by their next friend, praying that the fund in court might be paid out to them in moieties on their separate receipts. The husbands were made respondents to the petition. The question was whether the restraint on anticipation was void as transgre ssing the law aga inst perpetuities. ChittyTH. C, and (Jswaid, for the petitioners. We submit that the restraint on anticipation is void as infringing the rule against per- petuities though the remainder of the gift is good. The petitioners are, therefore, entitled to the fund absolutely, discharged from the restraint. [JESSEL, M. R. Why should a restraint on anticipation be void? It is only a mode of enjoyment.] It has been held that a restraint on anticipation in a gift or appoint- men t which may ij icludFunborqchildrenTs void, as b eing too remote : Armitage v. Coates, 35 Beav. 1 ; In re Cunynghame's SettlenientTXaw^ Rep. 11 Eq. 324; In re Michael's Trusts, 46 L. J. (Ch.) 651. [Jessel, M. R. The question is, whether a restraint on anticipa- tion is not an exception to the general rule against perpetuities and remoteness, following out the legal principle that property shall not be inalienable.] No exception has yet been allowed against the rule of perpetuities. [JessEL, M. R. The rule against perpetuities is that you shall not make property absolutely inalienable beyond a certain period. It is only a rule in favor of alienation.] In Thornton v. Bright, 2 My. & Cr. 230, Lord Chancellor Cotten- ham held that an appointment by a father under his marriage settle- ment to his married daughter for her separate use, without power of anticipation, was a good appointment to the extent of the separate use, and that decision was followed by Lord Hatherley, when Vice- Ch. 3) RESTRAINT ON ALIENATION 499 Chancellor, in Fry v. Capper, Kay, 163, where he held that the re- straint on anticipation was void and might be rejected, though the separate use might be sustained. [Jessel, M. R. The judges do not seem to have considered the real point. If a restraint on anticipation is an infringement of the rule against perpetuities, a father would be prevented from appointing to his children, under a settlement, in a way most beneficial to his daugh- ters.] If the rule is broken into at all, it is difficult to see where it is to stop. [JESSEL, M. R, The question is whether this is not to be the excep- tion to the rule. Why should not a father appoint to his daughters in a way most beneficial to them, that is, appoint in such a way that the daughters and not their husbands, who are not the objects of the settler's bounty at all, shall have the benefit? Th e restraint on antic i- pat ion was thou ght so beneficial that it brokelnto the general law agamst inalienability ; that is to say, all property was to be alienable exce pt a married w^oman^ ' " The a uthorities are certainly against a restraint on anticipat ion be- i n^ imposed upon a class of persons some of whom may possibly "Be unborn. ' ~~~ ' Whitehorne, for the trustees, referred to In re Ellis' Trusts, Law Rep. 17 Eq. 409, and Baggett v. Aleux, 1 Coll. 138; 1 Ph. 627. JessEL, M. R. The law upon the present point appears to me to be in an unsatisfactory state, and I hope it may eventually come to be considered by the Court of Appeal. This gift is, in efifect, t o a person for life, and t hen to her chil- d ren Jiving at her death ; daughters who are married women to taRe wit h a rest r aint on anticipation . The question is whether the gift is vo ia, or whether the restraint alone is void_ andthe gift is good. Now', it is necessary to consider what the meaning of a restraint on anticipation is, for with the exception of a single observation in one of the authorities, to which I will refer presently, the point does not seem to have been discussed at all. In the first place, the law of this country says that all property shall be alienable ; but there has been one exception to that general law, for restraint on anticipation or alienation was allowed in the case of a mar- ried woman. That was purely an equity doctrine, the invention of the Chancellors, and is, as I have said, an exception to the general law which says that property shall not be inalienable. That exception was justified on the ground that it was the only way, or at least the best way, of giving property to a married woman. It was considered that to give it to her without such a restraint would be, practically, to give it to her husband, and therefore, to prevent this, a condition was al- lowed to be imposed restraining her from anticipating her income, and thus fettering the free alienation of her property. That ground I must assume to be correct. The result, therefore, was 500 RULE AGAINST PERPETUITIES (Part 4 that the exce ption to the s^eneral law was in favor of maiT ie(l,wnm^n, to enable them to enjoy their proper ty- Then there was another rule, also invented by the Chancellors, in analogy to the common law. That was an invention of a different kind from the other, and was this time in fSsyor of alienation and not against it. The law does not recognize dispositions which would practically make property inalienable forever. Contingent remainders were intro- duced, which had the effect of rendering property inalienable. The doctrine of contingent remainders was discussed by the Chancellors, who held that a remainder depending upon what was called a possibility on a possibility was contrary to the common law. That was a whole- some rule, only it was considered that it did not go far enough. The result was that the C hancellors es tablished this rule in favor of aliena - ti on, that property^could no t_ ^eti ed up longer than for a lif e in be- in g and twe n ty-one years after. 'li} at is called the rule^ againsJ:. per- petuities. This rule, therefore, was established directly m favor of alienation : it merely carried out the principle of law that property is alienable. Similarly in the case of executory interests, the law put a limit or fetter upon the testamentary power. The theory of both rules is, however, the same, namely, that property is alienable, though it may be made inalienable to a certain extent and in a peculiar way. The question is, whether the restraint on alienation should not be allowed within certain limits under the one rule as well as under the other. The first exception is a clear and manifest exception to the general law, which says that property shall be alienable; the question is, whether there should not be a similar exception to that branch of the general law which says that property shall not be inalienable be- yond a life in being and twenty-one years after. But this question does not appear to me to have been well weighed or considered. Take the case of an ordinary marriage settlement, where property is settled for the benefit of the husband and wife and then on their children as they shall appoint. They have sons and daughters. If the exception applies to the rule against perpetuities, they may ap- point to such daughters with a restraint on anticipation. If, on the other hand, the rule against perpetuities is to prevail, they cannot do so; that is, they cannot appoint the property to the daughters in such a way as to give them the actual benefit of it, though in the case of the sons they can do so. This is one instance of the inconvenience which follows from holding that a daughter in such a case cannot be restrained from anticipation during coverture. Now it is remarkable that the decision of Lord Cottenham in Thorn- to n V. Brig ht seems to have been to the other eft"ect. The point, I /'agree, was not argued, but we cannot imagine that the very eminent counsel who argued the case, and the very eminent judge who decid- ed it, overlooked the point. And in F ry^y. C apper, where there was an appointment under a marriage settlement to a daughter for her separate use, without power of anticipation, Lord Hatherley, when Ch. 3) RESTRAINT ON ALIENATION 501 Vice-Chancellor, in referring to Thornton v. Bright, said, "The ap- pointment was decided by Lord Chancellor Cottenham to be a valid exercise of the power. Therefore, independently of principle, it would be difficult for me, after that decision, to hold this appointment to be bad." Lord Hatherley accordingly held that the appointment was not void as fettering the propert)' beyond the legal limits, but that the re- straint on anticipation might alone be rejected. Since those cases there have been further decisions with which I am not satisfied, but which, nevertheless, sitting here as a judge oFhrst m stance, 1 am not at lib- erty to disregard. The point came before Vice-Chancellor James in In re Teague's Settlement, Law Rep. 10 Eq. 564. There a widow, who had under her marriage settlement a power of appointment amongst the children of the marriage, e xecuted the power by giving a share of the settlement fund to a married daughter for her separat e use, without power of anticipation , and the Vice-Chancellor held that the re stramt on anticipation only was void, but that the remainder of th e appointm ent was good . I must say the Vice-Chancellor's judgment is v ery un satistactory to me, because he gives no_reasons, and he does not consider what the effect of a restraint on anticipation is. It was argued by Mr. Hardy that the restraint on anticipation was good, and he says, 'Tt cannot be said that the rule would have been infringed if Mrs. Teague had put this restraint upon her daughter for twenty-one years and no more ; then what reasonable ground is there for not extending the protection to the daughter throughout her mar- ried life?" He must have meant by that what I have already ex- pressed, that the object of the restraint was to give the daughter the actual benefit of the appointment. Then the Vice-Chancellor, after referring to Fry v. Capper as a decision in point, says, "I think it is impossible to hold that the rule against perpetuities can be abrogated in the way which has been suggested.*' That is practically the whole of the Vice-Chancellor's judgment. The answer to that is. You do not want to abrogate the rule ; the ques- tion is, whether the restraint on anticipation is not an exception, not merely to the particular rule, but an exception along the whole line, so to speak. The Vice-Chancellor really gave the go-by to the point. Then the point came before Vice-C hancellor Malins in In re Cunyng- h ame's Sett lement, — the same point exactly" There, under a marriage settlement, the nu s_band ap point ed the fund to the separate use of a mar ried daughter, with a res _tr aint on anticipat ion, and it was held that the a ppointnient to the se parate use was valid, but that the restrain t on anticipat ion was void as being too remot e. ~ Now all the Vice-Chancellor says is this : "I am of opinion that, upon principle, this is an invalid exercise of the power so far as it restrains alienation." Then, after referring to the authorities I have already mentioned, he says, "I should have arrived at the same de- cision in the absence of authority, but the cases I have referred to confirm me in the opinion that the restraint on alienation is not with- 502 RULE AGAINST PERPETUITIES (Part 4 in the power." The whole argument of his judgment was, that it was a restraint which might extend beyond the limit, and was therefore void, but he did not consider whether, though extending beyond the limit, it was not an exception to the general rule. Therefore he really did not consider the point at all. Then the last case is that of In re IMichael's Trusts, before Vice- Chancellor Hall, who referred to a dictum of Lord Romilly's in Armi- tage V. Coates, and his only judgment, as reported, was that he thought Armitage v. Coates applied to the case before him, and made the order as prayed. So that nptj^ne- of the judg es-appganto m^-to Jiave co nsider ed th^ real poi nt, namely, wh ethera restriction on alienati on, such as the re is in"tHej3r eser<' ^a^p is 'vaTid ^ I ca miot^ however7~c[o otherwi se tha^i foK ow^eir decisions, though but for them my judgment would have been to the opposite effect/but I think thTpoint iS^opgiTlor the ^^ourt of AppeaTT"" " The order will, therefore, be as prayed.^ SLADE V. PATTEN. (Supreme Judicial Court of Maine, 1878. 68 Me. 380.) ApplI^Ton, C. J. This is a bill in equity, brought in pursuance of the provisions of R. S., c 77 , § 5, by the complainants claiming under the will of George F. Patten, to obtain the construction of the same. All having an interest in the question to be determined have been made parties to the bill, and have entered an appearance. The will is in these words: "I give, devise, and bequeath, all and singular, my estate, real and personal, as follows; that is to say, to each and all my children an equal part or proportion of all and singular my property, viz. : To Catherine F. Walker, Hannah T. Slade, wife of Jarvis Slade, James T. Patten, Statira Elliot, wife of John Elliot, Paulina Tappan, wife of Winthrop Tappan, Augusta Whittlesey, wife of Eliphalet Whittlesey, and George M. Patten, o ne seventh part to each of the m and their he irs, with the proviso, that the parts and pro- portions heT'eby devised and beq ueathed to Cathe rine F. Walker, Statira E piot. Paulina/Tappan a nd Au gusta Whittlesey and thei r heirs^ instead of passing intotheir hands, is to go in-o the hands of James Slade, of New York, and George M. Patten, of Bath, whom I hereby appoint tr^LsJte£s, to hold, manage and dispose of said parts, and the property received therefor, for the use and benefit of said Catherine F. Walker, 1 Observe, however, that if some of the m arried woraenwhose_s^aT2i&. est ates are subject to th e restr aint on r^iieiuilioil tfl'^ in oj^lSeT tT^glt estatoPs theiFTnt erc n t D. H e rb e rt v. ^W^b)iter,-JILX:kr--I»r--Gi f) (l - ^ i-^ O) ; "^tgHre^erneley's Trust s; L. K r-tl902] 1 Ch. 54.''.; In re Ganio. T,. It. [1907] 1 Cli. 276. Com- pare with Wilson v. Wilson, 28 L. J. Ch. (N. S.) 95. Ch. 3) EESTRAINT ON ALIENATION 503 Statira Elliot, Paulina Tappen and Augusta Whittlesey and their heirs, ac cording t o ili i ! disci tLi o n of paid truotocs. -^ ~ it is apparent that the't^stator intended to treat all his children with perfect equality, giving "to each and all his (my) children an equal part and proportion of all and singular his (my) property ;" and, while he placed "the parts and proportions" of four of his daughters in the hands of trustees, the trustees were "to hold, manage and dispose of said parts, and the property received therefor, for the use and benefit" of his said daughters and their heirs. True, it was to be according to the discretion of the trustees, but that discretion related solely to the holding, managing and disposing of these parts. There is no pro vision f or the termination of the trust estate. It continues for the heirs of thp dn mrlitfft^ nrnripd. equally as for the daughte rs. ' ~~- i rThe tru stees are toh old the estate for the Tbur daughters a nd the hei rs of the d aughters, fhen_the jrust is void _as_cr eating a perpetuity ! But it has been argued that the intention of the testator was that the" trust, as to each of his daughters, should cease as to such daughter and vest in the children of such daughter. But this is against the express terms of the will, by which the trustees are to hold the estate "for the use and benefit" of the four daughters named "and their heirs." The trust is as much for the heirs of the daughters as for the daughters. The will makes no provision for the termination of the trust at the death of the daughters or their heirs. It continues as much for the latter as for the former. The devise is one^and- indivisi- ble to the trustees to hold, jmanage and dispose of, forJJifLjJse and benefit ot the daiigHersandt heiFTieirs. In no legal sense can the" daughters be^d^med^TheTirsttakers, and the trust valid as to them and not as to their heirs. But assuming it to have been the testator's intention that on the decease of his daughters their respective shares should go to the heirs of such daughters in fee simple, still, this would create a perpetuity, because it was possible, that they might have heirs unborn at the testa- tor's death and in whom the estate would not vest within lives in being and twenty-one years and a fraction afterwards. "This rule is imperative and perfectly well established. An execu- tory devise, either of real or personal estate, is good," observes Mer- rick, J., in Fosdick v. Fosdick, 6 Allen (Mass.) 41, "if limited to vest within the compass of a life or lives in being, and twenty-one years afterwards ; adding thereto, however, in case of an infant en ventre sa mere, sufifiicient to cover the ordinary time of gestation of such child. But th e limit ation, in order to b^ valiclj must be so made th at the p?^ -^ tate, or whatever Is devised~or bequeathed, not only m ay, but m ust necessarily, vest within the prescribed period. If by any p ossibi lity the vesting- may be postponed beyond this period, the limitation over will be void." In any view of the trust, therefore, it must be deem- ed void, as~creating a perpetuity. 1 Perry on Trusts, §§ 381, 382, 383. Here, in the first instance, there was an absolute gift to the daugh- 504 RULE AGAINST PERPETUITIES (Part 4 ters and their heirs. Upon this gift a limiting or restrictive clause was attempted to be grafted, which, it has been seen, was void. The first gift remains in full force, if the attempted qualification becomes in- effectual . The presumption is that "the testator intends the prior ab- solute gift to prevail, except so far only as it is efifectually superseded by the subsequent qualified one." 1 Jarman on Wills, § 257. "When- ever there is a limitation over," remarks Alerrick, J., in Fosdick v. Fosdick, 6 Allen (Mass.) 41, 43, "which cannot take efifect by reason of its being too remote, the will is to be construed as if no such pro- vision or clause were contained in it ; and the person or persons other- wise entitled to the estate or property will take it wholly discharged of the devise, bequest and limitation over. Sears v. Russell, 8 Gray [Mass.] 86, 97; Brattle Square Church v. Grant, 3 Gray [Mass.] 142 [63 Am. Dec. 725]." The conclusion is that the trust for the daiiglit^rs is void_as creating^ a perpetuity, and the absolute gift remains. It is obvious that there~are no wo rds ojjnheritance jn thetrustees. But that cannot be deemed material. Courts of equity do not permit" a trusTtoTall for want of trustees'."" Their tenure is to be determined by their powers and duties. "The intent of the parties is determined by the scope and extent of the trust. Therefore the extent of the legal interest of a trustee in an estate given to him in trust is measured, not by words of inheritance or otherwise, but by the object and ex- tent of the trust upon wdiich the estate is given. On this principle two rules of construction have been adopted by courts ; first, when a trust is created, a legal estate sufficient for the purposes of the trust shall, if possible, be implied in the trustee, whatever may be the limi- tation in the instrument, whether to him or his heirs or not; and, second, although a legal estate may be limited to a trustee to the fullest extent, as to him and his heirs, yet it shall not be carried further than the complete execution of the trust requires." 1 Perry on Trusts, § 312. Courts will im ply an estate in the trustees , t hough no estatei s_ given th e m in words, to carry into effect the intention ot the paftiesTThe absence of words of inheritance in the trustees would not be held to limit the duration of the trust to their lives, if the trust were a valid one. But the trust being void, for the reasons already given, the estate of the trustees must cease ; as no provision has been made for a trust which could be carried legally out. The devise to Mrs. Elliot differs from that to the other daughters. The provisions of the will as to her stand thus: First, there is a de vise to he r and her heirs . Then a trust is interposed , which wc have sec"n is void, followed by the f ollowlng^ lause : " In case that Statir a Elli ot should die before her husband aiij l leave "no children. 1 will that her part, after the expiration of six ye ars, be transferred by the trustees over to the~l?5rties of the ot her "siSTlie ir s, and to be equally divided between thenTl" " Ch. 3) RESTRAINT ON ALIENATION 505 Leaving out of consideration the trust as void, there is first a gift to her and her heirs, but in case she dies before her husband leaving no children, then over. This is as if he had said to Statira Elliot and her children, but in case she dies leaving no children, then over. The doctrine is thus stated : "When a testator in the first instance de- vises land to a person and his heirs, and then proceeds to devise over the property in terms which show that he used the word heirs in the prior devise in the restricted sense of heirs to the body; such devise confers only an estate tail, the effect being the same as if the lat- ter expression had been originally employed." 2 Jarman, 238. "If, therefore," remarks Shaw, C. J., in Ni ghtingale v. Burrell, 15 Pick. (ISIass.) 104, "an estate is devised to A. and his heirs, which is a fee : andi t^^is afterwards provided that it A. die without issue, then over , th is reduces it to an estate tail by implication . The law implies that by 'heirs' in the first devise, was intended heirs of the body, and it also implies from the proviso, that it was not the intent of the testator to give the estate over and away from the issue of the first devisee, but, on the contrary, that such issue should take after the first devisee." Parkman v. Bowdoin, 1 Sumn. 367, Fed. Cas. No. 10,763. The cases cited by the counsel for ]\Irs. Elliot lead to the conclusion that she would be entitled to an estate tail in the real estate . But the words which will create an estate tail when applied to real estate, will give an absolute interest when applied to oersonaltY- "The same limitation under the English law, which would create an estate tail if applied to real estate, would vest the whole interest absolutely in the first taker if applied to chattels." 4 Kent Com. 283. Hall v. Priest, 6 Gray (:^Iass.) 18, 22. Such might have been the legal rights of Mrs. Elliot had there been no attempt at creating a trust estate, but this provision cannot be eliminated from the will. It is there. If the trust is void as to one daughter, it is void as to all. Equality among the children is the rule. It \vas not the intent that three daughters sho uld_ have an absolute es tate in their sli ares and the tourth_ to have an interest only for life_; Now to set aside the trust as to three of the daughters and giving such a construction to the will as would give Mrs. Elliot a life estate only in case she survived her husband, thus limiting her only to her in- come, so that the estate may be kept intact to meet the contingency of her dying and leaving no children, would be the making a will the testator never made and defeating his manifest intent of giving "to each and all his (my) children an equal part and proportion of his property." - If the trust was void from the beginning, then those named as trus- tees never held any of her property as trustees to be transferred to the heirs. 2 See Bigelow v. Cady, 171 111. 229. 48 N. E. 974, GP, Am. St. Rep. 230. 506 RULE AGAINST PERrETUiTiES (Part 4 The result is that the trust as to the daughters is void ascreatinoL a p erpetuity; and, as it is the m anifest intention bt the testator to di- vi dehis pstnte eqn ally among ; - his children, the' 515ecial clause as to Mrs. E fliot is so connected w ith and dependent upon the trust clause, that if tha t fails this fails with it, and, as they liola tne estate de\ased 'as an--^l2g7Ti1irt^o-;f|-, gn f -gually dnpg ^lip. 'According to the true construction of the will of George F. Patten, it is declared : I. That the trust attempted by said will to be vested in the com- plainants is wholly void. II. That the children of Catherine F. Walker, deceased, are entitled to receive payment, delivery and conveyance of a share, to wit : one fourth of the principal and body of the estate in the hands of the complainants, to the use of themselves, their heirs and assigns for- ever, absolutely and free of all control from the complainants. III. That said Statira, Paulina and Augusta are each entitled to re- ceive payment, delivery and assignment of a share, to wit: of one fourth of the principal and body of the said estate in the hands of the complainants, each to the use and behoof of herself, her heirs and assigns forever, free from the control of these complainants. IV. That these complainants may and shall pay, deliver and assign to said Statira, Paulina and Augusta, and to the children of said deceased Catherine, any and all of the principal and body of the es- tate in their hands to the use of said Statira, Paulina, Augusta, and to the heirs and assigns of each forever, and to the use of the heirs of said Catherine, their heirs and assigns, their respective and several shares, free from the control of the complainants. And it is ordered and decreed that the costs of the proceeding be charged upon the estate of Statira, Paulina, Augusta and the heirs of Catherine. Walton, Barrows, Danforth, Virgin and Libbey, JJ., con- curred.^ 3 Compare Pennsylvania Co. v. Price, 7 Phila. (Pa.) 4.65 (1870) ; Winsor v. Mills, 1.57 Mass. 362. 32 N. E. 3-52 (1892) ; Lawrence v. Lawrence, 4 W. Austra. L. R. 27 (1901) ; Williams v. Herrick, 19 R. I. 197, 32 Atl. 913 (1895) ; Howe V. Morse, 174 Mass. 491, 55 N. B. 213 (1899). Tn the absence of a^ statute expressly pe rmittin g It, a triis t for the per- petual care of the testato r's cemetery l ot has bee n held "v^&itT: MasoiT^. Bloomington Library Ai?5'n7 237 111. 442, 8«J M. ET l(>44rT^~tS:nn. Cas. 603. See, also, cases cited in Ames' Cases on Trusts (2d Ed.) p. 201, note 1. On the other hand, where the trust is for the care of a cemetery lot or other object and where there is no cestui que trust, and the trust is limited to con- tinue/or not to exist**5Ives in bein^' in 21 years from the creation of the in- terest, the trust is valid and may be carried out by the trustees. Mussett v. Bingle, W. N. (1896), p. 170; Angus v. Noble, 73 Conn. 56, 46 Atl. 278; Leonard v. Haworth, 171 Mass. 496, 51 N. E. 7 ; Pirbright v. Salwey, W. N. (1896) p. 86. See, also, cases cited in Ames cases on Trusts (2d Ed.) p. 201, note 2, and "The Failure of the 'Tildcn Trust,' " by J. B. Ames, 5 Harv. Law Rev. 389, 397, et seq. Ch. 3) RESTKAINT ON ALIENATION 507 PULITZER V. LIVINGSTON. (Supreme Judicial Court of Maine, 1896. 89 Me. 359, 36 Atl. 635.) Agreed statement. This was an action of covenant broken, submit- ted to the law court on an agreed statement of facts which are found in the opinion. FosTr.R, J. More than forty years ago certain persons residing in England and France were the owners in fee of large tracts of real es- tate in America, particularly in the States of Maine, New York, Penn- sylvania, and the District of Columbia. These estates had formerly been the property of their ancestor, William Bingham, of Philadelphia, and from whom the title descended, the "Bingham Estate," so-called, embracing t wo million two hundred thousand acres in the State of Maine alone. TEes^ large landed estates were principally wild and un- inipfovecCand required the management in this country of representa- tives of the owners. Considering the large and increasing number of persons who jointly owned these estates and the distance of their residence from the same, provisions for the sales and conveyances by letter of attorney were inadequate, because of deaths frequently occurring among those who were the owners, and of the necessity of purchasers inquiring and taking the risk of the correctness of the information as to the continuance of the lives of the parties executing a letter of attor- ney. On July 18, 1853, three-fifths undivided of this property were vested in the following named persons : William Bingham Baring (Lord Ash- burton), Henry Bingham Baring, Frances Emily (Baring) Simpson, William Frederick Baring, and Anna Maria Helena (Countess de Noailles), and on that day these persons executed a deed of trust of their undivided three-fifths of the property to Joseph ' Reed Inge'rsoU and John Craig Miller, as trustees. The other two-fifths of the property were vested in William Baring de Lotbiniere Bingham, who on the 12th day of August, 1862, exe- cuted a like deed of trust of his undivided two-fifths of the property to the same persons, as trustees. These owners, for the more convenient management of their prop- erty in this country, conveyed it to these trustees by the foregoing deeds, and upon substantially the following trusts, as therein ex- pressed : (1) To let and demise the real estate; (2) to invest and keep in- vested the moneys and personal estate, with power of sale and rein- vestment; (3) to collect and receive the rents and income of the real estate, and the interest and income of the personal estate ; (4) to remit the net income to the parties or their legal representatives, according 508 RULE AGAINST PERPETUITIES (Part 4 to their respective rights and interests therein, or otherwise to apply and dispose of the same as the parties or their legal representatives should from time to time direct. The following powers were therein expressly conferred upon the trustees, viz. : To grant, bargain, sell, exchange, and absolutely dispose of in fee simple, or for life, or lives, or for years, or for any other es- tate, all or any part of the real estate, and to make in due form of law all such deeds and conveyances as might be necessary to carry the sale into effect; to remit the proceeds of such sales after deducting ex- penses, to the parties or their legal representatives, according to their respective interests therein, or to otherwise apply and dispose of the same as the parties or their legal representatives should from time to time direct ; to raise by mortgage of the premises or any part thereof, such sum or sums of money as should be requested by the parties, or such of them as might be entitled to any beneficial interest in the prem- ises; to appoint by deed successors with all the powers of the trus- tees originally named; and finally it was expressly provided that it should be l awful for the pa rties r esj^ectively, "an d thej j: -rp.si:)ective ^- gal representatives, at any time or timesnereauer. by any writing or writings uncIerTheir respective hands and seals, and attested by two or more credible witnesses, to alter, change, r f^^rnl-p.^ annn], gpd destroy al l and every the trusts h ereby created as respects their respective shares and interests in the premises, and to declare, direct, and appoint such other uses and trusts, if any, concerning their respecti\'e shares and in- terests in the said trust estate, or any part thereof, as they shall re- spectively choose or think proper, anything herein contained to the con- trary notwithstanding." New trustees were from time to time nominated in accordance with the provisions of the deeds in relation to successors to the original trustees, and on September 14, 1882, the then trustees, Charles Willing and Phineas Pemberton Morris, conveyed the particular property in- volved in this action to ]\Iay W. Bowler, of Cincinnati, Ohio. On October 4. 1886, May W. Bowler conveyed the same to the defendant, and on May 30, 1894, the defendant conveyed the same by warranty deed, with full covenants, to the plaintiff. The plaintiff has brought this action for a breach of the defendant's covenant contained in her deed to him that the property is "free of all incumbrances," alleging an outstanding title in fee in those persons who executed the trust deeds, or their heirs or assigns, as a breach of that covenant. And as a part of the same transaction with the deed from defendant to the plaintiff, the defendant executed and delivered to the plaintiff' a special covenant that those grantors in the trust deeds had no right, title or interest in the property that could be maintained in any proceeding in the courts of this State as against the title con- veyed by her to the plaintiff, and a breach of this special covenant is also alleged in this action. Ch. ?,) RESTRAINT ON ALIENATION 509 The land involved in this action is situated at Bar Harbor, and com- prises about fifteen acres with the buildings thereon. The purchase price between the plaintiff and the defendant was $90,000, and since the conveyance over $100,000 more have been expended in improve- ments. The rights of the parties depend upon the legal effect to be given to the trust deeds of July 18, 1853, and August 12, 1862, the plaintiff claiming that these deeds are not legally sufficient to divest the grantors of their title m t lie prop ert y; that there w ere futvtre estates^and Jnter^ ests~so hmited therein that they offend against those rules of law which prescnbe jind limitjt he_period within which future estates and^mteresfs mu st Hecessarily ves t; anH thatTliese deeds beiiig~\''oid no title ever passccTto the trustees but still remains in the grantors, or their heirs or assigns. The ground upon which the trust is attacked, and the court asked to declare it void, is that the terms of the trust violate that rule of law known as the Rule against Perpelull ics. It is necessary in order to determine whether the trust is objection- able, to consider just what the rule is, and what is its object and pur- pose. T he rule aga inst perpetuities was.estaJblislie d to preve^nt po s^ji iortem control of property. TfTorbids the c reation of estates which are to vest, orTome into being' upon a remot e^^ntingencyT^d where^ the vestin g of an estate or interest is thereby unlawfully postponed. It i ^ cuiiLiaiy Lu ^tlie'poIicY ot thj Jla:w-lliat "tHerF sIioilJd be any out- standing titles, estates, or powers by the e xistei ice, operat ionror exer- cise ot w^hi ch at a period o f time be3 ^on d iTves in being , an aT\r e ii ly ^obc yea rs~and a frac tion thereafter, the complete and unfettered en joyment of an estate M-i tli all t EeTights,~pnvileges. and powers i ncident to own- ersliip_ should be qualified or impedejj . When this is the case, as the court say in Philadelphia v. Girard's Heirs, 45 Pa. 26, 84 Am. Dec. 470, they are called perpetuities, not because the grant or devise as written w ould actually make them perpetual, but because thev transgress the li mits which the law has set m restraint of .grants or devises that tend to a per])etual suspension of the title or of its vesting or, as is some - tim es with less accuracv expressed, to a perpetual prevention or r e- st raint upon alienat ion. Tills rule of restraint upon alienat ion has frequently been confound- ed with the r ule against perpetu ities. They are, however, separate and d istinc t rules, although their object is one and fbe satp e, — the preven- tion of property being taken out of commerce, locked up, or so held that it cannot be conveyed. It is important therefore in the consid- eration of cases to bear in mind that the two rules are independent and distinct. Gray on Perpetuities, § 236, thus speaks of the two rules: "There are two distinct rules of law by the joint action of which the t>'ing up of estates is prevented : (1) Estates cannot be made inalienable. 510 RULE AGAINST PERPETUITIES (Part 4 (2) Future estates cannot be created beyond the limits fixed by the rule against perpetuities." The rule against perpetuities concerns only remote future and con- tingeliFFStates and interestsr It appliesJe^uall3rt( rTegal"^hd equitable estat es, to jnstru ments ' executmg powers, as well as to other instru- ments! Duice of iNortolks Uase, i VernT 164 (3^hrCasT48)T^ Gray oiTRule against Perpetuities, § 411. A limitation that is valid in the case of a legal estate is valid in the case of an equitable estate. If an equitable estate, as for instance a trust, is so limited that it creates a perpetuity, a similar limitation of a legal estate equally creates a per- petuity. Goddard v. Whitney, 140 Mass. 100, 3 N. E. 30; Kimball v. Crocker, 53 Me. 266; Ould v. Wash. Hosp., 95 U. S. 303, 312, 24 L. Ed. 450. Whatthe n is a perp etuity ? It is a grant of property wh erein the vesting of an estate or interes t is unlawfully postponed. The law allows_thevestingof an estate or int^rest^_^J3£L also the ^ power of alienation, to be postponec period of a life or l ives in being~aiT^ jb\\^enty ^-oneyeaFs _arK thereafter; anH aH restraints Jipon^jhe yesti^^ that m ay suspend it beyond thaJtjjeriod axF'treateda perpetual restraints and^ void, estates' or jnterests which a^edependent^onjthem are void. " Not hmg is denounced as a perpetuity thaT^does nottransgres'sThis rule, and equ ity lo llows tHTs ruleby'way'of analogy in dealing with executory trusts analHose trilsTs which transgress the rule^re'called^r ans'gre s- siv£_trusts, ' being in equity the substantial equivalent of what in law are called perpetuities. Feame on Rem. 538 n. "But the limitation, in order to be valid, must be so made that the estate or whatever is devised or bequeathed, not only may, but must necessarily, vest within the prescribed period. IfJiy_any_possibility__Uie v^^^ be post- poned^beyond this per iod, the limitation oyer will be void?' Fosdick V. Fosdick, 6 Allen (Mass.) 41 ; Brattle Square~T!HurcB~V. Grant, 3 Gray, 142, 63 Am. Dec. 725. Lewis in his work on Perpetuities gives the following as an accurate definition^of__aperpetuity : "A perpetuity is a f^itur e limitatio n, j u^hether ex ec utor}^ or b y_way of remaihderT^d of eith er real or personal property, 'wliic h is not to vest unti l aft er the_ex£iratTorrTjf7'or wilTnot necessarily ve st wi thin, the period fixed and pjescrib ed/bv law~For t he~creatiQn of futur e~esFate s_and^interests, andwhic h is not de structible by th e^ersons for the^ time being entitled to the propertys ubject to the futureTJinjtation, ex cept witfi^he c oricnr- ren( ^e oF the^lndrvi dual interested under that limitati ^m." The rj.ile against perpetuities has no applicat i'^ri tr> y^^stfrl C^j^^^^^^^'^'' interests. " Gray on Perpetuities, § 205. It co ncerns itself onl y witR~ the vestin g, the c ommen riti p- of estntes, and not at all w ith their termi- nation! It niak es no difference w hen such a vested estate or interest Hmited terminates. Routledge v. DorrTl72 Ves. jr.~3^6l Evans v. WaTIcefr3XhV Div. 211; Hampton v. Holman, 5 Ch. Div. 183; see 14 Ch. 3) RESTRAINT OX ALIENATION 511 Am. Law Review, 237. When an estate or interest vests in a per- son he is the owner and can ahenate it. Fosdick v. Fosdick, 6 Allen (Mass.) 41 ; Kimball v. Crocker, 53 Me. 266 ; Merritt v. Bucknam, 77 Me. 258; Seaver v. Fitzgerald, 141 Mass. 401, 6 N. E. 73. Examined in the light of the foregoing rules and principles, we are ^-^ unable to discover wherei n the deeds in question offend the rule agains t L_^ pe rpetuitie s. Ihe tru stees took th e le gal estate. The beneficial or equita ble estate was rese rved to t he grantors and their representatives. All interest sjegal a n d equitable ~vv^^re_ vested. "^^o tTTing was p'osTponed. The~"Beneficial enjoyment of the estate absolutely and unqualifiedly vested in tlie persons who, prior to the delivery of the deeds, held the legal title. Each of these persons as the owners of the equitable es- tate, after the deeds were delivered, possessed over his own equitable interest t he same powe r of sale, conveyance, devise, and disposition, as prior to the deeds he had over his undivided interest in tlre-iegal estate? Upon the exercise ot~3JTy' oi these powers. The person~in whose favor it might be exercised would become fully possessed of such equitable and beneficial interest. The trustees as the holders of the legal title, during the continuance of the trust, have the fullest pow- ers of sale and conveyance, so that the alienation of the property is absolutely unfettered. The owners of an equitable estate, Hke the owners of a legal estate, can alienate or assign their interest. There is nothing in these deeds that prohibits this. By an examination of the deeds of trust it will be perceived that neither the rules, nor the reason of the rules, have been transgressed. The land is as alienable, in legal contemplation, as if the deeds had never been executed. No pro- vision is disclosed looking to any future, contingent or remote estate, which, springing into being in future would hinder free alienation by imposing a clog on the title which those now vested with the present title and possession could not remove. But there is another point which is fatal to the plaintiff's contention that these trust deeds are obnoxious to the rule against perpetuities. (^^ This rule does not apply to interests which though future are des truc- ti ble at the mere will and pleasure of the present owner of the property . "A future estate which at all times until it vests is in the control of the owner of the preceding estate, is, for every purpose of conveyancing, a present estate, and is therefore not obnoxious to the rule against per- petuities." Gray on Perpetuities, § 443. The author clearly points out in sections 140 and those that follow, that a perpetuity is an in- destructible interest, and while he shows that it has another artificial meaning, or "an interest which will not vest till a remote period," yet in all his illustrations he shows clearly that interests which are destruc- tible are not perpetuities. This doctrine is laid down by Chief Justice Gibson in Hillyard v. ]\Iiller, 10 Pa. 334, wherein he cites with approval the definition of a perpetuity as given by Lewis, and also in Mifilin v. Mifflin, 121 Pa. 205, 15 Atl. 525. In the latter case, the court, in 512 RI'LE AGAINST PERPETUITIES (Part 4 considering the provisions of certain deeds which were claimed to be inoperative because of the rule against perpetuities, uses this language : "P ut the estate of Mrs. M ifflin was neither inalienable nor indestructi- ble. It was entirely withiiTher poweFtonjecome the owner in fee of the estates g ranted and to tot air>^ctefearany_ulte rior limitations. It pfoW^d notrrTng^to say she did not exercise her power and that therefore the situation is the same as though she never had the power. For certain purposes and in certain cases that, of course, is true. But in consider- ing merely the application of the rule against perpetuities, it is not true, because t hat rule requires t hat the estates in question should b e inde- stru ctible, and an estate which can be destroved by the perso rTl^lTO" hol Hs it for the tim e beings is not indestruct ible." "So in another recent case in Pennsylvania the court say: "Aside from this it was competent for all the parties in interest at any time to defeat the power and to take the property discharged thereof ; under these circumstances, we cannot say that the trust created a perpetuity." Cooper's Estate, 150 Pa. 576, 24 Atl. 1057, 30 Am. St. Rep. 829; Lov- ering v. Worthington, 106 Mass. 86, 88 ; Bowditch v. Andrew, 8 Al- len (:\Iass.) 339; Goesele v. Bimeler, 14 How. 589, 14 L. Ed. 554. The very definition of a perpetuity as given by Lewis has its appli- cation to a future limitation 'Svhich is not destructible by the persons for the time being entitled to the property subject to the future limita- tion, except with the concurrence of the individual interested under that limitation." The_jl£eils_ in question contain ce rtain ex press powers o f revocation. The equitable owners of the estate have therein expressly reserved^^e right at any and all times "to alter, change, revoke, annul and destroy all and every the trusts hereby created as respects their respective shares and interests in the premises, and to declare, direct and appoint such other uses and trusts, if any concerning their respec- tive shares and interests in the said trust estate or any part thereof, as they shall respectively choose or think proper, anything herein con- tained to the contrary notwithstanding." These pojVBrs^xjearly provide for a complete revocation of the_trusts at any time, and thereby r emove ^ heca se~ f rom tHe rule against per- petuities. But it is argued f or_the_plaintiff that, admitting the interest of the beneficiajowners to be vested, and alienable^ tTie~^xistence^ of the legal estate in the trustees witK a power of sal£_nt ijicIefimt£^uration^vhich may be exercised after the expiration of lives in being and twenty-one years, tends to a perpetuityj and that, under the authorities, a power of sale conferred upon one not the owner of the beneficial interest in land, if it may be exercised at an indefinite or too remote period is void. It is true that if an inibiiiited indestr uctible power exists, it doe s re stram tre j~aTienationJby_th e one, w ho,.,jub]cct_to_jhji t power, is th e_^ owner of thfe fee. "A power of sale suspended indefinitely over the Ch. 3) KESTRAINT ON ALIENATION 513 fee is open to the same objection as an executory devise or springing use to take effect whenever A. or his heirs shall do a given act." Lewis on Perpetuities, 547. Thus in Tullett v. Colvill e, 2 L. R. Ch. (1S94) 310, a devise of certain property was made to trustees, and the trustees were directed to car ry on the busines s of the testator as a gravel con- tractor "until my gravel pits are worked out, and then sell the said gravel pits~and the freehold land oh which the same is'situated." The court held that this power of sale was t oo remo te and that the rule was violated, because, while the gravel pits might be worked within the pre- scribed limits of the rule, yet they might not be so worked out, and the po werof sale might not go into operation until an uncertain and po cciV^' tr,n. rpmnff T^j^-tg ir Llbg^^f utJIr e' """The'Tfue^Tea^OTrfur'tiotdihg sucnpowers good," says Gray in his work on Perpetuities, "is that the trusts to which they are attached must come to an end, or can be de- stroyed, within the limits fixed by the rule against perpetuities." Speak- ing further in relation to powers, he says, § 506 : "To sum up the law as to powers in connection with settled property: (1) Sometimes the power ceases as soon as the equitable fee or absolute interest vests in possession. (2) Sometimes the power can be exercised until the owner of the equitable fee or absolute interest calls for the legal estate. (3) Sometimes the power can be exercised within a reasonable time after the fee or absolute interest has vested in possession, such reasonable time being not over twenty-one years after lives in being. (4) Some- times the power is created to be exercised on a contingency which may happen after the legal fee or absolute interest has vested in pos- session, and which may be more than twenty-one years after a life in being. In the first three cases the power is not void for remoteness; in the last case it is." In the case at bar the powers of sale in the trust deeds are within the second class. The owners of the equitable fee are by the express terms of the deeds entitled to call far a conveyance of the leg al estate from theTfustees and therebv to destroy a nd finallv "determine the trust . _The power, therefore, does not hang suspended over the fee like an unbar - rab le executory d evi_se, but is subject to be barred a nd f^p cest uis que trustent, or any one of them. Biddle v. Perkins, 4 Simons, 135 ; Wallis v, ''rhurston, 10 Simons, 225. True, here is a trust to sell for all time, but revocable at pleasure. What is there in these deeds that tends to a perpetuity if we clearly observe what that means? There is in these deeds that which it is settled makes the p ower valid al though in' Terms perpetual. — and that is the powerof revocatio n. 2 Sug. Pow. 472. A trust an 4 a power of sal e that contin ue only at t he pleasur e of the ben eficial owner cannot possibly be s aidjg be an i jle gal restr aint on* alienatiom The purpose of the trust was lawful and in harmony \vith the policy of the law. It was created to secure a more convenient management of these large landed estates, and less trouble and delay 4 Kales Prop. — 33 514 RULE AGAINST PERPETUITIES (Part 4 in passing title to the grantees who might from time to time purchase portions of these distant and unsettled tracts. A recent case in Illinois involved a conveyance to three trustees in trust for an unincorporated company, the property being conveyed to the trustees and their heirs and assigns forever. They were given power to sub-divide, improve, sell and convey. The court, after noting several definitions of the rule against perpetuities, makes use of the following language : "T he mere creation of a trust does not ipso fact o suspend the power of a lienation. It is only suspended by such trust wlien aT rust-term is created, eithe r expr essly or by implication , during the"existence ot which a sale by the Iruste ^ v'^nnlH hp. in rnntrav"pritin^ of the LrusL; vvli eiethg^ trustee is empowered to sell the land withou t restrictioiTas to time, the power of alienation is not suspended although the alienation is in fact pos tponed by The non-actio n ot the trustee or, in consequence of a discfetfon reposed in h ' m bv the c reator of the tr ust. '*' * * THere is nothing in the trust agreement in this case"" halving the slightest tendency to create a perpetuity. The land was to be conveyed to the trustees to be sub-divided and improved and then sold, and the time of the sale was left wholly to their discretion ; indeed the whole scheme of the association was to purchase, sub-divide and improve suburban property for the purpose of placing it at once upon the market for sale. No trust-term was created and a conveyance of the_la nd, or any part of it, at any time was no violation of the trust. Wherejthere are personsjn being at the creation of an estate ca£abj£. of 'convey ing an imrne diate and absolute estate "in fee in possession, suspension of the power o f alienation, and no question asTo" perp£tui ties~can a rise/' Hart v. Seymour, 14-/ ill. b98, 3b N. K. 24^. There is nothing whatever done by the terms of these deeds, in the case before us, but to create an agency to sell land; an agency, to be sure, that is to continue after death and to be exercised for heirs, devisees, grantees, etc., until, and only until, any one sees fit to put an end to it. But an agency to continue after death being impossible, the mode of doing it was by a trust with powers by which the ownership is vested in trustees, and the beneficial interest dealt with under these powers. When the position of the parties and of the property is considered, it becomes apparent that this was the object of the arrangement. The property was land bought in the last century. The owners lived in England and France. A sale required that all should join, and agencies were always liable to be revoked, or become impracticable by settle- ments, so that there would be no delegation of authority. The remedy was an agency that would continue, and there could be none unless the title was transferred, the legal title thus being vested in trustees, and the equitable title in the beneficial owners. Thejiarti^s by execut ing these d e£ds_atie_mpted to a_ccelerate alienation and avoid any retardmg' of it. The purpose of these d eeds wa s to raake^property more readily Ch. 3) EESTRAINT ON ALIENATION 515 mar ketable, more conveniently alienable, — the very object which the rule against perpetuijiesjwas adopted to^su bserv e. When the reason of the rule'faib, the rule itself has no application. It may be proper to state that we have carefully examined the deci- sions to which our attention has been called by the learned counsel for the plaintiff, and which, perhaps, are not in complete harmony with some of the views enunciated in this opinion. The case of Slade v . Fatt en, 68 Me. 380, is one of those cases. There ^LcC^ o. f^cuCi^ the testator devised to his'four daughters certain portions of his estate with the proviso that the parts and proportions devised and bequeathed to his four daughters, and their heirs, instead of passing into their hands, were to go into the hands of two trustees, "to hold, manage and dispose of said parts and the property received therefor, for the use and benefit of said [four daughters] and their heirs, according to the discretion of said trustees." T his devise is dist inguishable from the Bingham trust in the impo r^^ tant^ re sp e ct tliaTt he^wiUcoiitamed no clause giving tp-the cestuis que ;:ht to revoke or annul the trust, THF'power of revoca- reserved in the trust deeds in ^he case at bar makes a most im- portant difference between those deeds and the devise involved in Slade v Patten. The decision there seems to be based on the conclusion that no provision was made for the termination of the trust, but that it was to be continued for the benefit of the "heirs" of the daughters, and therefore to continue indefinitely. "There is no provision for the ter- mination of the trust estate," remarks the court. In one paragraph of the opinion the court makes use of the following language : "But assuming it to have been the testator's intention that Sy-rrv^e^A^ J't^Ce*^.^*^ on the decease of his daughters their respective shares should go to the heirs of such daughters in fee simple, still, this would create a perpetu- ity, because it was possible, that they might have heirs unborn at the testator's death and in whom the estate would not vest within lives in being and twenty-one years and a fraction afterwards." This statement is absolut ely incojisistent with the facts of the case as well as the well settled principles of law. It cannot admit of doub t eve n that a devise of property to a (i anghtpr fnr life and at lipr dpnth to her heirs in fee is perfectly go od. But the foregoing statement from the opinion may be regarded as only a dictum. The real question which the court decided was that the word "heirs" was a word of general import and not limited to those persons who would be heirs within a life in being and twenty-one years and a fraction thereafter, and therefore the trust undertook to preserve the estate for persons who might become heirs indefinitely and hence violated the rule. The interests devised, however, were clearly vested interests. The legal title was given to the trustees, the equitable fee to the daughters 516 RULE AGAINST PERPETUITIES (Part 4 and their heirs, but all interests were present and vested. The legal estate vested in the trustees at the testator's death, and at the same time the entire equitable interest limited to the daughters and their heirs vested in them. No other interest was devised or bequeathed. All the estat es and int erests that were ever to arise verted immediat ely upon the tes tator's dea ttrr Afiei cuiieLLly st ating die rilTe, the court says': "in view of the trust, therefore, it must be deemed void as ere* ating a perpetuity." From the expressions in the opinion to which we have referred, it seems to have b e en as sumed tha ^a trus^ jwhich_wil l not or may no T teriTTihate^'ithin lives m bemglmd twenty-o n^jyeaTS3nd_a_frad-U3n afte_rwardsj s_yoid"as cr e ating a perpet uity,_B u t ih is i-^ not mrrert — It cannot be sustained eitheruponprinci£k_^^ A future limi- tation~tliat may not vest withi n that pe riod cre ates a perpetuity, an d^is there t^ore void. But ajimitation that mus t vest, if at all, w ithin jttje" peri od does not create _a^ per petuity, and it ma kes no difference whe n the trust or interest limited te iTninates,Tt it has vested within the pe- riodT' "All thaMsjeqiiired by the"Tntr-a^mTSt-^pefpetuitiesls7^diart^ est ate orTurFprpst sh all_v^st^lt lim the prescribed period. Seaver v. Fitzgerald, 141 Mass. 401, 403, 6 N. E. 73. The right oT^ossession or en joym ent may_be postponed longer. The reasoning of the court was wrong, the testator's daughters, however ; for. No injustice was done to owing to his having used lan- guage which by itself expressed an absolute gift to his daughters and their heirs, followed by a proviso that trustees should hold the legal title in trust for them and their heirs, the court, by rejecting the proviso m reference to the trustees as void, decided that there was an absolute gift by devise to the daughters which took effect. The opinion, therefore, in Slade v. Patten cannot be su stained upon , authority. Barnum v. Barnum, 26 Md. Il9, 90 Am. DecTSH, is a case wlTereThe owner ~ot hotel property devised it to trustees with directions to lease it, fcut prohibifed^alienirtinnrdufihg^^the^erin- o-f-a-tTust which exceeded liv'es'ln being and twenty-o ne years tlie reaftgr: The court held "such a t rust void , and gave ettect to an alternative limitation con- 'tained in the will. T r] this^ case there was an absolute suspension of the p ower of alienatio n for a period prohibited bythe rules ot law7 unlike the case at bar. ~~~~ "' "~~ The cases of Deford v. Deford, 36 Md 168, Gouldsboro v. Martin, 41 Md 488, and Collins & Bernard v. Foley, 63Jdd. 162, 52 Am. Rep. 505, would seem to support the dictum of the reasoning in Slade v. Patten, and these Maryland cases are the only ones to which the atten- tion of the court has been called, or which in the examination of the case before us, we have been able to find, supporting that doctrine. But the doctrine of these cases is opposed to the great trend of authority elsewhere, and Gray, in his very thorough and valuable work, speaks Ch, ?>) RESTRAINT ON ALIENATION 517 of these cases as grave, practical error s growing out o f confound- ing the rule againstperpetuities with~the rules disallowing restrai nts on aTienationT It is unnecessary to consider any of the other objections raised, inasmuch as the conclusion to which the court has arrived determines the validity of the trust deeds, and thus disposes of the case. Judgment for defendant. ARMSTRONG v. BARBER. (Supreme Court of Illinois, 1909. 239 111. 389, 88 N. E. 24G.) Carter, J.* * * * All the reasons for holding that George and Elsie take a present interest at testator's death are alike applicable to Arthur's one-third. If it be conceded that as to Arth ur's share the trusteeship^ n the discretion o |_the trust ees m ay last l onger than ten years fr om the probate, and e ven duri ng Arthur's w hole life, still that does not render the provisions~void, because his int erest vested, as~d rd those of George and Elsie, at~tlfe date oF testator's death. If it be ar- g ued tnat this might""cfegten5n: inde^tructibte Trust in~llie trustee s, the answer is as suggested in Gray on Perpetuities, (2d Ed. § 121f), that t his doer'n ot violate the rule again st perpetuities, as that rule "is con- cerned only with the begi nning of ^ntpfp^ts :" that said rule "settles th^lllTiy ulLliiu vvllllll luLerests must vest,l3'ut when once vested they are all, present and future alike, subject to the same restraints against alienation, and with this the rule against perpetuities has nothing to do." I n England the creation of such indestructible trusts of such absolute equit able interests is not permitte d. Saunders v. Vautier, 4 iJeav. 115 ; Ha?bin v. Masterman, [1894] 2 Ch. 184; Weatherall v. Thornburgh, 8 Ch. Div. 261 ; Gray on Restraints on Alienation, (2d Ed.) §§ 105- 112. I n_ this .^tntp_ suc h trusts have b een permitted . Eunt v. Lunt, supra, 108 111. 307. The authorities In this and other jurisdictions bearing on this question are reviewed at some length in Kales on Fu- ture Interests, sections 286 to 296, inclusive. Once such trusts a re pe rmitted it follows that t here must be some limits as to the length of time they ca n b e made~ to last. It is sug gested in Gray oiTFerpctuij ie's, (2cri!.d. ^ l.^li,j that it is perhaps likel y that the same pe riod as that prescribed byth e rule against~perpetuTties should be ta ken, but^the aut hor adds tfiaTTti s open to the courts to adopt spme otheF^perTod,' if' Tound advisabl e. There~are intimations in some of the" authorities thaT7 in a case like the present, any provision which permits the trustees to retain property in trusteeship for ten years from the probate of the will is wholly void, the trusteeship, however, still remaining, with the difference that instead of being indestructible for the beneficiaries who 4 The statement of facts is omitted and only part of the opinion is given. -OW-»'-»»-s 518 RULE AGAINST PERPETUITIES (Part 4 are of age and who have an absohite indestructible equitable interest may compel the trustees to transfer the legal title to them although the time specified in the will for the termination of the trust has not arrived. This court, in Kohtz v. Eldred, 208 111. 60, 69 N. E. 900, has stated that such a trust will terminate as soon as the object for which it was established has been accomplished. The question when this trust niay_ end is, however, not necessary for the decision in this case. Admit- ting, as most favorable to appellee's contention, that the probate of this will might have been delayed, still that does not in any way mili- tate against the legal and equitable interests vesting thereunder immedi- ately upon the death of the testator. At most, the failure to probate promptly could only delay the distribution of the funds, and such dis- tribution, as we have pointed out, could be controlled by the courts under the rules governing restraints on alienation of property. * * * Ch. 4) LIMITATIONS TO CLASSES 519 \ CHAPTER IV LIMITATIONS TO CLASSES LEAKE V. ROBINSON. (Court of Chancery, 1817. 2 Mer. 363.) John Milward Rowe, by his will, dated the 17th of June, 1790, gave to the plaintiffs (whom he appointed executors,) all his three per cent, and four per cent, stock, upon trust, in the first place, to pay to his wife, Sukey Rowe, during- her life, two several annuities of £245 8s., and £168, out of the dividends of the four per cents, (which with cer- tain other provisions, were declared to be in bar of dower and thirds,) and in the next place, to pay and apply an annuity of £54 12s. (there- by given) towards the maintenance, education, or advancement of his grandson, William Rowe Robinson, until he should attain twenty-five ; and from and after his attainment of that age, to pay him the said annuity during his life ; and after his decease, the testator bequeathed the principal sum of £1,820, (part of his three per cent, annuities,) or so much thereof as should produce the annual sum of £54 12s. as after mentioned ; and after the decease of his wife, he directed that his said executors should pay and apply the annual sum of £145, (part of the annuity of £245 8s.) and the annual sum of £40 (part of the annuity of £168,) towards the maintenance of the said W. R. Robin- son till twenty-five; and afterwards for his life and after his decease, bequeathed the principal sums of £4,846 16s. 8d., three per cents, and £1000 four per cents, as after mentioned. The testator then directed the plaintiffs to apply the dividends of £3,333 6s. 8d., three per cents, for the maintenance and advancement of his grandson, Charles Mitford, until twenty-five, and upon his at- taining that age, to transfer to him the said principal sum of £3,333 6s. 8d., three per cents. He then gave to the plaintiffs £1,000 India stock upon trust, to ap- ply the dividends, &c. thereof, and also the annual sum of £100, (part of the dividends, &c. of his three per cent, stock,) or so much as they should think fit, towards the maintenance, education, and ad- vancement of his said grandson, William Rowe Robinson, until twen- ty-five ; and upon his attaining that age, he gave to him the dividends of the said stock during his life ; and after his decease, he bequeathed the said £1,000 East India stock, and the sum of £3,333 6s. 8d. three per cents, (the dividends whereof then produced £100 per ann.) as after mentioned. 520 RULE AGAINST PERPETUITIES (Part 4 The testntor then devised and bequeathed to the plaintiffs, their heirs, &c. all his real estates at Westham and Pevensey, of which he was seised in fee, or as mortgagee in possession, or otherwise, and the principal sums charged thereon, and the ground-rents issuing out of his messuages in Hedge Lane, upon trust to apply the said ground- rents, and the rents and profits of his said estates, and interest of the said mortgage moneys, or such parts as they should judge proper, towards the maintenance, education, or advancement of his said grandson, William Rowe Robinson, until twenty-five; and after his attaining that age, to pay to, or permit him to have and receive the same during his life, and after his death, (in case he should leave any lawful issue,) to pay and apply the said several annual sums of £54 12s. £145 8s. £100 and £40, and the dividends of the said £1,000 India stock, and the rents and profits of the said estates at Westham and Pevensey, and the interest of the said mortgage moneys, and the said ground rents, or such part thereof as they (the plaintiffs) should think proper, unto, and for the maintenance, education, and advancement of all and every the child and children of the said William Rowe Robinson, lawfully begotten, until (being sons,) they should respec- tively attain twenty-five, or (being daughters,) should attain such age, or marry with the consent of parents or guardians ; and then to pay, transfer, and assign an equal proportion of the said several prin- cipal sums of £1,820, £4,846 16s. 8d., and £3,333 6s. 8d. three per cents, £1,000 four per cents, and £1,000 East India stock, and the said ground-rents and estates at Westham and Pevensey, and the mort- gage moneys, and all the interest, dividends, or rents due or payable in respect of the same, "to such child or children, being a son or sons, who shall attain such age or ages of twenty-five as aforesaid, and to such child or children, being a daughter or daughters wdio shall at- tain such age or ages, or be married as aforesaid, his, her, or their heirs, executors, or administrators ; if only one such child, or, having been more, if all but one should die, before their shares should be- come payable as aforesaid, then the whole to such only, or surviving child." The testator then directed as follows ; that "i n case the said Wi l- liam Rowe Robinson_ shall happen to die wit hout leaving issue, living at tlTe~time"of his dece ase, or le aving suchTthev shall die~ai rbeIore any of~tliem shall attain twenty-five^ if sons, a nd if daughters, before they shall attain siich age, or be married as afores ai d ;" then the p lain- tiffs should pay, apply, and trans fer the said principal s ums of stock," gro ^d-rents, e jtates_an d mortgage moneys, "unto aiicl amolTg st all and every the brothers and sisters of the said Willj a ni RoweRobin - son, share and share alike, upon his, her, or their attaining twenty- five, iflTbrother or brothersTand it a si^ei-tii "Sisters, at sucli age o r marriage, with such consent as aforesaid." He then directed the plaintiffs to invest the surplus or savings to arise out of the said several annuities, dividends, ground rents, and Ch. 4) LIMITATIONS TO CLASSES 521 interest, until his said grandson, William Rowe Robinson, or his is- sue, (if any), or his brothers and sisters who should become entitled as aforesaid, should attain twenty-five,' or be married as aforesaid, and pay and apply the same for the benefit of the person or persons entitled, upon the attainment of such age or marriage respectively. The testator then (after making certain provisions out of the re- mainder of his stock before bequeathed to the plaintiffs for others of his grandchildren,) gave to the plaintiffs, their executors, &c. all sums of money then due to him on mortgage, (except those secured on the estates at Westham and Pevensey,) upon trust, to pay one moiety of the interest to his daughter Airs. Robinson, for her life, and after her death, to her husband, George Robinson, for his hfe, and after the death of the survivor, in and towards the maintenance and advance- ment of W. R. Robinson, till twenty-five, and after, &c. to W. R. Robinson for life, and after his decease, towards the maintenance and advancement of all and every his child and children, till twenty-five, or marriage as aforesaid, and upon trust, to pay or assign an equal proportion of such moiety of the said mortgage moneys, to such child or children respectively, and in case the said William Rowe Rob- inson should die without leaving issue, or all such issue should die before twenty-five, or marriage as aforesaid, then upon trust to pay and divide the same, unto and among all and every the brothers and sisters of the said William Rowe Robinson, share and share alike, at their respective ages of twenty-five, or marriage as aforesaid ; with interest in the mean time, for such brothers and sisters, as before di- rected with respect to the issue (if any) of the said William Rowe Robinson. He then directed the plaintiffs to pay the other moiety of the inter- est due to him on mortgage, to his daughter Frances Dippery Mit- ford, and her husband W^illiam Mitford, for their Uves and the life of the survivor, and after the decease of the survivor of them, to pay and dispose of the said interest and principal moneys, to and among their children, in the same manner as he had before directed, with re- spect to the issue (if any) of the said William Rowe Robinson. The testator then gave to the plaintiffs, their heirs, executors, &c. all the residue and remainder of his real and personal estate and ef- fects not before disposed of, upon trust to sell, (in case his daughters should think proper and so direct,) and lay out the produce in the pur- chase of real estates on government securities, and out of such real and personal estate till disposed of, and the produce, &c. to pay one moiety of the rents, interest, and dividends to his daughter, Mrs. Robinson for her life, and after her death, to her husband for his life, and after the death of the survivor, to pay and apply the said moiety, or so much thereof as they should think fit, unto, or for the mainte- nance, education, and advancement of the said child and children of the said Elizabeth Grace Robinson, by the said George Robinson, (other than and except the said W. R. Robinson,) until they should 522 RULE AGAINST PERPETUITIES (Part 4 attain twenty-five, or marry as aforesaid, in equal shares and propor- tions, and after the attainment of such age or marriage, to pay and transfer all such moiety of the residue or produce thereof, to and among such child or children, in equal shares and proportions, and with regard to the remaining moiety, he directed that his daughter Mrs. Mitford, and her husband, and the child or children (if any) of them, and their issue, should have and enjoy the same, in the same manner as before expressed with regard to his daughter Mrs. Robin- son and her family. The testator then directed that in case of the death of any of his said grandchildren before attaining twenty-five or marriage, the shares of them so dying, should go to the survivors of their respective brothers and sisters ; and in case of the death of ei- ther of his said two daughters, without leaving issue by her said hus- band, living at her decease, or any child or children of such issue, then and in such case, the share or proportion of such part of his estate or effects given by him, or intended for such issue, or the child or chil- dren of such issue, should go to and be divided amongst the issue of his surviving daughter, by her then husband, or the child or children of such issue who might be dead, equally, share and share alike ; and in case both his said daughters should die without issue living at their respective deceases by their then respective husbands, or any child or children of such issue who might be deceased, then he directed that each of his said daughters, (subject to the life interest of their then husbands,) might (notwithstanding their coverture,) give and dispose of her share and proportion of his said estate and effects to such per- son or persons as she might think proper, either by deed or will. On the 17th of June, 1790, when the testat or made this will, h is grandson William Rowe Robin son^ had_one brother a.nd three sisters living. Between the date^ f the wil l and the testator's deathj^he had another sister born. OirTIie~ytli of February, 1792, the testator died. Between the death of the testator and the death of Williamn^ve Robinson, the saicf^VjllianLRo we Robinson had twaJJother brothers born. On tlie 10th of October, 1800, Wi lliam Rowe Robinson d ied ; having attained twenty-five without issue, unmarried and intestate ; and ano ther sister was born after his death. At the time of thetestator's will, and of his death, Mr. and Mrs. Mitford had five children, one of whom was since dead, leaving issue ; and after the testator's death, they had another child. Sukey Rowe, the testator's widow, survived him, and died in 1804, having first made her will, and appointed Mr. Mitford, and another, executors thereof. Mrs. Mitford was also dead, and her husband had taken out administration. Under these circumstances, the question for the decision of the court was, whether, in the event which happened, of the death of Wil- liam Rowe Robinson without issue, the limitation to his brothers and sisters, to take effect on their attainment of the age of twenty-five, or Ch. 4) LIMITATIONS TO CLASSES 523 marriage as aforesaid, was a good and effectual limitation, or was void, as being too remote. And this principally depended on the de- termination of two other questions, viz. first, whaLxlasses^ofj^ersons were those intended by the testator to take^ in t he event of William Row^"^obinsOTndying without issue, or witliout issue living to attain the age~onwenty-five, under the description of ^^H and every the brothers an cTsTst ers of the~said William Rowe Robinson ;" because, if that hmitation were held to extend to all the brothers and sisters who mi£Jit_be^jx)n2^and (in the e vent vvhidT haj^ngjjjld) artually were born, after the death of the testator, and the period of vesting was post- poned byTHe' wHTtill their attainment of tjie age of twenty-five, it is obvious ThaT niore' than twenty-one years, ^the period beyond which a limitafion by^ay of executory devise cannot take effect) might pass after the death of the testator before the arrival of the limited time : and this, consequentlyTgave^rise^fo tHe^ second question ; which was, whether t he atta inment of twenty-five was in fact the period assigned fo r thejvesting o^ f tlie several shares, o r was to b e^^akenjonly as the tim^ fixed for tlie pay ment of the several shares which had already V e sted at some antecedent p eriod . The: Master of the Rolls [Sir William Grant]. The first point to be determined in this case is, Who are included in the de- scription of brothers and sisters of William Rowe Robinson, and of chiklFen ofl^r. and Mrs. TloljmsonT^ancl Mr. an^Mrs. TMitford — whether those only wh6~were in betiTg"afThe time of^Tie t^sTator's death, or all who miglTFTome in " esse^uiWg the lives of the respec- tive tenants for life. Upontliat pointnTcTnotTee how a" question- can" possibly be raised. Not only is the rule of construction com- pletely settled, but in this case, I apprehend the actual intention of the testator to be perfectly clear. Indeed, I believe, wherever a testator gives to a parent for life, with remainder to his children, he does mean to include all the children such parent may at any time have. That is not an artificial rule. It is the rule which excludes any of the chil- dren that is, and has been called an artificial rule — namely, the rule in Andrews v. Partington, 3 Bro. C. C. 60, 401, and other cases of that description, which excludes all who may be born after the eldest at- tains twenty-one. The case of Ellison v. Airey, 1 Ves. Ill, might have been decided the other way without at all affecting this ; for there it was the death of one person that determined what children of an- other person were entitled to take. It is impossible to impute to this testator an intention to exclude all the children of his grandson, Wil- liam Rowe Robinson, who should not be living at his (the testator's) own death, that grandson having no children at the time the will was made. All the bequests to the children of his daughters are made in as comprehensive terms. As to the brothers and sisters of William Rowe Robinson, I do not apprehend that it is at all necessary to speculate on the question sug- gested by Mr. Bell, viz. who would, within the meaning of the will, 524 RULE AGAINST PERPETUITIES (Part 4 come under the description of brothers and sisters — whether only the children of both parents, or such as one of them might have after the death of the other. Our qu estion is, whether th e testator's bounty was confined to such brothers and sister s (in whatever seiTse t hese words hiay Tje'taRen) as_ should be liv mg at his o \vn dea^h. According to the established rule of construction, an d wh at I conceive tojiave been the actual intention of the testator, all who were living at the time of William Rowe Rob- inson'''s death mustbe held to be comprehended in the description. Having ascertainedthe^persons intended to take, the next question is at what time the interests given to them were to vest. There is no dire ct gift to any of these classes of persons. It is only through the medium ot directions given to the Tinistees^ that we can asc ertain tITe~be"h eIits^tended for theiriT Thelrustees have a discre- tionary power to apply what portion oi the income they think fit, for the support, maintenance, and advancement of the infant legatees. Except in one instance, the testator does not say what is to become of the surplus interest. In the case of the property first given to William Rowe Robinson for life, the surplus interest is to accumu- late, and to be paid with the capital, either to himself, or to his chil- dren, or to his brothers and sisters, when they shall have attained the age of twenty-five. No direction being given as to the surplus interest of the two moie- ties of the mortgage money, it will make part of the residue ; for, al- though the interest of residue goes with the capital, that of particular legacies does not, even supposing it be the payment, and not the vest- ing, that is postponed. It is a mistake to suppose that the trustees are authorized to apply any part of the capital for the benefit of any legatee not attaining twenty-five. It is only in the residuary clause that produce is spoken of, and it is evident that the direction relates only to the income of the property, or of the produce thereof when it should be sold. As to the capital, there being, as I have already said, no direct gift to the grandchildren, we are to see in what event it is that the trustees are to make it over to them. There is, with regard to this, some dif- ference of expression in the different parts of the will. In some in- stances the testator directs the payment to be to such child or chil- dren as shall attain twenty-five. In others the payment is to be made upon attainment of the age of twenty-five. In the residuary clause it is, from and immediately after such child or children shall attain the age of twenty-five, that the trustees are to transfer the property. But I think the testator in each instance means precisely the same thing, and that none were to take vested interests before the specified pe- riod. The attainment of twenty-five is necessary to entitle any child to claim a transfer. It is not the enjoyment that is postponed; for there is no antecedent gift, as there was in the case of May v. Wood, 3 Bro. C. C. 471, of which the enjoyment could be postponed. The Ch. 4) LIMITATION'S TO CLASSES 525 direction to pay is the gift, and that gift is only to attach to children that shall attain twenty-five. The case of Batsford v. Kebbell, 3 Ves. 363, was much more favorable for the legatee ; for the interest of the fund was given to him absolutely until he should attain the age of thirty-two, at which time the testatrix directed her executors to trans- fer to him the principal for his own use. He died under thirty-two. Lord Rosslyn said, "There is no gift but in the direction for payment, and the direction for payment attaches only upon a person of the age of thirty-two. Therefore he does not fall within the description." It was supposed that the clauses in the will, where the word "such" is left out, might be construed differently from those in which it is in- serted ; and that, although where the payment is to be to such child or children as shall attain twenty-five, nothing could vest in any not an- swering that description, yet where the payment is to be to children upon the attainment of twenty-five, or from and after their attaining twenty-five, the vesting is not postponed. If there were an antecedent gift, a direction to pay upon the attainment of twenty-five certainly would not postpone the vesting. But if. I give to persons of any de- scription when they attain twenty-five, or upon their attainment of twenty-five, or from and after their attaining twenty-five, is it not pre- ciselv the same thing as if I gave to such of those persons as should attain twenty-five? None but a person who can predicate of himself that he has attained twenty-five, can claim anything under such a gifl. I am aware, however, that although, with regard to particular lega- cies, this doctrine has not been controverted, yet the case of Booth V. Booth, 4 Ves. 399, may be considered as throwing some doubt upon it, when it is a residue that is the subject of the bequest. There is certainly a strong disposition in the court to construe a residuary clause so as to prevent an intestacy with regard to any part of the testator's property. With all that disposition, it is evident that Lord Alvanley felt that he had a difficult case to deal with. Some violence was done to the words in favor of what he conceived to be, and what in all probability was, the intention. That intention however was collected from circumstances that do not occur in the present case. Both the legatees were adults at the time the will was made. Lord Alvanley admits that, if it had been otherwise, it might have made some ingredient in the argument. Then the whole interest was given to them absolutely, — a circumstance which has always been held to furnish a strong presumption of intention to vest the capital, and which is not afforded by a direction for maintenance out of the in- terest, as was decided in the case of Pulsford v. Hunter, 3 Bro. C. C. 416. The legatees might both live to extreme old age, without the event ever happening on which the legacy was made payable. There was no survivorship between them, nor was there any bequest over in the event of the death of both or either; so that intestacy must have been the consequence of death before marriage. In every one of these particulars this case differs from that of Booth v. Booth. 526 RULE AGAINST PERPETUITIES (Part 4 They agree in nothing, except that the words "from and immecHately after" occur in both. The case of Booth v. Booth is therefore not merely no authority for what is contended for by the grandchildren, but it is a strong au- thority the other way. For it shows that, where there is no gift but by a direction to transfer from and after a given event, the vesting would be postponed till after that event had happened; unless, from particular circumstances, you are enabled to collect a contrary in- tention. For otherwise Lord Alvanley would only have had to say, "These words can have no such effect as is ascribed to them. They operate only as a postponement of the enjoyment." Here, interest is not given to children dying before twenty-five. Children attaining twenty-five are to take the whole. There is not even a provision for the case of a child dying under twenty-five, leaving issue. All is to go to those who do attain twenty-five. How is it possible, therefore, that a child can be said to have a vested interest before twenty-five, when it has neither a right of enjoyment, a capacity of transmission, or a ground of claim, until after it shall have attained that age? When the vesting is so clearly and expressly postponed, it is in vain to endeavor to infer from other expressions, used without any reference to that object, that the testator did not conceive himself to have post- poned the vesting. That he has unnecessarily provided for survivor- ship ; that he has spoken of shares of grandchildren dying under twen- ty-five, and, in the last proviso, given over the moieties of the residue only in the event of either of his daughters dying without leaving any issue or any children of such issue, — are all of them circumstances that appear to me not at all to affect the question of vesting, as none of these clauses make any new gift to the grandchildren, nor can they alter the terms or conditions of that which had been already made. Then, assuming that after-born grandchildren were to be let in, and that the vesting was not to take place till twenty-five, the consequence is, that it might not take place till more than twenty-one years after a life or lives in being at the death of the testator. It was not at all dis- puted that the bequests must for that reason be wholly void, unless the court can distinguish between the children born before, and those born after, the testator's death. Upon what ground can that distinc- tion rest? Not upon the intention of the testator; for we have al- ready ascertained that all are included in the description he has given of the objects of his bounty. And all who are included in it were equally capable of taking. It is the period of vesting, and not the de- scription of the legatees, that produces the incapacity. Now, how am I to ascertain in which part of the will it is that the testator has made the blunder which vitiates his bequests? He supposed that he could do legally all that he has done; — that is, include after-born grandchil- dren, and also postpone the vesting till twenty-five. But, if he had been informed that he could not do both, can I say that the alteration he would have made would have been to leave out the after-born Ch. 4) LIMITATIONS TO CLASSES 527 grandchildren, rather than abridge the period of vesting? I should think quite the contrary. It is very unlikely that he should have ex- cluded one half of the family of his daughters, in order only that the other half might be kept four years longer out of the enjoyment of what he left them. It is much more probable that he would have said, "I do mean to include all my grandchildren, but as you tell me that I cannot do so, and at the same time postpone the vesting till twenty- five, I will postpone it only till twenty-one." If I could at all alter the will, I should be inclined to alter it in the way in which it seems to me probable that the testator himself would have altered it. That altera- tion would at least have an important object to justify it ; for it would give validity to all the bequests in the will. The other alteration would only give them a partial effect ; and that too by making a dis- tinction, which the testator himself never intended to make, between those who were the equal objects of his bounty. In the latter case, I should be new-modeling a bequest which, standing by itself, is per- fectly valid ; while I left unaltered that clause which alone impedes the execution of the testator's intention in favor of all his grandchildren. Perhaps it might have been as well if the courts had originally held an executory devise transgressing the allowed limits to be void only for the excess, where that excess could, as in this case it can, be clear- ly ascertained. But the law is otherwise settled. In the construction of the Act of Parliament passed after the Thellusson cause, I thought myself at liberty to hold that the trust of accumulation was void only for the excess beyond the period to which the Act restrained it. And the Lord Chancellor afterwards approved of my decision. But there the Act introduced a restriction on a liberty antecedently enjoyed, and therefore it was only to the extent of the excess that the prohibi- tion was transgressed. Whereas executory devise is itself an in- fringement on the rules of the common law, and is allowed only on condition of its not exceeding certain established limits. If the con- dition be violated, the whole devise is held to be void. To induce the court to hold the bequ ests in this will to be par- tiall^L._go od, the ca se has jbeen argu ed as if they hacLbe en m adeJ:o someindividu als w ho are, and to ^omejwhp_are_not, capable jjltak^^ B ut the^^quests in question, are not made to individuals, but to class - esj _jind what I have to deter mine is, whethe r the class can tak e. I must make a new will for the testato r, if I split in to portio ns h is gen-^ era l bequest to tHF^lass, and say, Hiat bec ause the rule of law forbids his intentio nfrom operating in favor of th e whole clas s, Xw^llj'P.^k^ his bequests, w hat he ne ver intende d them to be, viz. a series of par- ticula'r legacies to particular individuals, qr"\vhat he TiacTas Tltflejn Hs ^ colTte mpTa tjon^ distinct bequests, Tn each instance, to two different classes, namely, to grandchildren livi ng at his dea th, an d to grand- children^boriTaTteFTiis deatli. If the present cas~e~Tvere an entirely new question, I should doubt very much whether this could be done. But it is a question which 528 RULE AGAINST PERPETUITIES (Part 4 appears to me to be perfectly settled by antecedent decisions, and in cases in which there were grounds for supporting the bequests that do not here exist. In Jee v. Audley. 1 Cox, 324, there were no after- born children — no distinction therefore to be made between persons capable and persons incapable — (all were capable) — no difficulty, con- sequently, in adjusting the proportions that the capable children were to take, or in determining the manner, or the period, of ascertaining those proportions. I am asked why the existence of incapable chil- dren should prevent capable children from taking. But, in Jee v. Audley, the mere possibility that there might have been incapable children was sufficient to exclude those who were capable. It is said, the devise there was future. Certainly ; but only in the same sense in which these bequests are future: that is, so conceived as to let in after-born children ; which was the sole reason for its being held to be void. Unless my decision on the first point be erroneous, the bequests in this case do equally include after-born children of the testator's daughters, and are therefore equally void. The case of Routledge v. Dorril, 2 Ves. 357, appears to me to be also an express authority on the point now in question. And I think that the circumstance, that there the will was an execution of a pow- er, was rather favorable than adverse to the courts making a dis- tinction between the two sets of grandchildren. For it might have been contended that after-born grandchildren were not proper ob- jects of the power, — that the appointment was therefore void quoad them, but good quoad those who were capable of taking under the power. Whatever might be the value of that argument, it would have no application to the question now before the court. For in this case it could not be said that any one grandchild was, more or less than another, the proper object of the testator's spontaneous bounty; and therefore we have not the line, which the power might have fur- nished, for making a distinction between the two classes of grand- children. If, even in such a case, the distinction could not be made, a fortiori is it impossible to make it in this. The case of Blandford v. Thackerell, 2 Ves, 238, has no application to the present question. There was no vice or excess in the testator's bequest, which the court had to cure by excluding some of the objects in whose favor it was conceived. It was a sort of charitable inten- tion for the benefit of children and grandchildren of relations of a specified description. As it was not a future bequest, or by way of remainder, it would, according to the established rules of construc- tion, extend only to children and grandchildren living at the testator's death. Lord Rosslyn thought fit, (probably because it was in the na- ture of a charity,) to extend it to all the objects to whom the testator might legally have extended it — that is, children or grandchildren born during the lives of the different relations. Whether that was, or was not, a correct execution of the particular will, the case has na bearing at all on the point now under discussion. The case of Wil- Ch. 4) LIMITATIONS TO CLASSES* 529 kinson v. Adam, 1 V. & B. 422, was referred to, as furnishing an in- stance of a distinction made between those who were, and those who were not, capable of taking vmder the same devise. That was merely a question of description, who were or were not included under the denomination of children. If it could be shown that after-born grandchildren are not entitled to the appellation of grandchildren, there would be a short end of the present case. On the whole, my opinion is, that all the bequests to the grandchildren as classes, (for I have nothing to do with the bequests to individuals,) are wholly void. A question has been made, whether the particular bequests thus de- clared void do or do not fall into th e res j^ due. I have always under- stood tha"t7with regard to personal estate, everything which is ill giv- en by the will does fall into the residue ; and it must be a very peculiar case indeed, in which there can at once be a residuary clause and a partial intestacy, unless some part of the residue itself be ill given. It is immaterial how it happens that any part of the property is un- disposed of, — whether by the death of a legatee, or by the remoteness, and consequent illegality, of the bequest. Either way it is residue, — i. e. something upon which no other disposition of the will effectually operates. It may in words have been before given; but if not effectu- ally given, it is, legally speaking, undisposed of, and consequently in- cluded in the denomination of residue. A testator supposes that each part of his will is to take effect, and consequently cannot be said to have any intention to include in his residue anything that he has before given. I do not see, therefore, how such arguments as might be used in cases of the description of Roe V. Avis, 4 T. R. 605 ; Church v. Mundy, 12 Ves. 426; and Welby V. Welby, 2 V. & B. 187, can be here applicable. The limitations of a particular bequest, and those of the residue, may be quite incongru- ous ; for the testator supposes that each is to have its separate effect. But what eventually turns out to be undisposed of will not the less constitute residue, because some of the provisions contained in the residuary clause may be inappHcable to a case of which the testator did not foresee the existence. I am of opinion that, in so far as any of thejpjirticular bequests are i ll disposed of, they fall into the residue . But then, according to what I have already determinedTThere is no good disposition of the residue itself after the death of the tenants for life, excepting in so far as the ultimate proviso may operate upon the subject of it. As to that proviso, one half of the residue is placed out of the reach of its operation, by Mrs. ]\Iitford's having left children at her death. The consequence is, that, subject to Mr. Mitford's life interest, it belongs to the testator's next of kin. The fate of the other half rests in con- tingency. If j\Irs. Robinson should die without leaving issue, it is well given over to the children of Mrs. Mitford, there being nothing 4 Kales Pkop. — 34 530 RULE AGAINST PERPETUITIES (Part 4 in this bequest to make it too remote; and it being evident that the testator used the words "surviving sister" in the same sense as other sister. But if Mrs. Robinson shall leave issue, this half also will, at her death, be undisposed of, and divisible among the next of kin. The question as to the widow's right to share in the property which turns out to be undisposed of, I take to be settled bv the case of Pick- ering V. Lord Stanford, 2 Ves. 272, 581 ; 3 Ves. 332, 492; 4 B. C. C. 214.^ PICKEN V. MATTHEWS. (Court of Chancery, 1S7S. 10 Ch. Div. 264.) Francis Hoofif, by his will, gave his property, real and personal, to trustees on trust to pay certain legacies and annuities, and continued as follows: "Subject as aforesaid, I direct my trustees to stand pos- sessed of my said trust estate, upon t rust for such o f the children of my daughter Helen by her first husband (but not her~cEiI3reinDy' her present husband), and the children ot my"daughter Charlotte, who be- ing sons shall live to attain the age ortwehty-frve j^earj^or being daugh~ ter?''HraIl~attaIn~niat age or "previously marry, whichever shall first happen ; and I expressly direct that all such grandchildren shall par- ticipate equally without regard to the number of each family." And the testator empowered his trustees to maintain the children out of their expectant shares until they should respectively acquire vested interests in the trust estate. The testator died in December, 1865. The testator's daughter Helen had at the date of the testator's death three children by her first hus- band, ot whomthe plainfiff TVad attained tlie age M"twenty-fiyF aT tKe date of the testator's death. Charlotte had two children who were in^ faints'; ' - - 'Malixs, V. C. I have very carefully considered the cases which have been cited ; and the conclusion to which I have come will have the advantage, that it will, I think, carry into effect the intention of the testator. If the two daughters of the testator had had no children living at his death, the gift would have been void for remoteness; because it would not be certain that the property would vest within a life or lives in being and twenty-one years after. But this is a gift to living grand- children. The testator evidently knew that his grandchildren were in existence, and I must attribute to him knowledge of their ages, knowl- edge therefore that before his death the plaintiff had attained the age of twenty-five years. Now, the rules of law applicable to this case are, first, that a_gift to a class not preceded by any life, estate Js a gift to such of the class as"~are Irving at the death of the testator. The 1 See, also, Porter v. Fox, 6 Sim. 485 (1834). Ch. 4) LIMITATIONS TO CLASSES 531 case of Singleton v. Gilbert, 1 Bro. C. C. 542, n. ; 1 Cox, 68, proceed- ed on that footing. There, there was a demise of real estate (sub- ject to a term to secure annuities) to all the children of A., and the heirs of their bodies. A. had two children at the death of the tes- tatrix, and one born afterwards, but before the death of the annuitants. It was held that the after-born child could not take, though if there had been a precedent life interest, that would have been enough to postpone the period of vesting. Lord Chancellor Thurlow, in giving judgment, says, "The general principle is that, where the legacy is given to all the children, it shall not extend to after-born children ; but where it is given with any suspension of the time so as to make the gift take place by a fair, or even by a strained construction (for so far some of the cases go) at a future period, then such children shall take as are living at that period. But in this case I can see no cir- cumstance to take it out of the general rule." That is a decision that the d evise extends only to t h ose children who are living at the deat h of the testator. TtTsa rule of convenience. 'i'he second rule is, that w here you have a gift for such ofjhe chil- dren of A. as shall attain a specified a ge, o nl y those who are in esse when the first of the class attains t he specified age can take . All after- bo nTTKiHrHr'are'excIuded^ Tliis also is a rule of convenience^ It was laid down in the case of Andrews v. Partington, 3 Bro. C. C. 401, and has been followed in numerous cases, of v/hich Hoste v. Pratt, 3 Ves. 730, and a case before me of Gimblet v. Purton, Law Rep. 12 Eq. 427, are examples. In the latter case I proceeded on the prin- ciple that only those who were alive when the first of the class at- tained twenty-one could take. The maximum number to take was then ascertained. Vice-Chancellor Wigram, in giving judgment in the case of Williams v. Teale, 6 Hare, 239, makes this observation: "If a testator should give his property to A. for life, with remainder to such of A.'s children as should attain twenty-five years of age, and the testator should die, living A., there is no doubt but that the limita- tions over to the children of A. would be void : Leake v. Robinson, 2 Mer. 363 ; but if in that case A. had died, living the testator, and at the death of the testator all the children of A. had attained twenty- five, the class would be then ascertained, and I cannot think it pos- sible that any court of justice would exclude them from the benefit of the bequest, on the ground only that if A. had survived the tes- tator the legacy would have been void, because the class in that state of things could not have been ascertained." So that he adopts the principle that when once the class to take has been ascertained there is no objection to postponing the vesting to a future period. Upon the authority of these cases I come to the conclusion that the persons who can take under this limitat ion are those who wereliv ^ "in g at th e deatn of the tegtatof: Vmef^ Francis, 2 Bro. C. C. 658, a leading authority on the subject, shows that the same principle pre- vails whether the parent of the children who are to take be alive or 532 RULE AGAINST PERPETUITIES (Part 4 dead at the date of the will. I have already mentioned Singleton v. Gilbert and Viner v. Francis. These cases, as well as Doe v. Sheffield, 13 East, 526, and Doe v. Over, 1 Taunt. 263, all show that a gift to a class only embraces those of the class who are living at the death of the testator. Here there is a gift to such of a class as shall attain twenty-five. The class_jyag Zascertnine d_aLthe__deat h oT~ t he testatof~l)eca use one of them had then attained twenty- five. The two infant children oT CharloTEe"Heale who were alive at the death of the testator are en- titled to take, provided they attain the age of twenty-five years. The case mainly relied on by the other side was Griffith v. Blunt, 4 Beav. 248. There Lord Langdale, in giving judgment, said that the will was really free from ambiguity; the vesting was not to take effect till twenty-five, and therefore the gift was too remote. But the real question was. In whom was the property to vest? Was the class to take ascertained at the death of the testator? Here I hold that there is a valid gift because one of the children of Helen (by her former husband) had attained twenty-five at the death of the testator; the maximum number to take was, therefore, then ascertained, and the gift in question is not void for remoteness.^ 2 Suppose the limitations be upon trust to A. for life, then upon trust for such children of A. as should attain the age of 25, and suppose one had attained that age at the testator's death. See Gray, Rule Against Perpetui- ties (2d and 3d Ed.) § 20.5a; Belfield v. Booth, 63 Conn. 299, 27 AtL 5S5; Pitzel V. Schneider, 216 111. 87, 74 N. E. 779. Suppose an immediate vested bequest to the grandchildren of A., a living person, to be paid them at 25, and suppose A. has one grandchild in esse at the testator's death, who is three years old. Is there a valid gift to that' grandchild? See 19 H. L. R. 59S ; Gray, Rule Against Perpetuities {2d & 3d Eds.) § 121b (where, however, Mr. Gray inadvertently states the case con- sidered, erroneously, as a gift "to the grandchildren of the testator" and "to the children of A."). In re IMoseley's Trusts, L. R. 11 Eq. 499, 11 Ch. Div. 555, 5 App. Cas. 714: The testator, after giving a legacy of £3000 to trustees upon trust to pay the interest to his daughter, Mary Jordan, for her life for her separate use, pro- vided as follows: 'And from the decease of my said daughter my will is, that the sum of £3000, the securities for the same, aud the produce thereof, shall be in trust for all the children of my said daughter who shall attain the age of twenty-one years, and the lawful issue of such of them as shall die luider that age leaving lawful issue at his, her, or their decease or respective de- ceases, which issue shall afterwards attain the age of twenty-one years, or die under that age leaving issue living at his, her, or their decease or deceases respectively, as tenants in common if more than one, but such issue to take only the share or shares which his, her, or their parent or parents respec- tively would have taken if living.' None of the children of Mary Jordan died under twenty-one leaving issue, but some died under age without leaving issue. Five attained twenty-one, of whom two died in their mother's lifetime, and the remaining three survived her. Held, the gift after the death of Mary Jordan failed for remoteness. Ch. 5) LIMITATIONS AND INDEPENDENT GIFTS 533 CHAPTER V SEPARABLE LIMITATIONS, INDEPENDENT GIFTS. AND LIMITATIONS TO A SERIES LONGHEAD d. HOPKINS v. PHELPS. (Court of King's Bench, 1771. 2 W. Bl. 704.) Ejectment and special case. 30th and 31st August, 1706, John Phelps, in consideration of an intended marriage with Mary Moore, conveyed the premises in question to the use of himself and his heirs till the marriage. And from the marriage to trustees for forty years, on trusts which never took efifect ; remainder to John Phelps for ninety- nine years, if he so long lived ; remainder to trustees for the life of John Phelps, to preserve contingent remainders ; remainder in case Mary Moore should survive John Phelps, to trustees for fifty years, on trusts which never took effect; remainder to Mary Moore for life for her jointure ; remainder to trustees for 1000 years on trusts after-men- tioned; remainder to the first and other sons of John Phelps on said Mary begotten successively in tail male ; remainder to the right heirs of John Phelps. The trust of the 1000 years' term was declared, that, "in case th e said John Phelps should happen to die without issue male of his body, on the body of the said Mary begotten, or if all the issue male oetween them shall happen to die without issue, and ther e should be i ssue female of the marriage, which should arrive respec- tively t o the age or ages of eighteen years, or be married : Then , fro m and atter the death of the survivor of John Phelps and Ma ry M oore without issue male, or in case at the death of the survivor there s hall be issue male, then from an d af ter the death of such issue mal e without issue, the trustee s should raise f5U0 for one daughter, £1000 for tU'O ^ and,'m case of thre6 Of tlior^, snouid assign the \y liole term to tneir use ; with a clause of maintenance till eighteen or marriage." There was issue of this marriage one son^ Richard, and four daughter s, who- all lived to eighteen, and w ere m arried : and they, or their rep- resentatives, are the now defendairts. 1/31, John Phelps died. 1744, Richard Phelps, the son, died without iss ue ; but devised to his'wifeT M a^Y , TSvhb afterwards married Thomas Hopkins, "Hie^Iessor of the plaintiff), inter alia the premises in question. 1 760, Mary, th e mot her, died, and the four daughters entered, against whoni~tliis ejectment is brought. Glyn, Serjeant , for the plaintiff, argued, th at the trust s of the term w ere void, being on too remote a contingency , — the dying of the issue male of the marriage without issue generally. 53-4 RULE AGAINST PERPETUITIES (Part 4 But THE Court, without hearing counsel for the defendants, were clear that t he first part of the contingency was good, viz., "in cas e John and Mary died without leaving issue maleT " And as that hap- pene d in fact to be the case, they would not enter into the consideration how far the other branch of the contingency might have been support- e d,' x vhjcli-rnnld ^"Ijr ''ome in question, m case Richard had survi v"ea bot h his parent s. So ordered the 'ostea to the defendants.^ PROCTOR v. BISHOP OF BATH AND WELLS. (Court of Common Pleas, 1794. 2 H. Bl. 358.) In this qu are impedi t. brought to recover the presentation to the ch urch of the rectory of West Coker in Somers f^''^^'"'^'^; ^^^^ riprlaratinn stated, that one William Ruddock was seised in fee of the advowson, and presented, that on his death it descended to his two nieces Jane and Mary Hall, that Jane Hall intermarried with Nathaniel Webb, and Mary with Thomas Proctor : that Nathaniel Webb died, his wife surviving him, whereby the said Jane in her own right, and Thomas Proctor and Mary in her right were seised, that the church then be- came vacant by the death of the incumbent, whereby the said Jane Webb and Thomas Proctor in right of the said Mary, presented their clerk ; that Jane Webb died, upon whose death her whole share of the advowson descended to her son Nathaniel Webb, who thereupon became seised in fee in coparcenary, with Thomas Proctor and Mary his wife ; that Thomas Proctor died, his wife surviving him, whereby the said Nathaniel Webb the son, and Mary Proctor became seised. There were then set forth several presentations on vacancies by Nathaniel Webb and Mary Proctor. The death of the said Nathaniel Webb was then stated, whose share descended to his son Nathaniel Webb, who became seised in coparcenary with Mary Proctor: that Mary Proctor died, upon whose death her share descended to her grandson Thomas Proctor, who became seised, together with the last-mentioned Nathaniel Webb : that the church again became va- cant, upon which, they not agreeing upon any person to be presented by them jointly, the said Nathaniel Webb presented the said Thomas Proctor, as in the first turn of the said Jane Webb, the elder sister of the said Mary Proctor: that he died and his share descended to Eliza- beth Proctor, his sister, the present plaintiff, who was entitled to represent in the first turn of the said Mary Proctor, the younger sis- ter of the said Jane Webb, yet, &c. The bishop pleaded the usual plea as ordinary ; and the other de- fendants — That true it was that the said Nathaniel Webb the grand- son of Jane Webb and the said Mary Proctor were seised of the 1 See Doe d. Herbert v. Selby, 2 B. & C. 92G. » Ch. 5) LIMITATIONS AND INDEPENDENT GIFTS 535 advowson in coparcenary, and that Mary Proctor died so seised, and that the said Xathaniel \\^ebb presented as in the first turn of the said Jane Webb, &c. : but the said defendants further said, that the said Mary Proctor being so se igp'ij piari^ T-i^r l^ct ^vill anri tp-^i-nmont, and ga ve and devised unto the first or ntliej- ^^n r, nf lipr grand.'i on. the said las t-mentioned Thomas Pro ctor, that should be bred a clergyman and be in holy orders, and to his heirs and assigns all ner right of pre!? rn- tation to the said rectory, &c. : but in case he r said gran dson the saTd^ last -menti oned 1 homas i^roctor shoul_d-,hava no -sucli ^son, then sh e ga ve" and devised the said righ t of presentation unto her g randson t he sa id Thomas Moore, his heirs and assio-ii,s j orever :~tHat afterwards the said Mary Proctor died so seised, leaving the said last-mentioned Thomas Proctor and Thomas Moore her surviving, and that after- wards the said Thomas Proctor died without having ever had any son ; whereby and by virtue of the said last will and testament of the said Mary Proctor, the said Thomas ■\Ioore became seised of all the share of the said Mary Proctor of and in the said advowson, &c., wherefore it belonged to the said Thomas ]\Ioore to present. &c. as in the first turn of the said Mary Proctor the younger son of the said Jane Webb, &c. To this plea there was a general demurrer, which was twice argued ; the first time by Bond, Serjt., for the plaintiff, and Heywood, Serjt., for the defendants ; and a second time by Adair, Serjt., for the plain- tiff, and Le Blanc, Serjt., for the defendants. Ths Court (absent Mr. Justice Buller) were clearly of opinion that t he first devise to th€ son of Th omas Proctor w-as void, from the u ncertainty as to the time when such son, if he had anv. might take o rcler s : and that th e devise over to }^Ioore. as it depended on the same ev ent, was also void ; f or the words of fl?e will would not admit of the contingencv being divided, as was the case in Lon^^head v. Phelp s, 2 Black. 704 ; and there was n o ins|;^nce in wh irh a 1j]-[-|ii-pHnn a fffer a prior devise, which was void fr om the contingencv ])einetuities, or, as I say, the rule against perpetuities, you cannot split the expression so as to say if the event occurs which is within the limit the estate shall go over, although, if that event does not occur, the gift over is void for re- moteness. In other words, you are bound to take the expression as you find it, and, if, giving the proper interpretation to that expression, the event may transgress the limit, then the gift over is void. "What I have said is hardly intelligible without an illustration: On a 536 RULE AGAINST PERPETUITIES (Part 4 CHALLIS V. DOE d. EVERS.' (Exchequer Chamber and House of Lords, 1850, 1859. 18 Q. B. 231; 7 H. L. Cas. 531.) AldERSON, B.* This is a writ of error upon the judgment of the Court of Queen's Bench upon a special verdict. This was an action of ejectment, brought to recover one-twelfth part of certain property devised by the will of one Thomas DoUey to gift to A. for life with a gift over in case he shall have no sou who shall at- tain the age of twentj'-five years, the gift over is void for remoteness. On a gift to A. for life, with a gift over if he shall have no sou who shall tiike pi'iest^s orders in the Church of England, the gift over is void for remote- ness ; but a gift superadded, 'or if he shall have no son,' is valid, and takes effect if~he has no son ; yet both these events are Included in the other event, because a man who has no son certainly never has a sou who attaius twenty-five or takes priest's orders in the Church of England, stUl the al- ternative event will take effect because that is the expression. "The testator, in addition to his expression of a gift over, has also ex- pressed another gift over on another event, although included in the first event, but the same judges who have held that the second gift over will take effect where it is expressed have held that it will not take effect if it is not expressed, that is, if it is really a gift over on the death before attaining twenty-five or taking priest's orders, although, of course, it must include the case of there being no son. That is what they mean by split- ting, they will not split the expression by dividing the two events, but when they find two expressions they give effect to l)oth of them as if you had struck the other out of the will. That shows it is really a question of words and not an ascertainment of a general intent, because there is no doubt that the man who says that the estate is to go over if A. has no son who attains twenty-five, means it to go over if he has no son at all, it is, as I said be- fore, because he has not expressed the events separately, and for no other reason. That is my view of the authorities. This is a question of authorities. "Now, we come to the case we have before us. The estate is to go over if any of his sons get another estate, that is. if any one of his sons who has got possession of this estate gets one of the other estates, or if any of the issue male of the body of any of the sons gets the estate. Here you have two events expressed. He might have said, if any of the issue male of my body get the estate, which would have included both events, and then you could not have split it up, but he has not said so. He has divided it for some reason or other, probably a conveyancer's one, because it is an alteration of a conveyancer's form. The words 'sons' and 'issue male' are Iwth added, but he has divided that and suggests two events, then and in any of the events 'and so often as the same shall happen the uses hereby limited of and concerning my freehold hereditaments to or in trust for any such younger son or whose issue male shall for the time being become en- titled as aforesaid, and to or in trust for his issue male shall absolutely cease.' That is, there is a cesser of the estate either of the younger son or the issue male of the younger son. Why should I alter the words? Why should I say that the event of the younger son properly expressed succeed- ing to the estate being in due time is to be void for remoteness? The rea- 8 An appeal from this decree, on behalf of the Crown, was heard before Lord Lyndhurst, C. His Lordship directed a case to be made for the opinion of the Court of Common Pleas upon tlie will. But, before the case was ar- gued, the suit was compromised. — Rep. 4 The judges who sat in the Exchequer Chamber were Maule, Williams, and Talfourd, JJ., and I'latt, B. The case in the Queen's Bench is reported 18 Q. B. 224. Ch. 5) LIMITATIONS AND IXDEPENDENT GIFTS 537 his daughter EHzabeth. The lessors of the plaintiff were !Mary Ann Evers and her husband, she being one of two children of John Dolley, the son of the testator. The testator had four children, John, Sarah, Ann, and Elizabeth: and, by his will, dated 12th June, 1819, he gave the property (the one- twelfth of which is now in question) to trustees during the life of his da ughter Eliz abeth, in trust for her separate use, and, aitjer Jier de- cease, he gave Ifie same to such children as she might Have, if a son or sons, w ho shou ld live to the age of twenty-three y ears, and, if a daughter or d aughters, who should live to the age of twenty-one year s, their heirs ancfassign s, as tenants in common. He then provided for the disposition ot tlie property in the event of one or more of the chil- dren of Elizabeth dying, leaving others or another surviving. He then proceeded thus : "I n case all the children of my said daught er Elizabet h Maria shall die, if a son or sons, under the age of t wentv- thre e vears, or. if a daughter, under the age of twenty-one vears. or if glip'haQ nnpp " T crivp the Said property, &c. unto the said trustees, during the respective lives of my son John and my daughters Sarah Ward and Ann Dolley, upon trust for the use of John, an d thp c;ppa- rate uses of Sarah a nd Ann , during their lives, in equal share s : "and, u pon t he decease of mv said son and two last-named daughters, I gi ve the~s hare of suc h of them so dyi ng unto his or her children, if a so n or so ns. Jiving to attain the age of twenty-three vears. and, if a daugTT ter or daughters, living to the age of twentv-one vears his, h er and TTieir heirs, executors, administrators and assigns :'' if more than one, as tenants in common. " And" Ttiie nart of the dp yi^f^ upon av1iiY|-[_ the Question depends), "in case of the death of mv said son or eithe r of mv said two "daughters without leaving a child, if a son, who sh all 1 iv e to attain the age of twenty- three years, or, if a daughter, who sha ll live to attain the age ot twentv-on e vears. 1 give the part an d parfs such children or child would be entitled to as aforesaid unto son suggested to me is this, it is quite plain he means it to go along the whole line. I agree. "So in the case of a man dying without a son attaining twenty-five. That is not good although he means it to apply to the case of his having no son. and there is none. It is not what he means as to the event, but whether he has expressed the event on which the estate is to cease, so as to bring one alternative within the limits, and if he has chosen to say the estate is to cease first of all, as he might have said if a younger son becomes a peer or attains the age of fifty, or any other event within the limits, or any of the issue male of my younger sons shall become a peer, one gift over might be valid, he might have said if any of my issue male shall become a peer, or if the issue male of my younger son become a peer thereupon the e.state shall go over, that would have been different, but I think I have no right to alter the expression. The law is purely technical. The expressions are there, and using them gives effect to the real intention. Why should I go out of my way to extend technical law to a case to which it has not hitherto been extended? It seems to me that I ought to read the expres- sions as I find them. The event which is expressed has happened. It is within legal limits, and I think the estate should go over." 538 RULE AGAINST PERPETUITIES (Part 4 the child or children of my said son and two daughter s havi ng iss ue, if a son or sons, living t o the age of twenty-three years7~and, It a d a ughter or c iaugnters, living to attain the age of tw entv-one years:" if tw^o ot my said last-named children have such children or child, lo^ them, his or her heirs, executors, administrators and assigns, as tak- ing in equal shares from his or her father or mother, his, her and their heirs, executors, administrators and assigns." El izab eth died in August 1838, having been married, but never h av- i ng had a child . Upon her death, her brother and two sisters took each one-third of the property devised to her as above. In March 1847 A nn dipfL- having been married, but also ne ver having had a child. And thereupon Mrs. Ever s, being o ne of two children of John. a CT being twenty-one years of age, claimed one-twelft h of the prop- er ty~devisedto_^lizad)eth^^ h appened, the two children of John became entitled to~HaIf~6f th e one-third ot the property devised to Elizabeth which had come to Arfh upon he r death, and that she, as on e~ of them, was en titfed to the hart ot this half, or one-twelfth of thewhole. 7\. special verdict was found, which stated the above facts : and judgment was given by the Court of Queen's Bench for th e lessors of the plaintiff. And upon this judgment the present writ of err or_is brought. ' This will came under the consideration of the Court of Queen's Bench in the case of Doe dem. Dolley v. Ward, 9 A. & E. 582 : and both parties acquiesce, and, as we think, most correctly, in the pro- priety of that decision. We are to take it, therefore, as clearly established that by this will the testator gave an estate for life to his daughte r, Elizabeth, with a con tingent remainder in fee toner unborn children, which, on th e bi rth oi a child, became a vested remainder in fee ; and that, upon su ch child or children being born , but failing, if m ale, to attain twenty- three, and, if fe male, twenty-one, then he gave Elizabeth's share over by an executory devise to his other three c hildren equall y. Now it is clear- thai Ll ils executory devise over would be void as too remote . But in this part ot his will t he testator also provided, by a distinct and separate clause, that, if Elizabeth should have no children, the pr op- e rtv devised to her should go over in like manner to his three remain- in g children . Now in that event (which happened) the contingen t remai nder to Elizabeths ch ildren never vested; and so the devise ov er took cttcct. not as an executory devise, but as a good co ntT ngen t re mainder to the three other children of the testator, one ofwhom w as the testator's daughter Ann . In the event therefore whicK has happened, the devise was one to Eliza beth for l ife, conti ngent remainder to her unborn issue (which failed), co ntingent rem ainder, as to one-third, to Ann for life, with a co ntingent r emainder in tee to Ann's unhqrh issu e, to become vested on the birtli oi a childTahd^vith the devise over (on which the present Ch. 5) LIMITATIONS AND INDEPENDENT GIFTS 539 question turns) in favor of the children of her surviving brother John and sister Sarah. Now Ann died never having had a child; and, con- sequently, the contingent remainder in fee given to her children failed. We must look therefore at the t_erms of the dev ise over. They are as follows : "In case ofthe death of my saiTson or either of my said two daughters without leaving a child, if a son, who shall live to attain the ag e of twenty-thr ee years, or if a daughter, who sh all attain the age of twenty-one yeafS, Igive tn e part and parts' s uch children or child would be entitled to as a foresaTdirnto the^iil d or children of my said son and two daughters having issue, if a son or son s, hvmg to the age of twentv-three years , and, if a d aughter g r dau ^iters, livmg to att ainth e age of tw enty^gne^yearsj^jfjyyo of my said last-named children have such childr en o r child," &c. Kow here thefe~a re i TOtTlTe two events which were separatelv and d is tinctly mentioned in the former devise overT The event, if she shall ha vT; no children, is not mentioned in terms at all, The question between the parties is, w hether this devise over be v oid or no t. It may be well admitted that the te stator intended to in - clu de in these wo rds two pvpt|];<; : first, th e event of Ann having n o ch ild at all ; for, certainly, if she never had a child, she must die with- out leaving a son who could attain twenty-three or a daughter who could attain twenty-one ; but, s qcondlv. he also intended to inc lude in th ese same w^ords the compound event of her having a child and tnat ch ild dying under the prescribed ag e. T his second event is, accord - ing t o all the cases, too remote an e vent to take effect according to 1 a w. " 1 li e hrst, it it stood alone, is ie;^ ^i. ine tning to ne settled is the principle upon which the court is to act. In the first place, it seems established that th e time f^ rnns tfnp tViP wi ll is at the testator's death. The devise must be legal at that time, to 'oust the heir-at-law. Now, at the death of the testator and in the lifethne of x\nn, how would this devise have been construed? For it is not sufficient that, on the happening of certain events, the devise may take effect, and, if limited to these events originally, would have been valid : but it ought to be shown that the devise of the testator must be valid and legal in all the events contemplated by him. This, we think, is the principle contained in the passage of Sir W. Grant's judgment in Leake v. Robinson, 2 Meriv. 390, in which he says : "Executory devise is itself an infringement on the rules of the common law, and is allowed only on condition of its not exceeding certain established limits." In a devise to a class, therefore, the courts do not split the devise into its parts and give effect to the legal part of it. For this, says Sir \V. Grant, is to make a will for the testator. He says : "I give my property to the wdiole of this class," It may be that the persons to whom he is not permitted by law to give it are the very persons in favor of wdiom he includes the whole class in his bounty : and therefore, in splitting the devise into its parts, you may perhaps violate his will, even as to those to whom you give it. If he 540 RULE AGAINST PERPETUITIES (Part 4 separates the devises himself, it is not so. Here the meaning, and the true meaning, of this clause is, In every event which can happen in which Ann dies leaving no child who if male attains twenty-three or if female twenty-one, I give the estate over. That is what he says, and what he means. He includes all these events in one class. Some are legal, some illegal. How is the court to separate these events, which the testator has expressly joined together, without making a will for him? The principle, therefore, seems to be against splitting such a devise when we are considering the question wnetner it is a legal one. Now this qTT5snon';-it is conceded, ITmyi hH dt^let-tnhiea as on readmg the will at the instant of the testator's death. Do the cases cited affect this principle ? On looking at them, we find that in all of them the devise in any event was legal, and that it was competent to the testator to make it. In Jones v. Westcomb, 1 Eq. Ca. Abr. 245, the case on which the Court of Queen's Bench proceeded, this was so. That was a bequest to the wife for life, and, after her death, to the child with which she was supposed enceinte, and, if such child should die before twenty- one, then, as to one-third, to his wife, and two-thirds to other per- sons : and it was held, the wife not being enceinte, that the bequest over took effect. But, if the testator had distinctly expressed all that the court held to be included in the words he used, the whole would have been still legal. This is not an authority, therefore, for splitting a devise and giving effect to the legal, rejecting altogether the illegal part of it. Gulliver v. Wickett, 1 Wils. 105, which is in truth the same case, only applying the will to real estate, is to the same effect. And the observations of the court in this latter case, as to the validity of the executory devise over, if it took effect as an executory devise, were material if this necessity for the devise being legal in all the contin- gencies contemplated by the testator be the true principle on which the court acts, and may reconcile the observations of Mr. Fearne (Cont. R. p. 396) with those of Bavley, J., in Doe dem. Harris v. Howell, 10 B. & C. 191, 200. Meadows v. Parry, 1 Ves. & B. 124, is to the same effect. These cases are fully explained and put on a very clear principle by Sir W. Grant in Murray v. Jones, 3 Ves. & B. 319. They show, no doubt, that the existence and failure of the children to whom the provisions limited is made is not in all cases, and was not in these cases, a condition precedent to the devise over. But they show no more, and do not at all apply to the question now before the court, whether, if one of the contingencies be illegal, the single devise which includes that contingency with others becomes void. If Lady Bath had separately stated in her will the two contingencies, in either of which Mrs. Markham was to take, each would have been legal ; and the court held that her including them in one expression made no difference. It is like expressing the individuals of a class, all of whom can legally take, and including all those individuals in a class which is Ch. 5) LIMITATIONS AND INDEPENDENT GIFTS 54 J good. But the reverse is true if some of the individuals cannot legally take. There, if expressly named, the will is carried partly into effect. If classed, it is void altogether. Suppose that this had been the limitation in a deed : To Ann for life, remainder to her children in fee, and, if she have none who, if a male, attains twenty-three, or, if a female, attains twenty-one, then over : it is, we apprehend, clear enough that such a limitation over would be void altogether at the common law. It may however, says Mr. Fearne (Cont. R. p. Z72)), be good in a will, or by way of use, upon a contin- gency to happen within a reasonable period. Now, if so, must the contingency here so happen ? We think not : for it may go beyond the time allowed by law, if the natural and full effect be given to the words of the testator. For these reasons, we think that the judgment of the Queen's Bench must be reversed. Tud o-ment reye rsed. The case was then t)rought to th^Jiouse of Lords. The judges were summoned, and Mr. Justice Wightman, ]\Ir. Jus- tice Williams, Mr. Baron Martin, Mr. Justice Crompton, ]\Ir. Baron Bramwell, and Mr. Baron Watson attended. ThE' Lord Chancellor [Lord Chelmsford] moved that the fol- lowing question be put to the judges : Neither of the testator's daughters, Elizabeth Maria and Ann, ever having had any issue, and Ann, the survivor, having died in 1847, does the will contain any valid devise on her death to the children of John and Sarah of the property originally given to Elizabeth Maria and Ann respectively for their lives? Mr. Justice Wightman. My Lords, for the purpose of consider- ing the question proposed by your Lordships, it will not be necessary to state in detail the terms of the devises and limitations in the will, as they are stated shortly in the case of the defendant in error, and somewhat more at length, but very distinctly and correctly, in the judgment of the Court of Exchequer Chamber. The question in effect is, whether thejCpurt of Queen's Bench was right in holding that the devise over to the children of John and Sarah took effect as a contingent remainder on the death of Ann without issue, or whether the Court of Exchequer Chamber was right in hold-' ing~that the devise over to the children of John and Sarah was one indivisible executory devise which could not be split or separated into two^ parts. ^ """^ Upon this point the decision of the Court of Exchequer Chamber seems to be mainly founded upon the judgment of Sir William Grant in the case of Leake v. Robinson, 2 Mer. 363. In that case the limi- tation over was to the whole of a class, of whom some were capable and others incapable ; and it was held by Sir William Grant that such a limitation could not be divided and be good as an executory devise for such as were capable, and bad for those that were incapable. The 542 RULE AGAINST PERPETUITIES (Part 4 class was indivisible, except by the testator himself, for if divided after his death it mig-ht be that the persons of the class who were by law incapable of taking in remainder were the very persons in favor of whom he included the whole class ; and therefore, if the devise were split, the persons who would take might not be those whom it was the intention of the testator to benefit. But the present case is upon this point c learly distinp-uish ahlp ; and th e limitation over seems to be in its nature divisihlp^ the havincy nn ch ild at all being one contingency, and the havino- a child wlii ch^ if a son, does not reach the age of twentv-three. or if a female, twen tv- /one, being th e othe r. In Do e d. Herbert v. S elby, 2 B. & C. 926, it UJ. wis held tnat an estate might be devised over in either of two events, and that in one event the devise may operate as a contingent remain- der, and in the other as an executory devise, and the Court of Queen's Bench in the judgment in the present case considers that it was gov- erned by the case of Doe v. Selby. It is admitted by the Court of Exchequer Chamber that by the words used by the testator in the limitation over, he intended to in- clude two events, first, the event of Ann never having a child at all, and the compound event of her having a child, and that child dying within the prescribed age. The first event, if it stood alone, was lega l. T h e second event was too remote to take effect according to law . The Court of Exchequer Chamber, however, was of opinion, that the testator included all these events, some legal, others illegal, in one class, and that the court could not separate them ; that the true mean- ing of the clause was, "in any event which can happen in which Ann dies leaving no child, who, if male, attains twenty-three years, or if female, twenty-one, I give the estate over." The whole question, therefore, as before observed is, whether the clause for carrying the estate over is divisible or not. If it is, the appellants ought to succeed, if not, the respondents ought to succeed. The terms used in the limitation over include two contingencies ; would there have been any real difference if the terms had been to Ann for life, with remainder to her children in fee, and if she has no child, or if she have a child who if a son shall not attain twenty-three years, or if a daughter who shall not attain twenty-one years, then over? In such case it can hardly be doubted but that the estate would be devised over in either of two events, and that in one event the de- vise over would be good as a remainder, though the second alternative would be objectionable as an executory devise on the ground of re- moteness. The Court of Exchequer Chamber remarks that in the case of Jones v. Westcomb, Gulliver v. Wickett, and the other cases cited upon the argument, the limitations over, whether divisible or not, were in any event legal, and those cases, therefore, do not affect the question in this, which turns upon the divisibility of the contin- gencies ; and, commenting upon the case of Murray v. Jones, the court observes, "That if Lady Bath had separately stated in her will Ch. 5) LIMITATIONS AND IXDEPEXDENT GIFTS 543 the two contingencies in either of which Mrs. Markham was to take, each would have been legal, and her including them in one expression made no difference. It is like expressing the individuals of a class all of whom can legally take, which will be good ; but the reverse is the case if some of the individuals cannot legally take." That was the case in Leake v. Robinson, which is clearly distinguishable from the present, for the reasons already stated ; and it may indeed be cited as an authority to show that the limitation over in that case might have been good, if the terms used had been such as to separate such part of the class as could take from such as could not. N o case or authority has been cited to show that where a devis e ov er mcludes two contingencies which are in their nature divisible, and o ne~ot which can operate as a remainder, they mav not be divided thou gli included in one expression : and our opinion does not at all confli ct with the authority of the cases of Proctor vTT he P.ishnp oT Bar i^ and ^ ;\ells^Z H. Bl. 358. and Tee v. Audlev. 1 Cox. C. C. 324/in neither ot whi ch "cases was it possible for t h^ limit; ^ t i'^ n over to oper ate aS Z femamder. Ave are therefore of opinion, for the reasons we have given, that the Court of Exchequer Chamber was wrong in holding that the con- tingencies in the limitation over could not be separated ; and as that was the ground of the decision, it is unnecessary to enter into the con- sideration of various points which were made, and cases which were cited upon the argument before your Lordships, as we think that the devise was divisible, and that the judgment of the Court of Queen's Bench was right, and that the will contained a valid devise on the death of Ann to the children of John and Sarah of the property origi- nally given to Elizabeth Maria and Ann respectively for their lives. Lord Cranworth. My Lords, in this case I do not propose to trouble your Lordships by going over the facts, or stating the terms of the devise. The will has been so fully considered, that after the unanimous opinion which we have received from the learned judges upon its construction, I think it is unnecessary for me to do more than to state to your Lordships that I concur in the opinion of the judges, and very shortly to state the grounds of that concurrence. I think that the gift to the children of John and Sarah on the death of Ann without issue in 1847 took effect as a contingent remainder and not as an executory devise, and so was good ; because when the particular estate determined, the contingency on which the remainder was to take effect had happened. On the death of Ann, the testator gives what she had enjoyed for her life to her children, that is, sons at the age of twenty-three and daughters at twenty-one. This devise, according to the decision of the Court of Queen's Bench in Doe d. Dolley v. Ward, would, if Ann had left any children, have given them a vested estate in fee simple with a subsequent executory devise, or attempted executory devise to the children of John and Sarah in the event of the sons dying under 544 RULE AGAINST PERPETUITIES (Part 4 twenty-three. This would have been bad for remoteness. But in the event which happened the gift to the children of Ann never took efifect, so that the question as to the remoteness of the gift over on the death of those children under twenty-three never arose. On the death of Ann, the contingency on which one sixth of the shares of Elizabeth and Ann was given to the children of John had happened, for Ann had then died without any child who could attain the age of twenty-three years ; and there is no rule which could prevent the es- tate from then vesting in those to whom it was given on a contingency which happened at the instant when the particular estate determined. The case is not distinguishable in principle from Gulliver v. Wickett. There, it is true, the devise over, if there had been a child, was on an event not too remote, and which, therefore, might have taken effect. In that respect it differs from the present case ; but the court held that the devise in the event which did happen, of there being no child, took effect, not as an executory devise, but as a contingent remainder. I state that, although I know that a very high authority, Mr. Fearne (Cont. Rem. 9th Ed. p. 396), says the contrary; but looking at the case, I can come to no other conclusion. The note of the reporter, at page 106, appears to me to show that he did not fully appreciate the force of Chief Justice Lee's language, which seems to have been studi- ously framed with the view of showing that in one event, that which did not happen, namely, the event of there having been a child, the gift over must have taken effect (if at all) as an executory devise, but in the event which did happen, namely, there being no child, the gift took effect as a remainder. The language is this ; after stating the case, he says, taking the proviso to be a limitation, and not a condition precedent, these cases amount to a full answer (the cases he had re- ferred to), and therefore we are all of opinion, "That the true con- struction of this will is, that here is a good devise to the wife for life, with remainder to the child, in contingency in fee, with a devise over, which we hold a good executory devise, as it is to commence within twenty-one years after a life in being, and if the contingency of a child never happened, then the last remainder to take effect upon the death of the wife ; and the number of contingencies is not material, if they are all to happen within a life in being or a reasonable time after- wards." Now, I am aware that Mr. Fearne treats the gift as an executory devise, and not as a remainder. But this is directly at variance with the language of the court (which I have just read), and as I think with the well-understood distinctions between executory devises and con- tingent remainders. If the language of the gift over had been that, "In case of the death of my said son, or either of my said two daugh- ters without leaving a child who shall attain the age of twenty-three years or without ever having had a child, then I give the share of such son or daughter unto the children," &c. ; surely, on the happen- ing of the latter alternative, namely, the death of one of the daughters Ch. 5) LIMITATIONS AND INDEPENDENT GIFTS 545 without ever having had a child, the children taking under the gift over, would have taken a remainder. They would have taken an es- tate expressly given to them on the determination of the preceding life estate, given to them, it is true, on a contingency which, according to the hypothesis, would have happened at the instant when the par- ticular estate came to an end. I can see no distinction, when we are only construing the language of the will, between the case where the contingency of dying without having had a child is, as I have suggest- ed, expressed, and wdiere it is implied, as it is in the present case. There is a contingent remainder in fee to the child of the tenant for life if she had had one ; if she had none then there is a gift to others in fee ; the contingency must be determined at her death ; and whether the result should be to give the estate to her own child, or to the chil- dren of her brother and sister, in either case the gift must take effect as a remainder, for no prior estate is divested or displaced. It is true that if the former alternative had happened, that is, if the daughter, tenant for life, had left a child, then there was a gift over on the death of that child, wdiich was void for remoteness. That gift over could only take efifect, if at all, as an executory devise ; for it would be a gift over divesting the fee simple given to the child of the tenant for life. But I see no reason for holding that because in one alternati ve the gift must have operated as a n execut ory devise, there- fore It must do so in the other. In the case which has happened there is'S'giit to the children ot the" surviving son and daughter taking efifect immediately on the termination of the preceding life estate, and which therefore is unobjectionable. I therefore entirely concur in the unanimous opinion of the judges, that the judgment of the Exchequer Chamber reversing that of the Queen's Bench was wrong. Lord WenslivYDALE. My Lords, I entirely agree with the learned judges in the answer which they have given unanimously to the ques- tion which your Lordships proposed to them, and in the advice given by my noble and learned friend who has preceded me. The facts of the case upon which the question arises are very suc- cinctly and distinctly stated in the judgment of the Court of Exchequer Chamber delivered by the late lamented Baron Alderson, and no fault can be found with any part of it prior to that relating to the clause which the judges in the Court of Exchequer Chamber held that they could not construe divisibly ; nor can any objection be made to the principles of construction which the court laid down, except as to that particular clause. The court held it to be clearly established that the testator gave an estate for life to his daughter Elizabeth Maria, with a contingent re- mainder in fee to her unborn children, which became vested on the birth of a child, and that upon such child or children being born, but failing, if a male, to attain twenty-three, and, if a female, twenty-one, 4 Kales Prop. — 35 546 RULE AGAINST PERPETUITIES (Part 4 then he gave Elizabeth Maria's share by executory devise to his three other children equally. That executory devise was too remote. But he also provided by a distinct clause that if Elizabeth Maria had no child the property should go over in like manner to his three other children ; and that event having happened, the devise over took efifect, not as an executory devise, but as a good contingent remainder to his three other children, one of whom was Ann. She died, never having had a child, and the contingent remainder in fee to her children failed. And the question arises on the terms of the devise over, in which the court observes there are not the two events which are separately and distinctly mentioned in the former devise. The devise over, if she shall have no children, is not mentioned in terms at all. The court admitted that the testator intended to include in the words of the clause the double events, first of Ann having no child at all (for, certainly, if she never had a child, she must die without leaving a son or daughter who should attain the required age), and, secondly, the compound event of her having a child, and that child dying under the prescribed age. But the court did not feel itself at liberty, in the case of an executory devise, so to construe the clause, but acted on the principle that a devise to a class, as Sir William Grant held in the case of Leake v. Robinson, could not be split. In concurrence with the opinion we have received from the learned judges, I think, this is a mistake. The gift to a class is a gift to a body of persons, uncertain in number at the time of the gift, but to be ascertained at a future time, and who are all to take equally, the share of each depending, as to amount, upon the ultimate number of per- sons (see 1 Jarman on Wills, 287-295), and that ultimate number is incapable of being ascertained within legal limits. Such a devise as this, Sir William Grant held he could not split into portions, for that would be to make a new will. But that doctrine is entirely inapplica- ble to this case. There is nothing to prevent the construing of the clause in the first instance, and ascertaining its proper meaning, though it be an executory devise, and having ascertained its meaning, to apply the rules of law to it. So doing in this case, there cannot be a doubt that the meaning of the clause is what the Court of Queen's Bench suggests it to be, and its legal efifect is precisely the same as if the testator had provided, in express words, for the event of Ann having no children, as he had done in the former clause as to Eliza- beth having none. So reading this clause, th ere is no doubt that in the event which happened of Ann having no chi ldren, the gift ov er tooK ettect Dy way ot cont mgent remamden RbRD Chelmsford. My Lords, the question jn this case is, wheth- er the devise over in case of the testator's daughter Ann dying with- out issue, or in case of all the children which she might have dying, if a son, under the age of twenty-three years, or if a daughter, under the age of twenty-one years, will embrace the case, which is not ex- pressly mentioned, of the daughter Ann never having a child at all ; Ch. 5) LIMITATION'S AND INDEPENDENT GIFTS 547 and if so, whether the devise over is good in that event, or whether it must not all be taken together, and the part with respect to the sons dying under the age of twenty-three being too remote an event to take effect according to law, the whole devise must not be held to be void. Both the Court of Queen's Bench and the Court of Exchequer Chamber consider that the devise in question included the case of the daughter Ann having no child ; Mr. Baron Alderson, who delivered the opinion of the Court of Error, saying : "It may be well admitted that the testator intended to include in the words two events : first, the event of Ann having no child at all, for certainly, if she never had a child, she must die without leaving a son who could attain twenty- three, or a daughter who could attain twenty-one ; but secondly, he also intended to include in the same words the compound event of her having a child, and that child dying under the prescribed age." But the Court of Queen's Bench held that the limitation might operate as a contingent remainder, in the event of Ann having no child, which would of course take effect, if at all, upon the determination of her life estate, although, if she had died leaving children, the limitation would have been void, as it would then only take effect as an executory de- vise, and would be bad as being too remote. The judges in the Court of Exchequer Chamber, on the contrary, held that, although the limi- tation inchided the event of Ann's having no child, which would of course, if it had stood alone, be a perfectly vahd bequest, to take effect on Ann's death, yet that being entire and indivisible, and part of it depending upon an event too remote to take effect according to law, it was altogether void. The ground upon which they proceeded was, that a devise upon different contingencies can only be split into its parts, and effect given to one part of it, where all the contingencies contemplated by the testator are legal, and for this reason they dis- tinguished the case of Jones v. Westcomb upon which the Court of Queen's Bench proceeded, and the case of Gulliver v. Wickett, which was upon the same will, from the present case. But it appears to me that the distinction is not to be supported either upon principle or by authority. It is conceded by the Court of Error that the limitation in question involves a contingency with a double aspect, depending upon events which are distinct and separate from each other. The alternative contingencies must therefore be taken as if they had been separately and distinctly expressed. Why then should the words of contingency, on which the void estate was intended to be limited, affect the valid estate to which they do not apply?" And can there be any difference in principle between cases where'fhe alternative lifnita- tions, though distinct and separate in their nature, are both involved in words which apply equally to and include within them both the limitations and those where each of the limitations is separately ex- pressed by its appropriate description? If this is so, the opinion of the Court of Exchequer Chamber is opposed to the authority of the 548 • RULE AGAINST PERPETUITIES (Part 4 cases of Leake v. Robinson, Goring v. Howard, 16 Sim. 325, and oth- er cases which relate to personal property, and Alonypenny v. Dering, 2 De G., AI. & G. 145, which is a case of real property. The case of Proctor V, The Bishop of Bath and Wells was pressed upon your Lordships as a conclusive authority in favor of the defendant ; but it appears to me to afford him no assistance. In that case there was no possibility of the limitation ever taking effect independently of the first devise. It was limited upon the event of Thomas Proctor having no son capable of entering into holy orders. This must necessarily have been contingent during the life of Thomas Proctor, the devise over was wholly dependent upon it, and as the court said, "The words of the will could not admit of the contingency being divided." If the devise over had been in case Thomas Proctor should have no such son at the death of the testator, it would have been more hke the present case, and would have exactly resembled Monypenny v. Der- ing, and there would have been no doubt, notwithstanding the invalid- ity of the devise to the son of Thomas Proctor, that the alternative limitation would have been good. I therefore concur in the opinion which has been expressed by my noble and learned friends, that the judgment of the Court of Queen's Bench was correct, and that the judgment of the Court of Exchequer Chamber reversing that judgment was erroneous, and ought to be reversed. Lord Brougham. My Lords, I entirely agree with all my three noble and learned friends who have addressed your Lordships, and with the learned judges who, after full consideration, have given a clear and unanimous opinion upon the subject. As to the cases, of which there are several, I need not go into them. One of them is Proctor V. The Bishop of Bath and Wells. In that case there was no particular estate to support the contingent remainder, and it was clearly an executory devise. There were also several other cases which I need not go into, as my noble' and learned friends have refer- red to them. I therefore move your Lordships to pronounce judg- ment for the plaintiff in error, reversing the judgment of the Court of Exchequer Chamber, and setting up the judgment of the Court of Queen's Bench. Judgment of the Cour t of Exchequer Chamber rev ersed, and judg- ment given tor the" plaintiff in error.^ 5 The principal case was misapplied in Watson v. Toung, 28 Ch. D. 436 (1S85), but its correct application was made in In re Bence, [1891] 3 Ch. 242, and in In re Hancock,, [1901] 1 Ch. (C. A.) 4S2,''aud [19021 A. C. 14, where the misapplication in Watson v. Young was noted. Ch. 5) LIMITATIONS AND INDEPENDENT GIFTS 549 STORRS V. BENBOW. (Court of Chancery, 1853. 3 De Gex, M. & G. 390.) The Lord ChancEIvLOR ® [Lord Cranworth]. I was perfectly prepared to dispose of this case three months ago, but was told that the point was very much the same as that raised in Gooch v. Gooch, 3 De G. M. & G. 366, and that the parties therefore wished the matter to stand over until that case was disposed of, thinking it might have a material bearing upon the present question. I confess, however, that this appears to me to be a perfectly clear case, and to be independent of any decision in Gooch v. Gooch. The question arises upon a clause in a codicil which is in these words : "Item. I direct my executors to pay by and out of my per - sonal es tate exclusively the sum of £500 apiece to each child that may b( ^born t o either of the children of either of my brothers lawfully te- goTten, to be paid to each ot them on his or her a ttainmg the age"o f twenty-o ne years without beneht ot survivorship." This is a money legacy to each child of any nephew the testator had or might have. The testato r had brothers living ; but there might be legacies .too_re- m ote, because the gift included legacies to~children of a chi ld not yet born . Tlie bill was filed twenty or thirty years ago ; and the cause was heard before Sir John Leach. The argument then was, that the gift was too remote; but Sir Tohn Leach thought that, according to the true construction of the clause, chil dren born in the lifetime ot th e testalot' weie i neant. and therefore he said the gift could not be too remote, lor it only let in children that mi^ht be bo rp bofwopn fhp r]atp o f the will and the deatlT A decree was accordingly made declaring that tlie children in esse only at the time of the death of the testator were entitled to the legacies, and it was referred to the master to in- quire, &c. The master found that the p laintiff was in esse in this se nse ; namelv. that the testator died in October and the piaintitt was born six month s atterwards ; and 1 think he was so. The quesiion then Is whether he is entitled; I am of opinion tliat he certainly is ; for he was a child in esse within the meaning put upon the clause bv S ir John Leac h. There are th ree way s in which this g ift might be interpre ted : it might mean children that were in esse at the date of the wi ll : it might mean children that might come into esse in the lifetime of the testator ; and it might mean c hildren born at any time . I own it seems to me that th jc^ gpnt lpmnn k pntitled quacunque Via. If it was to the chil- dren then in being, he would, I think, be probably within the meaning of such description; but if it was to children to come in esse in his lifetime and afterwards to be born, it seems to me that a child in ventre « The opinion onl}- is here given. 550 RULE AGAINST PERPETUITIES (Part 4 sa mere at the death of the testator was a child "hereafter to be bom" within the meaning of the provision. The rule that makes a limitation of this kind mean children at the death of the testator is one of convenience : a line must be drawn somewhere, otherwise the distribution of the testator's estate would be stopped, and executors would not know how to act ; but that rule of convenience cannot be applied to exclude a child certainly within the meaning of the limitation, in the absence of any contrary expressed intention of the testator. I think therefore that Sir John Leach was right, supposing the interpretation of the will to be what I have stated, and that this child certainly comes within the description. I must add, h owever, that I do not sav that the gift was at all remote it iL -uigant a child to be born at any time, because this is not the case of a class ; it is a gif t of a pecuniary leg acy of a particula r amount^to every child of every nephew which the testa tor then had, or of every nephew that mi ght beTorn af ter his death, and is ther efore good as to the childr en of t he nephews h'eni eii had, and b ad as to the_children of nephew s to be lborn after his deatT T It would be a mistake to compa re this with Leake v. Robinson, 2 Mer. 363, and other cases where the parties take as a . class ; tor the difficulty which there arises as to giving it to some and not giving it to others does not apply here. The question of whether or not-the children of after-born nephews shall or shall not take, has no bearing at all upon the question of whether the child of an existing nephew takes ; the legacy given to him cannot be bad because there is a legacy given under a similar description to a person who would not be able to take because the gift would be too remote. I give therefore ^q positive_02i nion upon the po int of remoteness generally in this case, because I think that quacunque via, on the construction of the will, there~is nothing~to~7ustity the exclusion fr om ta king of a^ild who waFcbnceived at the death of the testator~anci born~si?rTrr"seven moiitli s afterwards! If the wor"ds~iF"questionlTieant children who though not theiFiiT existence should be in existence at the death, the plaintiff was in existence at the death ; and if they mean children born at any time, he was born and must have been born if at all within such a time as made his legacy not remote. I am therefore of opinion that in any way he is entitled CATTLIN v. BROWN. (Court of Chancery, 1853. 11 Hare, 372.) The question arose upon a devise by Frances Bannister, who died in 1805, to T homas Bannister Cattlin for lif e, with remainder to al l and e very the child and children of the said Thoma s^annister Cattlin, d uring their natiiral live s, in equal shares if more~than oneJan^L^hj^ the decease of airy or either of such child or children, then the part Ch. 5) LIMITATIONS AND INDEPENDENT GIFTS 551 or share of him, her, or them so dying unto his, her , or their child or ch ildren lawfnlly b egotten or to be begotten, and to his, her, or their h eirs forever, as tenants in common. The testator died in January, 1805. Thoma s Bannister Cattlin had issue five childre n; namely, George, Emma, Cecilia, Caroline, and Clement , who w ere born in the lifetime, and were living at t he deatli_Df Ike. testat o_r; and one child named" Judee, who became the wife of Adam Brown, and went to India in 1828, and it is presumed died on her passage or immediately after her arrival, as she was not afterwards heard of, and who left issue sev- eral children, some of whom survived Thomas Bannister Cattlin the tenant for life. Caroline, one of the children, who survived the tes- tator, had also issue several children. Th omas Bannister Cattlin also had o ther issue, ten children , Thomas IMagnus, Charlotte, Frederick Wilham, Eliza, Frederick Fisher, William, Emily, Clarissa, Alary, and Susannah, born after the decease_gfjtlieJjestator, Of these, two, Fred- erick William and Jihza, diedin his lifetime without having had any issue. Several of the other children who were born after the death of the testator had issue. The devised estate was su bject to a mortgage created by the t es- tator for securing the payment of £2000 and interest; and under'^he decree of the court, made in 1843, the same estates w^ere conveyed in fee by way of mortgage to secure £2574 and interest, which was raised to pay the debts of the testator. The authorities referred to are mentioned in the judgment, with the exception of Griffith v. Pownall, 13 Sim. 393, which is to the same effect as the cases referred to in the fifth rule. (Infra, page Z17 [see p. 554, this volume].) Vice-Chancellor [Sir William Page Wood]. The point in this case is one of some novelty, and I therefore propose to state somewhat fully the reasons that have led me to the conclusion to which I have come. The question arises on a short devise to Thomas Bannister Cattlin for life, and after his decease to all and every his children or child, for their lives, in equal shares, and after the decease of any or either of them, the part or share of the child so dying unto his, her, or their children or child, and his, her, or their heirs forever, as tenants in common. There were some children of Thomas Bannister Cattlin in esse at the death of the te.;tator, and others who were subsequently born ; and the question which has been argued is, w hether the remainder in fee tn an y of the ^~can be held to b e bad . The rule against perpetuities has no ap- phcation to a transter m a certain event from one charity to another, as is expressly laid down by Lord Cottenham in the case of Christ's Hospital V. Grainger, 1 Mac. & G. 460, 464. It is said that the con- dition tends to produce or bring about a misapplication of funds de- voted to charitable purposes, and the case of Wilkinson v. Wilkinson was referred to as showing that the gift must, therefore, be held to be bad. I am, however, u nable tn spp fhnf t h p rnndit inn ■impn'^pH here tends necessarily to a bre ach of trus_t on the part of the trustees of the Society, "^uch societies depend largely on the voluntary contri- butions of their supporters; and the funds required for keeping the Ch. S) CHARITIES 583 family vault in repair may readily, I doubt not, be obtained from per- sons willing to subscribe for the purpose of retaining the administra- tion of this large fund in the hands of the society, and without in the least trenching on any funds devoted to charitable purposes. I am of opinion, therefore, that the condition is good. From that decision the defendants, the trustees of the London Mis- sionary Society, appealed, asking that it might be declared that the condition attached to the legacy was void, and that the gift over of the legacy to the defendants, the Governors of Christ's Hospital, upon the breach of such condition, was not a good gift. Since the commencement of the proceedings the plaintiff had died, the defendant, Charles Tyler, thus becoming the testator's sole legal personal representative. The appeal came on for hearing on the 17th of July, 1891. LiXDLEY, L. J. In this case Sir James Tyler, by his will, made a disposition which is not in very artificial language, but it is tolerably plain. It runs thus : "I give to the trustees for the time being of the London Missionary Society the sum of £42,000 Russian 5 per Cent. Stock, with a rent-charge to my brother Charles Tyler, Esq., of ilOOO a year for life. Also I commit to their keeping of the keys of my family vault at Highgate Cemetery to the care and charge." Then comes a clause which is parenthetical : "My brothers to be buried in the vault if they wish, and to use the same, if they wish, for any mem- ber of the family, the same to be kept in good repair, and name legible, and to rebuild when it shall require." Leaving out the parenthetical clause as to the brothers, it runs thus : "I commit to their keeping" — that is, the London Missionary Society's keeping — "of the keys of my family vault at Highgate to the care and charge" — I suppose that means "their" care and charge — "the same to be kept in good repair, and name legible, and to rebuild when it shall require : failing to comply with this request, the money left to go to the Blue Coat School, Newgate Street, London." j\lr. Justice Stirling has decided that the condition on which the gift over is to take effect is valid, and the appeal to us is against so much of his order as d eclares that the condition of repairing and rebuildi ng the fa mily vault is a v alid condition and binding on the defendants, the London Missionary Society; the defendants asking that that may be reversed. There is no doubt whatever that this condition, in one sense, tends to a perpetuity. The tomb or vault is to be kept in repair, and in re- pair for ever. There is also no doubt, and I think it is settled, that a gift of that kind cannot be supported as a charitable gift. But, then, this case is said to fall within an exception to the general rule relating to perpetuities. It is common knowledge that the rule as to perpetui- ties does not apply to property given to charities ; and there are rea- sons why it should not. It is an exception to the general rule ; and 584 RULE AGAINST PERPETUITIES (Part 4 we are giiided in the application of that doctrine by the case which has been referred to of Christ's Hospital v. Grainger, 1 ]\Iac. & G. 460. It is sufficient for me to refer to the head-note for the facts. The bequest there was "to the corporation of Reading, on certain trusts for the benefit of the poor of the town of Reading, with a proviso that, if the corporation of Reading should, for one whole year, neglect to observe the directions of the will, the gift should be utterly void, and the property be transferred to the corporation of London, in trust for a hospital in the town of London." It was argued that that gift over was invalid, and Lord Cottenham disposes of the argument in this way (1 Mac. & G. 464) : "It was then argued that it was void, as con- trary to the rules against perpetuities. These rules are to prevent, in the cases to which they apply, property from being inalienable beyond certain periods. Is this effect produced, and are these rules invaded by the transfer, in a certain event, of property from one charity to another? If the corporation of Reading might hold the property for certain charities in Reading, why may not the corporation of London hold it for the charity of Christ's Hospital in London ? The property is neither more nor less alienable on that account." Guided by that decision, and acting on that principle, Mr. Justice Stirling held that this condition was a valid condition ; and it appears to me that he was right. What is this gift when you come to look at it? It is a gift of i42,000 Russian 5 per Cent. Stock to the London Missionary Society. What for? It is for their charitable purposes. It is a gift to them for the purposes for which they exist. Then there is a gift over to another charity in a given event — that is to say, the non-repair of the testator's vault. It seems to me to fall precisely within the p rincip le on which C lirist's Hospital v. Grainger w^as de- cided. A gif t to a^ ch antv for"cHaritable purposes, with a gi^ t _over on an event whTcli mav __be beyond the ordinary limit of per pet uities t o another ^larity^^Tcannot see that there is anything ille^gaT in this. J\Ir. Buckley has put it in the strongest way he can. He says that, if yo u give eltect to this condition, you will be enabling people to evacte" the law relatingJo jjerpetuTt ics. Ttalce Tt^ffiis decision will not go the length — certainly I do not intend it should, so far as I am concerned — • that you can get out of the law against perpetuities by making a charity a trustee. That would be absurd ; but that is not this case. Th is propert y is given to the L ondon Missionary Society for th eir ch aritable purposes. Then, there is a conditi on that, if the tonTb is not kept in order, the fund sha ll g^ _ovpr to another rhnrity. — That appears to me, both on principle and jtuthority^ to be valid ; and I do not think it is a suf^cient answer to say that such a conclusion is an inducement to do that which contravenes the law against perpetuities. There is nothing illegal in keeping up. a tomb; on the contrary, it is a very laudable thing to do. It is a rule of law that you shall not tie up property in such a way as to infringe what we know as the law against Ch. 8) CHARITIES 585 perpetuities; but there is nothing illegal in wha t the testator has done here.,^ The appeal must be cTismissed with costs. Fry, L. J. I am of the same opinion. In this case the testator has given a sum of money to one charity with a gift over to another charity upon the happening of a certain event. That event, no doubt, is such as to create an inducenie nt or motive on' the p¥Ft of the first donee, the Lon d on Missionary S ociety, to~1fepairthe f amily tomb of the testator . Inasmuch as both the do- nees ofThisTund, the first donee and the second, are charitable bodies, and are created for the purposes of charity, the rule of law against perpetuities has nothing whatever to do with the donees. Does the rule of law against perpetuities create any objection to the nature of the condition ? If the testator had required the first donee, the Lon- don ]^Iissionary Society, to apply any portions of the fund towards the repair of the family tomb, that would, in all probability, at any rate, to the extent of the sum required, have been void as a perpetuity which was not charity. But he has done nothing of the sort. He has given the first donee no power to apply any part of the money. He has only created a condition that the sum shall go over to Christ's Hospital if the London Missionary Society do not keep the tomb in repair. Keeping the tomb in repair is not an illegal object. If it were, the condition tending to bring about an illegal act would itself be illegal ; but to repair the tomb is a perfectly lawful thing. All that can be said is that it is not lawful to tie up property for that purpose. But the rul e of law against perpetuities applies to prope rty , not m otives ; an in know of no rule -wh ich says th at_>xiu_may jiot tr y to enforce a condition creating a perpetu al inducement to jdo a thing whi ch is law - ful; ThaOs this case. ■~Tlien it is said by Mr. Buckley, "But if the gift had been to the London Missionary Society simply, they might have spent the money; by imposing this condition you require them to keep that invested, because it may have to go over at any moment to Christ's Hosj^tal." What is the harm of that? Being a charity, and not affected by the rule against perpetuities, whether you direct them to keep the money invested in plain Avords, or whether you impose the condition which renders it necessary to keep it invested, seems to me the same thing and to be equally harmless, and not affected by the law against perpetuities. I think the learned Judge in the court below was quite right, and that this appeal must be dismissed. Lopes, L. J. I am of the same opinion. 586 EULE AGAINST PERPETUITIES (Part 4 In re BOWEN. (Chancery Division, 1893. L. R. [1893] 2 Ch. 491.) Adjourned summons. The Rev. Daniel Bowen, of Wann-I-for, in the county of Cardigan, by his will, dated the 3d of September, 1846, bequeathed to trustees two sums of £1,700 and £500, respectively, upon trust to invest the same, and in the next place to establish in each of certain parishes in Wales, a We lsh day-school to be called the "Wann- I-for Charity School," and to continue the same schools for ever there - after; and he declared that " if at any tim_e_hereaf ter the Governmen t of this kingdom shall estab lish a general systern of e ducat ion, the sev- eraTTrusts ot the said several sums of £1,700 and £500 shall cease and determine, and I bequeath the s aid several sum s in the same manner as I have bequeathed t he residue of my personal estat e." ^The testator appointed his sisters, Jane Lloyd, Ann Phillips, and Rachel Rees, to be his executrixes and residuary legatees. The testator died in October, 1847, and after his death the two sums of £1,700 and £500 were duly applied for the purposes of the charities. This was an originating summons taken out by the personal repre- sentatives of the residuary legatees raising the following questions : (1) whether the Government had by the Elementary Education Act, 1870, and the Acts amending it, established a general system of educa- tion; (2) whether the trusts by the will declared of the two sums of £1,700 and £500 had ceased and determined; and (3) whether, if so, those sums had fallen into the residue of the testator's estate. The summons was opposed by the trustees of the charities and the Attor- ney-General. Stirling, J. (after stating the facts, continued). According to the law as stated by Sir G. Jessel, M. R., in London and South- Western Railway Co. v. Gomm, 20 Ch. D. 562, 581, if the gift in favor of the residuary legatees is one which is not to vest until after the expiration of, or will not necessarily vest within the period fixed and prescribed by law for the creation of future estates and interests, then the gift is bad, unless the circumstance that the prior gift is in favor of a charity makes a difference. It has been decided that the rule against perpetui- ties has no application to the transfer in a certain event of property from one charity to another. Ch rist's Hospital v.^_ ^rainger, 1 Mac. & G. 460; In re Tyler, [1891] 3 Ch. 252. The principle of those de- cisions, however, d oes not exte nd, in my opinion, to cases where (1) an immediate gift in favor of_griyale_individAJ is followed by an exe^tory^giftln f avoFof charity, or (2) arTimmediate gift m tavorbf charily Ts foTToWedriJylifrexecutory gift in Tavor of private^mdividuals. Of tTiFTormer class of cases" Lord Chancellor Selborne, in gu'ing the judgment of the Court of Appeal in Chamberlayne v. Bockett, Law Rep. 8 Ch. 211, says: "If the gift in trust for charity is itself condi- tional upon a future and uncertain event, it is subject, in our judgment, Ch. 8) CHARITIES 587 to the same rules and principles as any other estate depending for its coming into existence upon a condition precedent. If the condition is never fulfilled, the estate never arises ; if it is so remote and indefinite as to transgress the limits of time prescribed by the rules of law against perpetuities, the gift fails ab initio." The second class of cases does not seem to have fallen under the consideration of any court in this country; but the Supreme Court of Massachusetts has in Bratde- Square Church v. Grant, 3 Gray, 142, 63 Am. Dec. 725, and Theologi- cal Education Society v. Attorney-General, 135 Mass. 285, held that the rule against perpetuities applies to them. For the knowledge of these decisions I am indebted to the very learned and able treatise of Professor J. C, Gray on the Rule against Perpetuities (see sect. 593), to which I was referred in argument. On the other hand, as property may be given to a charity in perpetuity, it may be given for any shorter period", however long; and tlie interes^undisposed of, even irTt~cannOT~" be ^trre'subj ect ot_a dii"ect""executofy gift, may beTe Tt to d evelop as~tri e la w prescrib es. Of this an example is to be found in In re Randell, 38 Ch. D. 213, 218, in which the head-note is as follows: "A testatnx be- queathed i 14,000 on trus^to pay the income to_ the i ncu mben t of th e church at H. for the time being so long as he permitted the sittings to be ^ occupied' Tr ee! in case p ayment for sittiiigs ^ was evejL de manded , she directed the i 14,000 to fall into her residue :-^Held, first, that the testatrnTTiad noTexpressecTa general intention to devote the i 14,000 to charitable purposes, so that in case of failure of the trust for the benefit of the incumbent the fund would be applied cy pres ; secondly, that the clir ection that the fund should fall into the residue, bein^ a d i- re ction that the fund sho uld go as the law would otherwise carry it, did not ofifend the rule agamst perpetuities ." In giving judgment ]\Ir. Justice North said: "On the construction of the will, it is a charitv fo r a particular limited purpose, and nothing beyond that is declare d ; as soon as that particular purpose comes to an end, the fund which was subjected to that particular trust falls into the residue of the estate; and it would do so just as much if there was no such limitation as this in the will, as it does when the limitation exists. The limitation is that, in that case, 'the trust moneys, and the interest, dividends, and annual income arising therefrom shall fall into and be dealt with as part of my residuary personal estate.' If she had said that it would fall into and form part of her residuary personal estate, she would simply have been saying what the law is ; and saying that it shall do so is simply saying what the law would do without such a statement. In m v^opin - i on a direction that in a particul ar event a fund shall go in the way in which the la w would make it go in the absence of such a dire ction, canno r'&e^i d--tQ-J ie an invalid gift, or contrary to the policy^of^ jthe law," The qu estion which I have to decide, therefore, appears to me to re- duce itself to one of the construction of the testator's will — i. e., wheth- er the testator has given the property to charity, in perpetuity, subject 588 RULE AGAINST PERPETUITIES (Part 4 to an executory gift in favor of the residuary legatee, P^_^^^^^^iL^ has given it for a limited period, leaving th e undisposecToITnterest tQ^ faTTinto re sidue . In construing the wilfthe rule to be applied is that stated by Lord^Selborne in Pearks v. Moseley, 5 App. Cas. 714, 719: "You do not import the law of remoteness into the construction of the instrument, by which you investigate the expressed intention of the testator. You take his words, and endeavor to arrive at their mean- ing, exactly in the same manner as if there had been no such law, and as if the whole intention expressed by the words could lawfully take effect. I do not mean, that, in dealing with words which are obscure and ambiguous, weight, even in a question of remoteness, may not sometimes be given to the consideration that it is better to effectuate than to destroy the intention ; but I do say, that, if the construction of the words is one about which a court would have no doubt, though there was no law of remoteness, that construction cannot be altered, or wrested to something different, for the purpose of escaping from the consequences of that law." Now, the sums of il,700 and i500 are bequeathed to trustees who are obviously selected with a view to the efficient administration of the charitable trusts created by the will, and were not intended by the testator to be charged with any duties as re- gards any other portion of his property. He directs the trustees named in the will, by means of the funds paid over to them by his executors, to establish certain schools, "and to continue the same schools for ever thereafter." He contemplates a perpetual succession of trustees in whom the execution of the trusts is to be vested. I think that on the true construction of the will the re is an immediate disposition in fav or of "chanty m perpeiuiiy, a nd not tor any shorter period . That is f ol- lowed by a gilt over i t at any time the Government should establish a general syst em 6t educati on ; and u nder that gift over the residuary legatees t ake a iuture interest conditional on an event which need not necessarily occu r within perpetuity limits . It follows that the giit over is bad; and, consequently, the summons must be dismissed.* 4 Where the gift to the charity comes to an end at too remote a time, there is a resulting trust, and the fact that at that time those are entitled who would take under the residuary clause makes no difference. In re Blunt's Trusts [1904] 2 Ch. 767; Hopkins v. Grimshaw, 1G5 U. S. 342. 355. 17 Sup. Ct. 4.01, 41 L. Ed. 739; Gray, Rule Against Perpetuities (2d Ed.) § 603i. Ch. 8) CHARITIES 589 SIXXETT V. HERBERT. (Court of Chancery, 1872. L. R. 7 Ch. 2.32.) This was an appeal from a decision of Vice-Chancellor Bacon, Law Rep. 12 Eq. 201.^ Mary Moine, by her will, dated the 7th of April, 1865, after giving certain annuities and disposing of her real estates, bequeathed to Fred- erick Rowland Roberts and John Sinnett, whom she appointed her ex- ecutors, £3.000, "to be by them applied in aid of an endowment for a Welsh church now in course of erection at Aberystwith. And as for and concerning the residue of my personal estates and effects, subject to the payment of my debts, funeral and testamentary expenses, and the legacies hereinbefore by me bequeathed, I bequeath the same to the said F. R. Roberts and J. Sinnett upon trust to be by them applied in aid of erecting or of endowing an additional church at Aberystwith aforesaid." The testatrix died on the 10th of December, 1866. A suit having been instituted for the administration of the testatrix's estate, an inquiry was directed by the decree whether there was any church answering the description in the will of "an additional church at Aberystwith" being erected or being about to be erected at the time of the death of the testatrix. By his certificate, the chief clerk found that there was not any church answering the description in the will of an additional church at Aberv^stwith bemg erected or being about to be erected at the time of the testatrix's death. It appeared from the evidence of the vicar of Aberystwith, that at the date of the will there was at Aberystwith the church of St. Michael, which was constituted by Order in Council in 1861 the district church, and that there was also a church then in course of erection as a chapel of ease to St. Michael's, and known as the "Welsh church," from its being intended to hold the services therein in Welsh. This church was opened for public worship in August, 1867. Beyond these two church- es, there was no other church at Aberystwith, and there was not any- church being erected or being about to be erected there, although, as the vicar stated, he had often talked with the testatrix respecting the endowment of the AVelsh church, and the necessity during the sum- mer season of additional church accommodation, either by enlarging St. Michael's, or by building an additional church, or by having an ad- ditional service for visitors at the Welsh church. The Vice-Chancellor held that the gift of the residue was not intend- ed to provide an endowment, except in the event of a church being erected or in course of erection at the testatrix's death, and that the gift, therefore, failed. 5 Part of the case is omitted. 590 RULE AGAINST PERPETUITIES (Part 4 From this decision the Attorney-General appealed. Lord HatherlEy, L. C. I entertain no doubt as to what ought to be done in the present case. Very able arguments on both sides have been addressed to me this morning with respect to the application of the doctrine of cy pres, but I do not think that tliere is any necessity for going into that question at present. As far as I can judge from what has been stated there is a possibility of a church being built at Aberystwith, and therefore I think it is extremely probable that we may never arrive at the application of that doctrine at all. I think it is plain in the first place that upon the true construction of the will the bequest must be taken to be a bequest for the purpose of aiding in the erection of any additional church in Aberystwith. I differ so far from the Vice-Chancellor, who thought that the testatrix in- tended to confine her executors to the case of an actual church erected and requiring endowment, or a church in progress of erection at the time of her death. As to the difficulty from the possible remoteness of the time when her intention can be carried into effect, I think the case of the Attorney- General V. Bishop of Chester, 1 Bro. C. C. 444, is a complete answer. In that case the ver}^ point which arises here was suggested. There was a sum of £1,000 left for a good charitable purpose, namely, for the purpose of establishing a bishop in the king's dominions in America. There was no bishop in America. The sum, being only £1,000, was not very likely in itself to be sufficient to establish a bishop. Nothing could be more remote, or less likely to happen within a reasonable pe- riod, than the appropriation of that fund to that particular object. But the court did not direct any application of the fund According to the cy pres doctrine ; it would not allow the fund to be dealt with immedi- ately, but directed the fund to remain in hand for a time, with liberty to apply, because it was not known whether any bishop would be es- tablished. But that the court would continue to retain it forever, wait- ing until a bishop should be appointed, I think is a very doubtful propo- sition. There have been numerous cases of gifts to charities where an in- quiry has been directed, whether there is anything in esse to which the fund of the testator can be properly applied so as to carry out his wishes. One of the last of such cases was that cited by Mr. Bristowe, R ussell v ^_Jackson, 10 Hare, 204, in which the testato r wished a socialist school to be establi shed . The court held the gifTas to the inv- purFT5CTs6naTtyl:o be bad under the Statute of Mortmain. It then di- re cted^ n inquiry what the principles of socialism were, in order to see" whether they contained anything really objectionable. A ^sirmlaf~in- quiry appears to have been directed in the case of Thompson v. Thomp^ son, 1 Coll. 395, where the testator left a fund for the appoin tment of a professor to teach his opinions as contained in the testator^j)rinted books^ which nobody at that time had read. It being found on in- quiry that there was nothing contrary to morality or religion in~the Ch. 8) CHARITIES 591 opinions contained in those books, the trust was ordered by the court to be^^rned_TiiTt7 ^ The course, therefore, that seems to me the correct one, upon the first part of the case, is to direct an inquiry at chambers whether or not the funds which are effectually given to the trustees for the purpose of aiding in erecting or endowing a church at Aberystwith, or any and what part thereof, can be so laid out and employed. CHAMBERLAYNE v. BROCKETT. (Court of Chancery, 1872. L. R. 8 Ch. 206.) This was an appeal by the Attorney-General from a decision of the Master of the Rolls. Sarah Chamberlayne, by will dated the 13th of January, 1858, after giving various legacies, mostly for charitable purposes, proceeded as follows : "As I consider all my family the same to me, I wish to make no difference, and as I could not select any of them that I confidently could feel would not spend my money on the vanities of the world, as a faithful servant of the Lord Jesus Christ I feel I am doing right in returning it in charity to God who gave it. I therefore give and be- queath all the rest, residue, and remainder of my personal estate and effects, whatsoever and wheresoever, after payment of all my just debts, my funeral expenses, and legacies as aforesaid, unto my said brothers, William Chamberlayne, John Chamberlayne, and H. T. Chamberlayne, and to the survivors and survivor of them, and to the executors, administrators, and assigns of such survivor upon trust that they do and shall, with all convenient expedition after my death, invest the same and every part thereof in the stock called £3 per Cent. Con- solidated Bank Annuities after selling such parts of the said residue as may be necessary for that purpose ; and my will and desire is that the said trustees do and shall stand possessed of the said residue so in- vested as aforesaid upon the trusts, intents, and purposes following: (that is to say) upon trust to pay out of the annual dividends or pro- ceeds of the said residue so invested as aforesaid the sums following, yearly and every year forever (that is to say) : " [Here followed a list of small annual payments]. "And my further will and desire is, when and so soon as land shall at any time be given for the purpose as here- inafter mentioned, that an almshouse or almshouses, consisting of ten rooms with suitable appendages for ten poor persons, should be built in the parish of Southam, in the county of Warwick; also an alms- house or almshouses, consisting of five rooms with suitable appendages for five poor persons, in the parish of Long Itchington, in the county of Warwick" [similar directions as to two other almshouses], "all to be built in a plain substantial manner, no expensive ornament what- 592 RULE AGAINST PERPETUITIES (Part 4 ever." [Here followed directions as to the inmates.] "And my will and desire further is, that the surplus remaining after building the almshouses aforesaid should be appropriated to making weekly allow- ances to the inmates of each ; and my will and desire is that each room in the several almshouses aforesaid should be supplied with a suitable Bible of a large type." The above trustees were named executors. William and John Chamberlayne predeceased the testatrix. Henry Thomas Chamberlayne, the sole surviving executor, proved the will, and filed his bill against the other next of kin for the administration of the personal estate. The Attorney-General was served with the de- cree. The residuary estate, which consisted of pure personalty, was found, on taking the account, to amount to upwards of i 10,000. The Master of the Rolls, on the case coming on for further consideration, held that the residue was not effectually given in charity, but was di- visible among the next of kin of the testatrix.** Lord Selborne, L. C. The only question which appears to us to require decision in this case is whether, upon the true construction ot the will, a trust for charitable purposes of the whole residuary per- sonal estate was constituted immediately upon the death of the testa- trix, or whether the charitable trust as to the residue not required to make the fixed payments mentioned before the directions as to the almshouses and almspeople was conditional upon the gift of land at an indefinite future time for the erection of almshouses thereon. If there was an immediate gift of the whole residue for charitable uses, the authorities mentioned during the argument (Attorney-General v. Bishop of Chester, 1 Bro. C. C. 444 ; Henshaw v. Atkinson, 3 Madd. 306 ; and Sinnett v. Herbert, Law Rep. 7 Ch. 232 ; to which may be added Attorney-General v. Craven, 21 Beav. 392) prove that such gift was valid, and that there was no resulting trust for the next of kin of the testatrix, although the particular application of the fund di- rected by the will would not of necessity take effect within any as- signable limit of time, and could never take effect at all except on the occurrence of events in their nature contingent and uncertain. When personal estate is once effectually given to charity, it is taken entirely out of the scope of the law of remoteness. The rules against per- petuities (as was said by Lord Cottenham in Christ's Hospital v. Grain- ger, 1 Mac. & G. 464) "are to prevent, in the cases to which they ap- 6 Lord Eomilly, M. R., after giving his reason for holding some of the legacies void, continued: I am of opinion that the gift of the residue is also void, not as being af- fected by the INIortmain Act, but as being a perpetuity. Suppose a testator gave £1,000 to be accumulated until some heir of John Jones should select a descendant of A. B. to receive it. That would be void on the ground of per- petuity, because an indefinite period might elapse before the selection was made. So here there is no gift in charity unless and until some person gives land for the purpose of the charity, which may not happen for an indclinite period. I am, therefore, of opinion that there is an intestacy as to the res- iilue. Ch. 8) CHARITIES 593 ply, property from being inalienable beyond certain periods." But those rules do not prevent pure personal estate from being given in perpetuity to charity ; and when this has once been effectually done, it is (to use again Lord Cottenham's language) "neither more nor less alienable" because there is an indefinite suspense or abeyance of its actual application or of its capability of being applied to the particular use for which it is destined. If the fund should, either originally or in process of time, be or become greater in amount than is necessary for that purpose, or if strict compliance with the wishes and directions of the author of the trust should turn out to be impracticable, this court has power to apply the surplus, or the whole (as the case may be) to such other purposes as it may deem proper, upon what is called the cy pres principle. On the other hand, if the gift in trust for charity is itself conditional upon a future and uncertain event, it is subject, in our judgment, to the same rules and principles as any other estate depending for its com- ing into existence upon a condition precedent. If the condition is never fulfilled, the estate never arises ; if it is so remote and indefinite as to transgress the limits of time prescribed by the rules of law against perpetuities, the gift fails ab initio. We agree with what was said by the Master of the Rolls in Cherry V. Mott, 1 My. & Cr. 132, that "there may no doubt be a conditional legacy to a charity as well as for any other purpose ; " and we think that the question wdiether this is so or not ought to be determined, like all other questions of construction, by the application of the ordinary rules of interpretation to the language of each particular will. We do not assent to the suggestion made by the Solicitor-General that Cherry v. Mott, and other cases of the same class which have followed it, were ill-decided. If w'e thought (as appears to have been the view of the Master of the Rolls) that the case now before us was really the same as if the testatrix had left her residuary personal estate to de- volve on her next of kin, subject to a contingent gift to trustees "when and so soon as land shall at any time hereafter be given for the pur- pose," for the erection of almshouses upon the land to be so given, and the maintenance of almspeople therein, we should probably have con- curred in the conclusion of his Lordship that such a contingent gift to trustees (although for a charity), having the effect of rendering the property inalienable during the whole continuance of the preceding non-charitable estates, must, in order to be valid, necessarily vest with- in the same limits of time as if the trustees had taken the residue (upon the same condition) for their own benefit, or for any other than char- itable objects. If, therefore, we differ (as we are compelled to do) from the decree at the Rolls, it is not on any principle of law, but upon the construc- tion of this particular will. In this case the testatrix expressly declares her intention to "return" her whole residuary estate "in charity to God 4 Kales Pbop. — 38 594 RULE AGAINST PERPETUITIES (Part 4 who gave it ; " and she "therefore" gives and bequeaths it immediately upon her death to trustees to invest the whole in Consols, proceeding to direct various specified payments to be made out of the trust fund so created, and adding the directions on which the present question arises for the erection of almshouses and the maintenance of almspeo- ple therein "when and so soon as land shall at any time hereafter be given for that purpose." According to Green v. Ekins, 2 Atk. 473 ; Hodgson V. Lord Bective, 1 H. & M. 376, 397, and other similar cases, a gift of the residue of personal estate carries with the corpus the whole income arising therefrom and not expressly disposed of as income, or expressly directed to be accumulated, from the day of the death of the testator. Here, therefore, nothing is undisposed of, there is no result- ing trust for the next of kin. The intention in favor of charity is ab- solute, the gift and the constitution of the trust is immediate ; the only thing which is postponed or made dependent for its execution upon future and uncertain events is the particular form or mode of charity to which the testatrix wished her property to be applied. Taking this view of the proper construction of the will, we hold the present case to be completely governed by Attorney-General v. Bishop of Chester, Sinnett v. Herbert, and the other authorities of that class ; and we pro- pose accordingly to vary the decree of tlie Master of the Rolls by a declaration that the residue of the personal estate of the testatrix (which we assume to be all pure personalty) is well given to charity, and by directing an inquiry similar in principle to that in Sinnett v. Herbert, whether any land has been given or legally rendered available for the purposes intended by the testatrix, further consideration being reserved. The costs of all parties of the suit and of the appeal will be paid out of the residuary estate, and the deposit will be returned. The Lords Justices concurred. In re LORD STRATHEDEN. (Chancery Division. L. R. [1894] 3 Ch. 265.) William Lord Stratheden and Campbell, by his will, dated the 16th of January, 1892, appointed the defendant and two~other persons his executors, and thereby he bequeathed "an annuity of £100 to be pro^- vided to the Central London Rangers on the appointment of the next lieutenaiit:£olQnel." The testator died on the 21st of January, 1893, and his will was proved by the defendant alone, who was the sole residuary legatee under the will. The plaintiff was the lieutenant-colonel of the 22d Middlesex Rifle Volunteer Corps, otherwise known as "The Central London Rang- ers," which position he held both at the date of the will and of the death of the testator, and the property of the said volunteer corps Ch. 8) CHARITIES 595 was vested in him. The plaintiff claimed a declaration that the said annuity was a valid bequest, and was vested in him as the command- ing officer of the said volunteer corps, and that a sufficient part of the testator's estate might be appropriated to provide for the same. The defendant, by his statement of defence, alleged that the bequest was void for uncertainty, and also because it infringed the rule against perpetuities. RoMER, J. I am sorry I do not see my way to uphold the validity of this gift. As was pointed out by Lord Selborne in Chambcrlayne v. Broc'kett, Law Rep. 8 Ch. 211, "If the gift in trust for charity is itself cojiditiojial^u pon a futur e and^uncertain event, it is subject, in our judgment, to the same rules and principles as any other estate de- pending for its coming into existence upon a condition precedent. If the condition is never fulfilled, the estate never arises ; if it is so re- mote a nd ind efinite as to transgress the limits of time p rescribed by ther u!?s~oTT aw against perpet uities , the gift fails ab initio." Apply- ing that to the present case, I look to see, in the first place, Is this gift conditional, and what is the condition? Well, unfortunately, it appears to me that it clearly is conditional. The annuity is not to be paid except on the appointment of the next Heutenant-colonel ; and if a lieutenant-colonel is not appointed, the annuity is not to commence or be paid. That being so, it being conditional, can I say that the condition must arise within the time that is prescribed by the rules of law against perpetuities ? I am sorry to say I cannot. If I could con- strue it as a gift on the death of the present lieutenant-colonel, the difficulty would be got over ; but I do not see my way to construe the will so. It is a gift conditional on the appointment of the next lieu- tenant-colonel. Now, the n ext li eutenant-colonel may not be appoint- ed for some time after the death of the present commanding officer ; he ne ver may be appointe d at all ; and, consequently, it appears to me that this is a gift conditional upon an event which transgresses the limit of time prescribed by the rules of law against perpetuities. Therefore, reluctantly, I feel myself bound to hold that this gift fails, and I must dismiss the action, but I do so without costs.' MARTIN V. MARGHAM. (Court of Chancery, 1844. 14 Sim. 230.) Samuel Butler, by his will dated in May 1821, bequeathed the whole of his property to trustees in trust to convert the same into money and to invest the proceeds in the three per cents, and after paying cer- tain annuities, to add the dividends to the capital until it should pro- 7 See, also. Worthing Corp. v. Heather, [1906] 2 Ch. 532 ; Girard Trust Co. V. Russell. 179 Fed. 446, 102 C. C. A. 592 (1910). 596 RULE AGAINST PERPETUITIES (Part 4 duce an income of £600 a year ; when he hoped that every five years' receipt of that income would produce an increase of income of £150 a year; and his will was that every such increase of income should be appropriated as he should thereafter specify, for the benefit of the parish charity-schools ot this country, in the following order, namely, the first school to receive the benefit, was to be St. Ann's, Limehouse ; the second, St. Paul's, Covent Garden; the third, St. Mary's, Sand- wich ; the fourth, St. Paul's, Shadwell. The testator then named nine other parishes, and left it to his trustees to fix, appoint and establish, in regular rotation, the remaining parish charity-schools, taking al- ways the nearest parish to the last establishment. The testator died in May 1837. A suit for the administration of his estate came on for further di- rections. The Vick-Chancellor [Sir Lancelot Shadwell]. Although the particular mode in which the testator meant the benefits to be doled out to the objects of his bounty cannot take effect, yet, as there is, confessedly, a devotion of his personal estate to charitable purpos- es, my opinion is that his next of kin have no claim at all to his prop- erty. I conceive that, if a testator has expressed his intention that his personal estate shall be, in substance, applied for charitable purposes, the particular mode which he may have pointed out for efifecting those purposes, has nothing to do with the question whether the devotion for charitable purposes shall take place or not : and that, whatever the difficulty may be, the court, if it is compelled to yield to circum- stances, will carry the charitable intention into effect through the medium of some other scheme. I shall, therefore, declare, that subject to the annuities, there is a good gift of the residue to charitable purposes to be carried into effect according to a scheme to be settled by the master; and I shall direct the master, in settling the scheme, to have regard to the objects speci- fied in the will.* 8 Part of the case, relating to another point, is here omitted. See, also, In re Swain, L. R. [1905] 1 Ch. 669; Odell v. Odell, 10 Allen (Mass.) 1 (1S65). Effect on a trust for accumulation where the ultimate gift is void for remoteness, Southampton v. Hertford, 2 Ves. & B. 54 (1S13) ; Curtis v. Lukin, 5 Beav. 147 (1842). On the status of a trust for accumulation for a charity where the gift to charity is valid, Wharton v. Masterman, [1895] App. Cas. 186 (H. & L.) ; St. Paul's Church v. Attorney General, 164 Mass. 188, 41 N. E. 231 (1895). PART V ILLEGAL CONDITIONS AND RESTRAINTS CHAPTER I FORFEITURE OF ESTATES OF INHERITANCE SECTION 1.— ON ALIENATION LIT. § 360 : Also, if a feoffment be made upon t his condition, that the feoffee shall not alien_tlie land to any, this condition is void, be- cause when a man is enfeoffed of lands or tenements, he hath power to alien them to any person by the law. For if such a condition should be good, then the condition should oust him of all the power which the law gives him, which should be against reason, and therefore such a condition is void.^ CO. LIT. 223 a: "Also, if a feoffment be made, &c." And the li ke law is of a devise in ^fee upon condition that the devisee shall not alien, the condition is void, and so it is of a grant, re lease,^onfirma- ti on, or any other conveyance whereby a fee simple doth p ass. For it is absurd and repugnant to reason that he, that hath no possibility to have the land revert to him, should restrain his feoffee in fee simple of all his power to alien. And so it is if a m an be possessed of a lease for_years, or of a horse, or of a ny other chattel reaj _o r persona l, and giveo]rseTrhts~WlTole mterest or'property therein upon condition that the donee or v endee shall not a lien the same, the same is void, because his whole interest and property is out of him, so as he hath no possi- bility of a reverter, and it is against trade and traffic, and bargaining 1 Co. Lit. 206b: "If a man make a feoffment in fee upon condition that he shall not alien, this condition is repugnant and against law, and the state of the feoffee is absolute (whereof more shall be said in his proper place). But if the feoffee be bound in a bond, that the) feoffee or his heirs shall not alien, this is good, for he may notwithstanding alien if he will forfeit his bond that he himself hath made." See, however. Gray, Restraints on Alienation (2d Ed.) § 19, note 1, and § 77. 4 Kales Pbop. (597) 598 ILLEGAL CONDITIONS AND RESTRAINTS (Part 5 and contracting between man and man : and it is withm the reason of our author that it should ouster him of all power given to him. Ini- quum est ingenuis hominibus non esse liberam rerum suarum aliena- tionem ; and rerum suarum quilibet est moderator, et arbiter. And again, regulariter non valet pactum de re mea non alienanda. But these are to be understood of conditions annexed to the grant or sale itself in respect of the repugnancy, and not to any other collateral thing, as hereafter shall appear. Where our author putteth his case of a feoffment of land, that is put but for an example : for if a man be seised of a seigniory, or a rent, or an advowson, or common, or any other inheritance that lieth in grant, and by his deed granteth the same to a man and to his heirs upon condition that he shall not alien, this condition is void. But some have said that a man ma y grant a r ent chargeji evyly crea ted out oTIands t o~alTTaiT~a nc rto his heirs up on con- ditio n that he sha l Tnot alien that, that is good, because the rent is o f hi s own creation ; buttliis is against the r eason and opinion of ou r a uthor, and ag ainst the height and purity of a f ee^ simplp7 A fnan beforethe Starui e ot Uuia emptq res terrarum might have made a feoffment in tee, and added further^that if he or his heirs d id a lien without licens e, tha^ he sh o uld pay a fine, then this had been good. And so it is said, that then the lord might have restrained the alienation of his tenant by condition, because the lord had a possibility of reverter; and so it is in the king's case at this day, because he may rese rve'a tenu re toliimseTT^ "' ^' If A. be seised of Black Acre in fee, an d B. enf eoff eth him of White A cre upoii co nditiorTtKat^.^shalljTo;^ aHen BlaclTAcre, the condition is good,* for the condition is annexed to other Tand, and ousteth not the feoTfee of his power to alien the lamTwrTereof the teoffment~ls mad^Tand so no repugnancy to the^state passedlSy theTeoffment; and soltls of gifts, or sale of chattefs real bf]personal. LIT. § 361 : But if the condition be^^nch^t hat the feoffee shall, not ali en to su ch a one, naming his name, or to any of his heirs, or of the issues of svich a one, &c., or the like, which c onditions do not take a way all power of alienation from the fenffp e, Rrc , then such conditio n is good. 2 Gray, Restraints on Alienation (2d Ed.) §§ i:3-30. See, also, De Peyster V. Michael, 6 N. Y. 467, 57 Am. .Dec. 470 (1852), where the land was charged with a sum of money upon its alienation. 3 Gray, Restraints on Alienation (2d Ed.) § 21, note 1. 4 See Camp v. Cleary, 76 Va. 140, where, however, the lands correspond- ing to Blackacre and Whiteacre were passed by the same deed. Ch. 1) FORFEITURE OF ESTATES OF INHERITANCE 599 CO. LIT. 223 a, 223 b : If a feoffment i n fe e be made upon condi- tion that the feoffee shall not enfeof? IT^S. or a n y o f his heirs or issue s, et c., thi s is goo^T^Tor he doth not restrain the feoffee of all his power: the reason Fere yielded by our author is worthy of observation. And in this case if the feoffee enfeoff I. N. of intent and purpose that he shall enfeoff I. S., some hold that this is a breach of the condition, for quando aliquid prohibetur fieri, ex directo prohibetur et per obliquum. If a fcofif nient be_ made up on, condit ion-lhat the_feoffee shall not alien in mortmai n, t hi s is good^_because such alienation is pfbliibtted by (aw, andl^gularly whatsoever is prohibited by the law, maylBe pfD- hibited by condition, be it malum prohibitum, or malum in se. In ancient deeds of feoffment in fee there was most commonly a clause, quod licitum sit donatori rem datam dare vel vendere cui voluerit, exceptis viris religiosis et judseis. LIT. § 362 : Also, if lands be given in tail u^oji condidQlUiha t the ten ant in tail nor his heirs shall not alien in fee, nor in t ail, nor for ter m of another^ hfe, FiiF o hTy for thefr o wnjives. &c.. such condition i s good . And the reason is, for that when he maketh such alienation and discontinuance of the entail, he doth contrary to the intent of the donoi^Jor vvhich the Statute of W. 2, cap . TTwas^ade, b ^Jadikh Stat- ute the estates in tail are ordained. CO. LIT. 223 b, 224 a : Note here, the double negative in legal con- struction shall not hinder the negative, viz., sub conditione quod ipse nee haeredes sui non alienarent. And therefore the grammatical con- struction is not always in judgment of law to be followed, "But only for their own lives, &c." And yet if a man make a gift in tail, upon condition that he shall not make a lease for his own life, albeit the state be lawful, yet the co ndition is good,*^ beca use the re- version isinthe_donor. As if a man make a lease for lile or years upon condition, that they shall not grant over their estate or let tlie land to others, this is good, and yet the grant or lease should be lawful. If a man make a gift in tail upon condition that he shall not make a 6 Accord : Overton v. Lea, 108 Tenn. 505, 554-556, 68 S. W. 250. S ome cases have gone further, n "^^ ^i^^i'"" th;|f, ^y^^'^'"'^ r rovi^^ion of forfeiture w as upon alienation to any one except a small class, it was valid . Doe v. Pearson, 6 East, I'i'S (1805) ; in re Macleay L. R. 20 Eq. 186 (187")." See Attwater v. Attwater, 18 Beav. 330 (1853) ; Gallinger v. Farlinger, 6 U. C. C. P. 512 (1857). See, also, In re Rosher, 26 Cli. Div. 801 (1884). c But in Mildniay's Case, 6 Co. 40a, 42b, 43a, it was said: "So if a man makes a gift in tail, on condition that he shall not make a lease for his own life, it is void and repugnant." See In re Rosher, L. R. 26 Ch. D. 801. 600 ILLEGAL CONDITIONS AND RESTRAINTS (Part 5 lease for three lives or 21 years according to the Statute of 32 H. 8, the condition is good, for the Statute doth give him power to make such leases, which may be restrained by condition, and by his own agree- ment ; for this power is not incident to the estate, but given to him collaterally by the Act, according to that rule of law, quilibet potest renunciare juri pro se introducto. "When he maketh such alienation and discontinuance of the en- tail." And therefore if _a gift in tail be made upon condition, that the donee, &c.. shall not alien, this condition is good to some mtents, ancl void to some ; for, as~to all those alienations which amount to any dis- co i^tinuan ce of the estate tail~(as LittleToiniere sp^aEeth ;) oT Is against tHe~S TaLLiLe uf Westatinst o r 2, t he co rrditionTs good witnoilt quesjtiQnTJ B ut as tu a L u i i ««Ott-^recovery the comhtion is void,Jbe- cause this is no discontinuance, but a bar, and this common recovery is not restrai ned by the said Statute of W. 2 . Ami theretore~such a con dition is repu gnant to the estate tail ; for it is to be observed, that to this estate tail there be divers incidents. First, to be dispunished of waste. Secondly, that the wife of the donee in tail shall be endowed. Thirdly, that the husband of a feme donee after issue shall be tenant by the curtesy. Fourthly, that tenant in tail may suffer a common re- covery : and therefore if a man make a gift in tail, upon condition to restrain him of any of these incidents, the condition is repugnant and void in law. And it is to be observed, that a collateral warranty or a lineal with assets in respect of the recompense, is not restrained by the Statute of Donis conditionalibus, no more is the common recovery in respect of the intended recompense. And Littleton, to the intent to exclude the common recovery, saith, such alienation and discontinu- ance, joining them together. If a man before the Statute of Donis conditionalibus had made a gift to a man and to the heirs of his body, upon condition, that after issue he should not have power to sell, this condition should have been repugnant and void. Pari ratione, after the Statute a man makes a gift in tail, the law tacite gives him power to suffer a common recov- ery ; therefore toadda conditi on, that he shall have no power to suf- fer a common recovery, is repugnant and void.^ 7 In Anonymous, 1 Leon. 292 (15S4), "A. gave lands in tail to B. upon condition, that if tlie donee or any of liis heirs alien, or discontinue, &c., the land or any part of it, that then the donor re-enter." The donee had issue two daughters, and died. One of them levied a fine. It was held that there was a forfeiture. 8 In Mil dmay's Case , 6 Co. 40a (lGO.j), and in Mary Porting ton's Case, 10 Co. 35b (liHo), It was held that a condit ion attached to an estate" tan that th e tenant should not agree to sufFCT a rel 'overy or do any act tcrwgrcts it was YOuT See, also, Cor bet's Case ,~SHir(1599). In King v. Burchell, Amb. 379 (1739). upon the devise ol an estate tail to John Harris, the proviso "that if John Harris or his issue, or any of them, shall alienate, mortgage, en- cumber, or commit any act or deed, whereby to alter, change, charge, or de- feat the beciuests,.shall pay or cause to be paid, and he did thereby charge the premises witrfj the payment of £2,000 unto such person or persons, and Ch. 1) FORFEITURE OF ESTATES OF INHERITANCE 601 If a man make a feoffme nt to a baron and feme in fee, upon c ondi- tion, tha^theyjhall not alie n, to some intent this is good, and to some intent it is void : for t o res train an alienation ^y feoffment, or aliena- tidn by deed, i t is go od^ because such 'an aTienalion Ts tortTo us a nd voidable : but t o restrain their alienation by fi ne is re pugnant and void, because it is lawful andjinavoidable. ITls'said, that if a'man enfeoff an infant in fee, upon condition that he shall not alien, this is good to restrain alienations during his minority, but not after his full age. It is likewise said, that a man by license may give land to a bishop and his successors, or to an abbot and his successors, and add a condi- tion to it, that they shall not without the consent of their chapter or convent, alien, because it was intended a mortmain, that is, that it should forever continue in that see or house, for that they had it en auter droit, for religious and good uses. "The Statute of W. 2, cap. 1." Hereby it appeareth, that what- soever is prohibited by the intent of any Act of Parliament, may be prohibited by condition, as hath been said. his or their heirs, wlio could, should, or ought to take next, by virtue or means of any of the be(iuests or limitations." Held: "The proviso was repuenant to the estate." See, also, Stansbury v. Hubner, 73 Md. 228, 20 Atl. 904. 11 L. R. A. 204, 25 Am. St. Rep. 584. In Mildmny's Case, supra, the reporter states: "And in this case some points on great consideration were resolved, which were not moved in Cor- bet's case: 1. That all these perpetuities were against the reason and policy of the common law ; for at common law all inheritances were fee-simple, as Littleton saith, lib. 1. cap. Estate-tail ; and the reason thereof was. that neither lords should be defeated of their escheats, wards, &c., nor the farmers or purchasers lose their estates or leases, or be evicted by the heirs of the grantors or lessors ; nor such infinite occasions of troubles, contentions and suits arise. But the true policy and rule of the common law in this point, was in effect overthrown by the statute de donis conditionalibus, made anno l.j E. 1. which established a general perpetuity by act of Parliament, for all who had or would make it, by force whereof all the possessions of Eng- land in effect were entailed accordingly, v/hich was the occasion and cause of the said and divers other mischiefs. And the same was attempted and endeavoured to be remedied at divers Parliaments and divers bills were ex- hibited accordingly (which I have seen) but they were always on one pre- tence or other rejected. But the truth was, that the Lords and Commons knowing that their estates-tail were not to be forfeited for felony or trea- son ; as their estates of inheritances were before the said act, (and chiefly in the time of H. 3. in the Barons' war), and finding that they were not answerable for the debts or incumbrances of their ancestors, nor did the sales, alienations, or leases of their ancestors bind them for the lauds which were entailed to their ancestors, they always rejected such bills: and the same continued in the residue of the reign of E. 1. and of the reigns of E. 2. E. 3. R. 2. H. 4. H. 5. H. 6. and till about the 12th year of E. 4. When the Judges on consultation had amongst themselves, resolved, that an es- tate tail might be docked and barred > by a common recovery; and that by reason of the intended recompen.se, the common recovery was not within the restraint of the said perpetuity made by the said act of 13 E. 1. By which it appears, that many mischiefs arise on the change of a maxim, and rule of the common law, which those who altered it could not see, when they made the change : for rerum progress. C)ffendunt multa, qute in initio prte- caveri seu prievideri non possunt." 602 ILLEGAL CONDITIONS AND RESTRAINTS (Part 5 BRADLEY V. PEIXOTO. (Court of Chancery, 1797. 3 Ves. 324.) This cause arose upon the following disposition by the will of Thomas Bradley : "I give and bequeath to my son Henrv^_Bradlev thejdiy idends ar is- ing from £1620 of my bank~stock Tor his support during the term of his life: but at his decease the said £1620 bank stock, principal and inter- est, to devolve to his heirs, executors, administrators and assigns. Having observ^edduring the^term of my life so many fataTexamples of parents having left their children in a state of opulence, who have afterwards been reduced to want the common necessaries of life, my principal view in this will is, that my wife and children may have a solid sufficiency to support them during their lives. For this purpose I will and most strictly ordain, that if my wife or any one of my chil- dren_s hall attempt to ^sppse o f all or^any part o f the bank stock, the dividends from which is bequeathed to them in this wall and testament for their sUppoft durm g their Iive s^^such an attempt ]by my wife or any of my cHTldren shall exclude them, him or her, so attempting, from any benefiFiiTthis will an d testamen t, andTshall forfeit the whole of their share, prmclpaFand interest; which shall go and be divided unto and among my other children in equal shares, that will observe the tenor of this will and testament." The bill was filed by Henry Bradley against one of the daughters of the testator, who had taken out administration. The prayer of the bill was, that the defendant might be decreed to transfer the £1620 bank stock to the plaintiff. The other children were out of the juris- diction. Master of the Rolls [Sir Richard Pepper Arden]. The first clause is an absolute gift of the principal and dividends. But then comes this clause, with which the plaintiff does not comply; and the question is, whether by the rules of this court he can demand the leg- acy, not complying with the injunction, the testator has laid upon him; or rather whether the condition is consistent with the gift. Seeing the ' father's intent so clearly and strongly expressed I have taken some time to consider this case ; and have endeavored to satisfy myself, that I am at liberty to refuse the plaintiff the demand, which he now makes. Indeed another reason for delaying my judgment was, that there ap- peared to be other children, who were interested in this question and were not parties to the cause. The reason given for not having them before the court is, that they are all out of the jurisdiction. Had they been in this country, I should have expected them to have been made defendants, to sustain their interests : but as they live abroad, the cause has proceeded without them ; and according to the opinion, I have formed of this case, they are not necessary parties ; because I feel my- Ch. 1) FORFEITURE OF ESTATES OF INHERITANCE G03 self obliged to say, that the proviso I have before stated is of no effect. I have looked into the cases, that have been mentioned ; and find it laid down as a rule long ago established, that \ yhere th ere is a gift with a conditi oninconsistent with and _i:eEugnant to^such gift, the condition is'wholly^voTd] A condition, that tenant in fee shall not alien, is re- pugnant; and there are many other cases of the same sort: Piers v. Winn, 1 Vent. 321. Pollexf. 435. The report in Ventris is very con- fused : but it appears clearly from the report of this case in PoUexfen, as well as from many other cases, that the court meant to say, that where there is gift in tail with condition not to suffer a recovery, the condition is void. There are several cases of this kind collected in 2 Danv. Ab. 22, which show, that a condition repugnant to the nature of the estate given is void : Co. Lit. 223 a, Dy. 264. JMildmay's Case, 6 Co. 40. Stukeley v. Butler, Hob. 168, is of the same kind; where it was held, that an exception of the very thing, that is the subject of the gift, is of no effect. In all these cases the gift stands, and the con- ditionor^xcgp tion is rejertpd . In this case then I am under the neces- sity ofdeclaring, that this is a gift with a qualification inconsistent with the gift ; and the qiia litication must therefore beTejected. This is not like Sockett v. Wray, ^TBro. C. (J. 483 ; lor there the gift was to a feme covert for life ; and then to such uses as she should by will ap- point. She could only appoint by will ; and could not bind her execu- tors by any deed in her life-time; and I declared in determining that case, that I should think otherwise in the case of a man or any person having an absolute interest. A man could bind his executors ; but not a feme covert. If this had heei i a gift to ^the sorL.for life, and after his death as he should appoint, and in default of appointme ntthen to o t h ei'~persoTi57irHesireInQFTo^ if fn detault ofappointment it was to go to his executorsri should doubt, whether it would be so : but I give no opinion upon this. Upon the whole, I am obliged to hold this condition repugnant to the gif^t_and therefore void . Declare, that the conditioiTannexed to the^legacy of il62CrbaiTk stock is repugnant to and inconsistent with the interest giv- en to the legatee of the stock, and therefore void; and upon payment of the costs of this suit by the plaintiff let the stock be transferred to him. In Peixoto v. The Bank of England, Chan. 3d of June, 1797, the subject of which was a disposition of stock by the same will in precisely the same manner, the Lord Chancellor [Lord Loughborough] was very clearly of opinion, that it was an absolute, not a limited, interest ; and decreed accordingly.^ 9 Accord: In re Dugdale, 28 Ch. Div. 176 (1S8S) ; Ware v. Cann, 10 B. & C. 4.3.3 (1S30) ; Latimer v. Waddell, 119 N. C. 370. 26 S. E. 122, 3 L R A (N S.) 668 ; Potter v. Couch, 141 U. S. 296, 11 Sup. Ct. 1005, 35 L. Ed. 721 (1891). But see Camp v. Cleary, 76 Va. 140. GOi ILLEGAL COXDITIOXS AND RESTRAINTS (Part 5 DOE d. NORFOLK v. HAWKE. (Court of King's Bench, 1802. 2 East, 481.) On the trial of an ejectment for a certain messuage and lands in Yorkshire, at the last York assizes, a verdict was found for the plain- tiff on the demise of John Ibbotson, and for the defendants on the demise of the Duke of Norfolk, subject to the opinion of the court on the following case. Joseph Whiteley was lessee of the premises in question for the term of 21 years commencing from the zyth J^eptember 1789, under a lease granted to him by the Duke of Norfolk, dated 25th January 1790. Whiteley entered into possession of the premises under this lease, and made his will dated 10th October 1790, whereby he disposed of the premises iiTqliestion as follows : "I give and bequeath to my nephew Abraham Ibbotson, with submission to the Duke of JNortolk, the tenant_ ri ght ol my farm at the Edgefield, which I hold by lease under his Grace, he paying the rent and conforming to the covenants in the lease ; but no t to dispose of or sell the ten ant right to any other person : but if he refuses to dwell there himself, or k eep in his own pos session, then my will is, that rny nep hew John Ibbotso n (one of the lessors of the plaintiff), shall have the tenant right of the farm at the Edgefield." And the testator directe3~(amongst oTher things) that the said farm should be delivered up as before willed a year and a day after his de- cease by his executrix : and he appointed his niece, Sarah Ibbotson, sole executrix, and gave the residue of his effects to her. The testator Whiteley died in January 1799, having continued in possession of the premises till his death. The executrix married Rowland Hartley, and duly proved the will, and administration was granted to her, and she and her husband entered into the possession of the premises on White- ley's death. And in February 1800 possession of the premises was duly delivered by them, together with the lease, to A. Ibbotson, in pursuance of Whiteley's will, and A. Ibbotson continued in such pos- session till he quitted the same as after-mentioned. When_ A. Ibbot son was in possession of the premises J. Crookes lent him i25 on his note of I ra r iid , and thcrc trptm A. I bb uls -ott-deposited 'Vvith'- Crookc s the tSase of tliFpTHmsEs-as-^arftrTtlTCr security. ^rArthe time^t lendmg the~£25 it was'agree'd between'Crookes and A. Ibbotson, that Crookes should have the first chance for the farm ; but no actual valuation was made. Crookes made further advances to A. Ibbotson, amounting in all to £60; but Crookes knew nothing of Whiteley's will until the whole of the £60 had been advanced. Afterwards A. Ibbotson was arrested at the suit of R. Hartley, to whom he (A. Ibbotson) had given a warrant of attorney ; and thereon Crookes paid for A. Ibbotson, at his request, £60 more, to effect A. Ibbotson's liberation. After this Crookes took from A. Ibbotson a warrant of attorney to confess a judgment, and a Ch. 1) FORFEITURE OF ESTATES OF INHERITANCE 605 bill of sale of A. Ibbotson's goods; but never entered up judgment on such warrant of attorney. Then one William Greaves, at A. Ibbotson's request, paid off the moneys a^vajice3_by_(Jrookes, and took from A. Ibbotson a^ffe^h warranTof attorney to confess a judgment; ancPat the^'sanie time the lease, and a copy of Whiteley's will (which had been inXrookes' po^ession), were delivered by Crookes. Judgment was entered up on the warrant of attorney so given to Greaves, and exe- cution thereon issued in Trinity Term 1801 ; but before the entry with Greaves' execution, one Joseph Schofield, another creditor of A. Ib- botson, had levied an execu tion upon part of the goods of A. Ibbot- son, which execution being satisfied by Greaves, was withdrawn, and possession was taken under his execution, and the lease^ of the prem- ises in question was on the 18th June 1801 publicly_soId an^~assighed B)Qhe yimfflunderTTireaves' exe cution to ^jhe^defendants, who were immediately put into possession of the premises, and now continue solely possessed thereof. A. Ibbotson quitted the premises in the morning before Jhe sale, and has ever since ceased^ to dwell there o7 have any possession thereof . John Tb"bbrson" (the lessor of the pTain- tifT) attended at the time and place of sale (which was public), and be- fore the actual sale gave_not ice oTTT7s~cIaim under Whitele y's will to th e defen dants. The question was, Whether the plaintiff were entitled to recover on the demise of John Ibbotson. If he were, the verdict to stand ; if not, a nonsuit to be entered. Lord Ellenborough, C. J. The terms of thi sj levise a re to bejcon- sidered_ as a conditional limita tion, jn which t he^terest of Abraham Ibbotson in the _premises is Umited on certam events, on the h appening of~whicn itTTgiy en over to j^hn^ And the question is, Whether^e acts oTlhe'ljarty whose incapacity is to be incurred on his refusal to dwell on the farm or keep it in his own possession, have not deter- mined his interest? When he deposi^ted _tlie lease with Crookes as a further security for tlie several loans of money advanced~by him, was this not a voluntary act ? and when the le ase was afterwards delivered over to another cred itor who took up the first deman^TaiTd to whom a wa rrant of attor ney__was at the same time given, and considering that by so giving up the lease he thereby disabledTitmself from mortgaging the premises, and by giving the warrant of attorney he enabled the creditor to dispossess him at his option, must he not be taken to have contemplated at the time the legal consequence of these acts which afterwards ensued? That these were yoluntary acts t here can be no doubt. He pu t the cre jditorjn^posjessio n of the document of the farm ; and by all the authorities he thereby gave a specifi c lien on th eleise^ For'a^cordTng'to'Russerv. Kussel, 1 Bro. Chan. Cas. 269, and several other cases tliere mentioned, the making of such a deposit gives juris- diction to a court of equity to compel a sale of the lease in discharge of the lien. As it then enables the other to turn the party out of posses- sion in default of payment, it shows a purpose in the latter to part with 606 ILLEGAL CONDITIONS AND RESTRAINTS (Part 5 the possession, and therefore the subsequent proceeding and execution is not strictly in invitum, so as to bring the case within that of Doe v. Carter. And there need not be fraud in the transaction ; it is enough if there be a manifest intention to depart with the estate, followed by- acts to that end, which if not produced immediately by the procure- ment of the party, may yet be said to be done with his assent. Upon the whole therefore it is enough to say that here was a voluntary de- parting with the estate. Lawrence, J. The lease was given by the testator to Abraham Ibbotson, so long as he lived on the farm; the material words of the bequest are, "that he should not dispose of or sell the tenant-right to any other person : but if he refused to dwell there himself, or keep it in his own possession," then it was to go over to the lessor of the plain- tiff. Now the word refused is only a figurative expression ; meaning if the first taker ceased to dwell there. There was certainly no occa- sion for any person previously to inquire of him whether he would re- side there or not, and that he should expressly refuse it. Le Blanc, J. This would be a strong case if it rested even on the first point ; for here are strong circum stances to show that this was a departing with the po ssess ionLoiJJie. estate^bxl^^ party's own act. Be- sid es which, on the construction of the will it clearly appears to have been the intention of the jestato r t hat i f A. IbboJ^son ceased to live on the premises or keepTthe m in his o wn^possession, they should go over to John Tbbotson. " Postea to the plaintiff. ^° Grose, J., was absent from indisposition. 10 In Williams v. Ash, 1 How. 1, 11 L. Ed. 25 (1843), male and female slaves were bequeathed to A., provided he should not sell them, in which ease they should be free. A. sold a male slave. Held, that he was free. See Potter v. Couch, 141 U. S. 296, 11 Sup. Ct. 1005, 35 L. Ed. 721. Regarding the Validity of Provisions fob Forfeiture upon Alienation OF Future Interests, Whether Contingent or Vested Subject to be Di- vested, OR Vested but not Subject to be Divested. — See Large's Case, 2 Iveon. 82, 3 Leon. 182 (1588) ; Powell v. Bog?is, 35 Beav. 535 (1866) ; In re Porter, [1892] 3 Ch. 481; In re Goulder, [1905] 2 Ch. 100; Mandlebaum v. McDonell, 29 Mich. 78, 18 Am. Rep. 61 (1874) ; Gozzard v. Jobbins, 14 N. S. W. R. Eg. 28 (1S93). Ch. 1) FORFEITURE OF ESTATES OF INHERITANCE 607 SECTION 2.— ON FAILURE TO ALIENATE ROSS V. ROSS. (Court of Chancery, 1819. 1 Jac. & W. 154.) William Ross, a native of Scotland, but domiciled in England, made his will, dated 5th May, 1790; containing, amongst others, the follow- ing bequest. "I give to my son James Hislop Ross the sum of £2000, lawful money of Great Brftain, to be paid to him at his age of t^wenty-fiv£ years, or at any time betwixt the age of twenty-one and twenty-five, should my executors think proper so to do, and the interest thereof, in the mean time, to be applied towards his maintenance and education ; and in case the said James Hislop Ross should not receive or dispose of by will or otherwise, in his lifetime, the aforesaid sum of i2000, then the said^um sInaTI ret itrn, aiid be pa id and payable t o the heir en- tail, in po ssession o Fthg_estate^of Shandwick for the time being." ~ 'i'he estate mentioned in this bequest, situate^in tlie County ^ Ross, had previously been settled by the testator, by a deed of entail, in favor of Jean Ross, his eldest daughter. James Hislop Ross survived the testator, and died intestate, in the year 1810, having attained the age of twenty-five years. He had not received the £2000 legacy, but in a suit instituted by Jean Ross, against the executors, to which J. H. Ross was not a party, the accounts of the testator's estate had been taken, and a sum of £1182 had been found by the master, to be the proportion payable to J. H. Ross, in respect of his legacy: this sum was accordingly carried over to his separate ac- count, and invested in the purchase of £1891 3 per cent, annuities. J. H. Ross being illegitimate, administration of his personal estate was, at the nomination and on the behalf of the Crown, granted to George Maule, Esq., who now petitioned for a transfer of the sum of £1891, and the dividends which had accumulated upon it. The: Maste;r of the; Rolls [Sir Thomas Plumer]. The ques- tion, I think, is, w hether this will vests t he absolute property of the le gacy in the legat ee! If _it do give th e absolute property, {heTigHFof disposing of it, or it s devolution up o n his represe ntatives would follow as a matter of course^ unless there'^be something'el se whiclrcuts~'doWn th e gift ; nothirig^t th at^an prevent the le gal consequenc es ot prop- erty from ensuing. It seems to me, that I cannot put an interpretation on the words of this will, by considering that it is very likely that the testator was re- ferring to other circumstances; to the imbecility of his son, or to the effect of the Scotch law. It is probable that he may have contemplated these circumstances ; but being bound to take this as tlie will of a domi- 608 ILLEGAL CONDITIONS AND RESTRAINTS (Part 5 ciled English subject, I must construe it without reference to them, and determine the consequences of what appears on the face of the will itself. Now eve ry word he has used tends to ves t the leg acy. First it is given to be paid at twenty-five ; if it stopped there, it would clearly be vested, the time of payment not being annexed to the substance of the gift ; it then proceeds, "or at any time betwixt the age of twenty- one and twenty-five ; " this was only to accelerate the payment ; the executors were to pay it before the first period if they thought fit; the interest, in the mean time, is to be applied to his maintenance : another feature of vesting. If the bequest had stopped here, then, if he had died between twenty-one and twenty-five, or even during his minority, it would, according to the cases, have been vested in him ; but the event renders it unnecessary to consider what would have been the conse- quences of his dying under age. The legatee then acquired a n absolute intere st ; and then comes the second part of the bequest, by means of w^iich, you must endeavor to get it back again ; you must say, that if he does not dispose of it, it is to return from him; but I do not recollect any instance of a will, w here an absolute property is^ first given ^ with a cundition,~That if the part y does n ot make use of it. it shall go~oy er. Uut it was neces^sary to argue it to that extent. T his dij fers _from a power, an d a remainder over in default of its exercise : tlie£igh£_ofdisposing of "fhe^tegacy is given hini, not in ter- minis, but as~a consequen ce~ot property: fftrvT'^DifsHte-Trcqirire the power ? Tt lji^flJL ^iven as a pow£fp^g^ ^totrows~tfOm property^e- ingTTsT^^ The testator assumes that he would have aTightTo'tfat 11 In The Attorney-General v. Hall (3d July, 1731) Fltzg. 9, 314, W. Kel. 13, the testator gave to his son and the heirs of his body, all his real and personal estate, to his and their own use ; and in case his son should die leaving no heirs of his body living, he gave all and so much of his estate as his son should be actually possessed of at the time of his death to the Goldsmiths' Company, for certain charitable uses ; and he directed them, not to give his son any trouble during his life concerning his estate. The son suflered a recovery of the real estate, and it was held by Lord Chan- cellor King, Sir J. Jekyll, M. R., and Reynolds, C. B., that as to the personal property, "the limitation, over was void, as the absolute ownership was given to Francis Hall, the son ; for it is to him and the heirs of his body, and the company are to have no more than he shall have left unspent, and there- fore he had a power to dispose of the whole, which power was not expressly given him, but it resulted from his interest." [In Fitzg. 321, this sentence follows: "The words that give an estate tail in the land must transfer the entire property of the personal estate, and then nothing remains to be given over." In W. Kel. 16 (with which accords 2 Eq. Cas. Ab. in marg.), we have in addition the following: "In regard the ownership and property of the personal estate was vested in Francis Hall, and not the use only ; this was held to be a void limitation to the Goldsmith's Company. It is giving a man a sum of money to spend, and limiting over to another what does not happen to be spent." To this the reporter adds: "And so note a difference between a devise of chattels real and personal." — Ed.] See, also, Brian v. Cawsens, 2 Leon. GS; Flanders v. Clark, 1 Yes. 9; 3 Atk. 509; Bland v. Bland, Prec. in Ch. 201, n. (Ed. Finch), and 2 Cox, 349; Le Maitre v. Ban- nister, Tree, in Ch. 201, n. ; Beachcroft v. Broome, 4 T. R. 441 ; Wynne v. Ch. 1) FORFEITURE OF ESTATES OF INHERITANCE *609 twenty-five ; therefore, if he should have received it, and not have disposed of it, the capital in solido being his property, and remaining in his hands, was to go over to another. But if you give absolute prop- erty to a person, you cannot subject it for his lifeToTaT proviso, that if he ^oes not spend it, his interest sha l l cease. One of the conse- quenceswoukf be, that if h e had not spent it, and were to d ie ^n^ debfed^toany amouni;, his creditors would be e xcluded from i t. It^is quite^a novel attenTpt_to^ sepa rate the devolu tion of property from the property itself. ^^ DOE d. STEVENSON v. GLOVER. (Court of Common Pleas, 1845. 1 C. B. 448.) Ejectment by the lessee of the customary heir of Ann Stevenson claiming under the will of Mordecai Glover, the father, against Mor- decai Glover, the son.^^ TiNDAL, C. J. This case appears to me not to fall within the doc- trine that has been relied on by my Brother Gaselee for the purpose Hawkins, 1 Bro. C. C. 179; Strange v. Barnard, 2 Bro. C. C. 586; Pushman V. Filliter, 3 Ves. 7; Bull v. Kingston, 1 Mer. 314. — Hep. 12 Accord: In re Wilcocks' Settlement, 1 Ch. D. 229; Perry v, Merritt, 18 Eq. 152; Henderson v. Cross, 29 Beav. 216; In Bowes v. Goslett, 27 L,. J. Ch. 249, the same rule was applied to leaseholds. The same result was obtained in the following cases: Lightburne v. Gill, 3 Br. C. I*. 250 (die unmarried or intestate) ; In re Yalden, 1 D., M. & G. 53 (die without leaving issue and without having disposed of the sum by will or otherwise). In Watkins v. Williams, 3 Macn. & G. 622, at 629, Lord Chancellor Truro said: "Now, it __is a rule th at, where a mone y fund is given to a person ab- sol utely a condition cann ot Pe annexed to^he gift, that so much as he sh all not dispose of shall go ^ver to anotlierjjeiisoiii. ApaiiTfrbm any sup- posed incongruity, a notion which savours of metaphysical refinement rather than of any thing substantial, o_n e reason which may be assigned in support of the expediency of this rule isTtnat in many cases it migbt be very diffi- cu U. and even impossible, to ascerta in wnettrer any part of fhe fund i^mMneH uiidisiiospa of or not : ,. s^ince. ~lt ttie~person to whom the absolute interest is given left any personalty, it might be wholly uncertain wliether it were a part of the precise fund which was the subject of the condition or not. An- n tlyr rpnsnn may be. that it would be c ontrary to the well being of the pa r_tyal)sol ut ely entitled to lead him profuse l y to spe nd nil t hat was give n h i m^ wMrh^j n many cases m iglv^ be ail that he had in the world ; for al- though, indeed, he might provide against leaving himself destitute by buying an annuity yet even if he did this it might be at the exi>euse of those for whom he might be under a moral obligation to riake eome provision. In_ Ross V. Boss , S ir Tliomas Plum or with refereiice to such limitations ilb^ served in effect 'that one consequence of permitting such limitations over woultl be, that if the party entitled to the absolute interest had not spent the money, 'and were to die indebted to any amoun t, his creditors would be exclu ded f rom it;^ the va lidity of this reason may"ljg~dtnthtful 7 -as-4 t-«my perhaps M said, tha t a nniir nnght l^roperly b e deemed to have spent thg ~ amount of debts whicTTTie has contract ed, and which he has laid him self unde r an obll gatloir t o payT ^ ~ " ~ ' i"3 The case'is^ufBciently stated in the opinion of the Chief Justice. 4 Kaij-.s Prop. — 39 610 ILLEGAL CONDITIONS AND RESTRAINTS (Part 5 of showing that the provision in the will of Mordecai Glover, the fa- ther, upon which the claim of the lessor of the plaintiff is founded, is in the nature of a condition that is repugnant to, and incompatible with, the prior absolute gift to Mordecai Glover, the son. Strictly and properly it is an executory devise, cutting down the interest which the son was to take, upon the happening of certain events, which have happened. The only question, therefore, for our consideration is, what was the intention of the testator. Upon that point, also, the case appears to me to be free from doubt. After giving to his wif e an estate for life in all his customary or copyhold and real estates, the te'stator^proceeds : "And, from and immediately after her decease , then I give and devise all and singular my aforesaid messuages, lands, &c., unto my son Mordeca i Glov_e r, an d his heirs and a ss igns forever , to hold to him and his heirs and assigns forever ; but, in case my said son Mordecai Glover shall jiappen to depart this life wTtlTout leaving any issue of his body lawfully begotten then living, or being no siTcli issue, anS he my said son sh all not ha ve d isposed^and parted with his i nterest o f, in, and to the aforesaid copyhold estate and premises, then, and in such case, I give and devise the same customary or copy- hold messuages, &c., and real estate, unto and to the use of my illegiti- mate daughter Ann Stevenson, and of her heirs and assigns forever." The w ords "parted witli,'^^ETcliare~in apposition to, seem to me to be explanatory of, the prior and more general word "dispose," and clearly to in djcate a dispos jtionxLiLpaxting w ith the est at£J)y the devi- se e, by a convevance that was to have its complete effect and opera- tion in his l ifetime. If "parted with" had been the sole phrase used, it cauI3"miry have~been satisfied by a conveyance by a deed executed by the party in his lifetime : and, when we find the two expressions thus coupled together, I think we cannot give a more extended inter- pretation to the word "disposed" than the sentence would have been susceptible of if that word had not been found in it. But, even if it had rested upon the word "dispo sed," I sh ould hav e inclined to hold, upoh'^tTie principle that a will is ambulalory, ancl speaks only from the time" of the te stator's death, th at a devisFof tlie estate in question was not a disposing of it within thelneaning of this will. The fair in- ference arising Trom the whole scope' of the will tenls to the same conclusion. The testator, in the first place, gives the estate to the son and to his heirs, should he have any ; and he gives him full power to dispose of it in his lifetime. But he goes on to evince, in the event of his son dying and having no issue, a natural desire that the estate should go to his illegitimate daughter, provided his son's wants should not have made it necessary for him to part with it in his lifetime. And this was by no means an unreasonable mode of dealing with the property. For these reasons, I am of opinion that the plaintiff is en- titled to judgment. CoivTMAN, J. I am unab le to perceive any objecjion to the gift over in this case, as arTexecutory deviseT There is nothing in it that is Ch. 1) FORFEITURE OF ESTATES OF INHERil^ANCB 611 repugnant to, or inconsistent with, the prior devise : nor does it op- erate any restraint on alienation ; on the contrary, it expressly recog- nizes the power of the son to alien the estate during his lifetime. Then comes the question whether oj^ notjthe__SQn has disposed and partedjwith the estate, according to the intention of the testator. Construing those words grammatically, they clearly point to an act to be done, andToHtake effect, in the life tim e of the sonT" The words are — "incase my said son shall not have disposed and^arted with his interest of, in, and to the aforesaid copyhold estate and premises, then and in such case I give and devise the same customary or copyhold messuages, &c., and real estate, unto, and to the use of, my illegiti- mate daughter Ann Stevenson, and of her heirs and assigns forever." To what period do these words "disposed and parted with" apply? Clearly, to the time of the son's death : and at that time he had not done anything to divest the estate out of him. The construction, therefore, upon which the lessor of the plaintiff relies, is evidently the true one. And this construction leads to no incongruity or absurdity : it is a very rational and proper mode of disposing of the estate. If, as was suggested by my Brother Cresswell, the son, having no children, sh ould w ish t o dispose of t he estate itl his lifetime, the testator leaves h im a jt_full liberty to do so ; but, in the event of his not having exer- cis ed th at j)ower^ and dying childless, the intention of the testator was, that his own illegitimate daughter:r-whom he was under a moral obligation to provide for — should have the estate^ and not that the so n should h ave power to dispose oj it by will^in the manner he has* assumed to do. CrESSWeIll, J. I am entirely of the same opinion. It has hardly been denied that the disposition in favor of the testator's illegitimate daughter was a good executory devise, in the first instance. There was no condition that was repugnant to, or inconsistent with, the prior devise to the son. T he soii rnight_ have prev ented the devise over fro m taking effec t, by disposing of the property in his lifetime. B ut, in the event of his not exercismg that power, th e estateTs'giyen~ over, and nothing remaijisjorjiim to_part_with by his will. ErlE, J. 1 also am of opinion that the plaintiff~is entitled to judg- ment. The intention of the testator evidently was, to give to his son absohxte ^ omim onlS yier-HTe-^^ he chose to exercise t hat dominion in his l if etime ,_bu t not to leave to him the selection of]t Ke obje ct of hi s bo unty by his wTIT Such appears to me to have been the intention oFllTe testafor; and I think the words he has used are in- compatible with any other construction. The restriction imposed up- on the power of alienation became effectual by the son dying seised. For these reasons, I am of opinion that the case of the defendant, who claims under the son's will, fails. Judgment for the plaintiff.^* 14 See, also, Andrews v. Roye, 12 Rich. (S. C.) 5.36, 613 ILLEGAL CONDITIONS AND RESTRAINTS (Part 5 HOLMES V. GODSON. (Court of Chancery, 1S5G. 8 De Gex, M. & G. 152.) Th^ Lord Justice Turnkr.^^ The plaintiffs in this case claim to be entitled to certain real estates devised by the will of Thomas Yates Ridley under a conveyance from Thomas Yates Ridley, the son of the testator and a devisee under his will. The testator by his will, after giving his wife his plate and so on, proceeded thus: "I give and bequeath unto my dear wife Jane, and Richard Godson, Esq., and the survivor of them, and the executors, administrators, and assigns of such survivor, upon trust that they shall with all convenient speed call and convert into money all s uch parts of m y residuar y estate as do not consist of money or security for mon- e}'^ upon trusl^ for my son Th om as Yates Ridl ey to v est iriTiIm on h is att aining the ^age of twenty-one years ; but in ca se my said son shall not live to attain a~veste^ interesPth erein, then in trust for my dear wife Jane during her natural life." Then tliere is a dispostfTon of book?, prints, and manuscripts In favor of the son. Then there is a bequest of the advowson at Heysham in trust for the benefit of the son. Then follows tliis clause : "But in case my dear s on Thomas Yates Ridley shall not live to attain the age of twenty-one years, oF"ha virig^ attained tlie'^e of twenty-one years shall not have made a will, I hereby dir ect my said executoi' s or trustees ^to^seTTari my property both real and personal at their discretion, and to investthe proceeds lor the beneHFoFmy^ said wife Jane for her natural life ^nd after her death all the sa id investment 1 bequeath to my tri enH~Richard Godson. Es q.'' There is a codicil to the ~Avill, by'^wTTich the testator devises all his property, both real and personal, to his wife and ]\lr. Godson to car- ry into effect the trusts of his will created, and to sell his real prop- erty to pay his debts or for the advancement of his son. Now, upon the construction of this will and codicil, I think it rea- sonably clear that the real estates vested in the son at the age of twentvr ,,one years, which he att ained^ The testator give^'all such parts of his residuary" estafe^ as Tfo^not consist of money or securities for mone}«f* •^'-^\\"hatever doubt there might have been upon those words if they had stood by themselves as to whether they would extend beyond a dis- position of the personal estate only, that doubt is, I think, removed by the ulterior clause in the will, by which the testator has said, that in case his son shall not live to attain twenty-one, or having attained twenty-one shall not have made a will, he directs his executors and trustees to sell all his property both real and personal. It is, I think, quite plain that the testator in that clause meant to dispose, in the, 15 As the opinion of Tui-ner, L. J., sufliciently gives the facts, the separate statemmit in the report is here omitted, as is also the concurring opiii'-on of Knight-Bruce, L. J. Ch. 1) FORFEITURE OF ESTATES OF INHERITANCE G13 event of the son dying under twenty-one, of the property which the son was to take if he attained twenty-one, and that the disposition ex- tends to all the testator's property both real and personal. I think, also, that the_ words of the will are sufTicien t t o vest t Jie_fee Jn th e son upon hi s attaining twenty-on e. ~ Th^Jsole q uestion, therefo re, on the ^ainti ff's title is^ whether the fee whichjvas thus vested jn_the_soiL, wa <; defeatprl and t he estate ~car- ried over to the widow and Mr. Godson by tli e event which happened of tHF~s^irTiaving aftenvards die d w ithout havi ng made a w ill. Fain of opinion that it was not. ^'his isln te rms a disposition of r eal estate in favor of other devisees in the^ ^enfof a devis ee in f ee dy mglntestafe^ and I think that such a gi sposlt ion is^^ repugnant and void. Thejaw^ which is founded on prliTc iples'of public policy fo r the benefit of all whcTare subject to its proj nsion s ^as said that m the event oPgji^wner in f ee dying iiv- testTte, the~estate shall go to his heir ; and this disposition tends di- rectly tQ~cohtravene I Ke law aiigr to"H eTeat~th e polic> n3n~\v'Hichr"it is fo unded : Oji ^rinciple, therefore, I think the dispositio n bad ; and the cases which were cited in the argument appear to me to be con- clusive upon the point. In addition to those cases which were referred to, there is the case of LiglUburne v. Gill, 6 Bro. P. C. 36, to which my learned broth- er has referreci, and which I have before me, where there was a sum of £500 wiiich the testator left to his daughter, to which he was en- titled under a settlement, and all the rest of his worldly goods, effects, and substance real and personal to dispose of as she should think fit. But i f his said daughter should die unmarried or intestate, then what was thereby leFt'lo~Tief'~should go to and be equally^^ivided among the children of his brother the Rev. Stafford Lightburne. The daugh- ter having died intestate, the bill was filed in the Court of Chancery by the children of the brother, claiming to be entitled under the dis- position over in the event of the daughter dying unmarried or intes- tate, and it was held that the bill could not be maintained. The bill was dismissed, there w^as an appeal to the House of Lords, and the House of Lords confirmed the decree dismissing the bill. It was ob jected to these c ases and to R oss v. Ross, 1 Jac. & W. 154, and otliers which 1 do~not think it necessar}' to go through, and to this case of Lightburne v. Gill, that they al Lreferred to pers onal estate. But, upon this question, I confes s_ myself unable to see~thi distinction_biet\veen cases relating to personal ^nd^ cases r ela ting to real estate. Such dispositions of personal estate are void because they are inconsistent with the absolute interest and defeat the course of devolution which the law has provided. L"pon what ground can it be held that the same principle does not reach to the like disposi- tions of real estate? I should feel great difficulty in maintaining such a distinction even if authority were wanting upon the point; but au- thority is not wanting upon it. G14 ILLEGAL CONDITIONS AND RESTRAINTS (Part 5 I may refer to the case of jMuschanip v. BUiet, in Sir John Bridg- man's Reports (J. Bridg. 132); although the case is not exactly in point in this case, yet I find some obsenations which are of great im- portance, as it strikes me, bearing upon the present question. There was this clause in the will : "And, as touching my lands at Totten- ham, my son Matthew is joint purchaser with me of the most, and the rest of all my houses and lajid there which is freehold I give tP Henry and Michael Lock upon jliis condi tion,_that_ii_the y shall se ll i f'to any niaii JjUlJojy^ifEew^ock my son^ then he to^nter upon it as of ^g ift by this my w ill." The question arose first, whether the fee passed under the disposition to Henry and Michael. Cases are gone into on that subject affecting such dispositions by grant. Then the court enters into the question of the effect of this in a devise, and says: "But I agree that in case of a devise, although the apt words to make an estate of inheritance to pass are omitted" (the devise was merely to Henry and Michael without any words of inheritance), "yet, if the intent of the devisor does appear by any express matter contained in the will, an estate of inheritance shall pass, for it is sufficient to pass the inheritance. If one deviseth land to another in perpetuance, the devise by these words shall pass an estate in fee. So, if one devise land to another to give, dispose, or sell at his pleasure, this is an es- tate in fee-simple." Then there follows this: "But yet the law hath restrained such intent. For, first, it ought to be agreeable to law and not repugnant to it; for, alt hough in Sc holastica^s_Case^ Plowd . 403, in the comment, it is said that_a jwill is like to"an Act ofTarTT^ - meiiM'et a"wiircaiihot al ferlEeTa ^^r makej^jiew forrnof^n estate, which is~not allowed by Fhe rules of law, as~airAcrof Parliament is ^ and so adjudged in~tRe Common BendHT Hil. T. 37 Eliz., between Jermin and Ascot, Coke's Reports, in Corbet's Case, 1 Rep. 85a, that by a devise a man cannot give an estate and determine part thereof by a condition and make the residue to continue. And if land be devised to one in tail he cannot determine the estate as to the devisee himself, and yet preserve the estate to the issue. And, 28 & 29 Hen. 8, Dyer (Anon. Dyer, 33), if land be devised to one in fee, and if he does not perform such an act, the land shall remain to another, the remainder is void, for no such remainder can be limited by the rules of law." In another part of the same report there is a reference to Baker's Case, cited J. Bridg. 137, in which it is said, "A devise to the hus- band and wife, with remainder to their two sons, upon condition that if they or their heirs go about to alien, &c., is a fee-simple ; also for the heirs being restrained to alien, does show fully that the heir shall have the land, for otherwise he cannot alien it." But there is another very much more important case, for which we are indebted also to the great research and knowledge which ]\Tr. Lee has brought to our aid in the present case. I refer to t^2£JlSP2I^Ji} Serjeant Hill's manuscrip t, and which is really a most important case Ch. 1) FORFEITrRE OF ESTATES OF INHERITANCE G15 in my view of it as bearing on the present case. It is the case of Gul- liver V. Vaux, 8 De G., M. & G. 167. In that case Thomas Turney^ was seised iif f ee and made his will on the 29th of December, 1712, "and therein devised the premises to Thomas Turney his second son, and his heirs, provided he should live to attain the age of twenty-one years and not otherwise, and charged the estate with £350 payable to the testator's daughter Dinah Turney at her age of twenty-four. And if his said son Thomas Turney should die before twenty-one, then he devised the premises to his eldest son Tawyer Turney and his heirs when he should attain the age of twenty-one years, and charged the estate with £550 payable to his daughter Dinah at her age of twenty- three. And if it should so happen that his son Thomas and his son Tawyer should both die before they should severally attain the age of twenty-one years, then he devised the premises to Dinah Turney and her heirs, and gives his wife the profits of the premises till her chil- dren should attain to their several ages above expressed, and after that gives her an annmty of £100 a year for life issuing out of the estate. Then follows this clause : "And for prevention of any difference which may hereafter arise concerning the inheritance of my real estate, in case it shall so happen that aU my^j;ee^chijdren_shall depart this lne~ widiouTTeavrng issue lawfully begotten and born of any of tReir bodies ah^ without appointing the disposal of the same, then and in such case I give" to Ann my wife £500 yearly over and above the £100 already mentioned, payable out of my said estate. Also I give £10 yearly to the ministers and churchwardens of Cransfield to be dis- posed in charitable uses. Also I give all my said lands unto my loving cousins Robert Perrott, Richard Perrott, Thomas Dell, and Robert Dell." The sons and the daughter all died under twenty-one, and all died wit hout making a ny dispos it ion of th e estate^a nd in the terms of this will without appointing the disposal of the same. The devisees, however, brought ejectment, and upon that two questions appear to have arisen: first, whether according to the true construction of the will the sons and the daughter took estates tail or estates in fee; and secondly, supposing they did take estates in fee, then, whether the executory devise over in the event of their all dying without leav- ing issue lawfully begotten and without appointing the disposal of the same was a good executory devise. All the judges, Lord Chief Justice Willes, Mr. Justice Abney, and Mr. Justice Burnett, agreed in opinion it was g^ee in favo r^f the son ; and then came the ques- tion, whether the executory devise over was good. Lord Chief Jus- tice WiTIes "and Air. Justice Abney delivered their opinions that the executory devise was good upon this ground, that it fell within the period allowed by law. That was the opinion which they gave in the first instance. Mr. Justice Burnett, however, agreeing that the sons and the daughter would take in fee and that the case was one of executory devise, and agreeing also that the executory devise would take effect within a limited period, addressed himself to this question, 016 ILLEGAL COXDITIOXS AND RESTRAINTS (Part 5 what was the effect of the clause in the will by which the executory devise was made to depend upon the sons and the daughter dying without appointing the disposal of the estate? and he expressed him- self thus : "But I am clearly of opinion that this conditio n or con- tingency" (it isjye ry impor tantTperhaps, Jo_observe those words) "an- nexed^To^e estate of the children, and precedenf t^ that of the dev- isees' estate, is "a^voU^cbh^ition, and consequently the devise de- pendent on ft can never take place. A condition or contingency re^ pugnant to the estate devised must be void. Thus, a devise to one in fee upon conditiotTlhat he shall not alien is void. So a devise in fee, upon condition that the wife shall not be endowed, or the hus- band be tenant by the curtesy, is void, because repugnant to the estate devised. So feoft'ment in fee, upon condition that feoft'ee's daughters shall not inherit, is void, because repugnant to the nature of the es- tate. What is the condition here? That if Thomas dies without is- sue, his heirs shall not take by descent but b)^ appointment, whereas a devise to a man's heir-at-law, or grant to heirs, is void and he will take by descent. In this case, therefore, a devise in fee upon the co ndition that his heirs shall no t take by des cent unles sJig__sp£cTally appoints them is a vo id cond ition, and^ consequently the devise subsist- ing~on that condition is void." Then the case Concluded ThusT~Lord Chief Justice Willes and Mr. Justice Abney both changed their opin- ion and concurred with Mr. Justice Burnett in the opinion he expressed. There cannot be a higher authority than that case, either as applicable to the present or with reference to the weight which it derives from the judges by whom it was decided. ^° These cases pf Muschamp v. Bluet, Gulliver v. Vaux, Ware v. Cann, 10 B. & C. 433, referred to, are all cases of real estate, and they seem to me clearly to prove that, upon this point, there is no distinction be- tween the cases relating to real and personal estate. In truth, the decisions in both cases turn, as I apprehend, on this : the law has said, that if a man dies intestate, the real estate shall go to the heir, and the personal estate to the next of kin, and any disposition which tends to contravene that disposition which the law would make is against the policy of the law, and therefore void. In the argument of this case, great reliance was placed, en the part of the defendants, on the case of Doe v. Glover, 1 C. B. 448; but in that case the court seems to me to have proceeded upon the ground, that the devise over was not repugnant to or inconsistent with the prior devise, and the court, therefore, certainly did not intend to dis- turb the previous authorities on the principle on which they proceeded. The devise was there ji_devise_in_fee, and in case the devisee should n ot have parted with or disposed of tlie~sanie, the iTov er. The court was of opinion that he could not, under thaC dispose of it by will, 18 As in accord with Gnlliver v. Vaux, see In re Dixon, L. R. [1903] 2 Ch. 458 ; Green v. Harvey, 1 Hare, 428 (leaseholds) ; O'Callaghan v. Swan, 13 Vict. L. II. 676. Ch. 1) FORFEITURE OF ESTATES OF INHERITANCE 617 but that the testator meant, unless there was a parting with or disposi- tion of the estate by deed in the Hfetime of the first devisee, the dev- isees over would take, and the executory devise over to them would be good. I may observe, too, that the attention of the court seems hardly to have been drawn to the point, that the devise over, as it was construed, took away the testamentary power which was incident to the fee first devised. Not one word seems to have fallen from the court or from counsel in the course of the argument as to the effect of that decision being to contravene the rule of law by which every devisee in fee has a testamentary power. But it is plain, on looking at the cases, that if a man says the estate shall go over it you do not ^ disjDose ^bf it T)y d eedj, Jie says, you shaJLnot have thatL-power-wliich >^(X. •^^ ^'■^^'^■^*^ the law^givesoj disposition _by_will. That jgojntseei'ns riot to^ have ^-jnU^^S been drawn to the attention^ of the court^_and, I will ven ture t o add that , if th at case of Doe v. Glover is to JDe considered as conflicting with the other authoritieSj^I^ think that the other authorities, an d espe- cially the case^of Gulliver v. Vaux, ought tj) prevail against it. Another case was referred to, Borton v. Borton, 16 Sim. 552, where the disposition was to the daughter, to be made subject to her dis- position ; and then there followed a power to her to dispose of the property by will. But that case proceeded entirely on the particular words of the will. The Vice-Chancellor of England evidently con- sidered the words "to be subject to her disposition thereof," as mean- ing to be subject to her testamentary disposition and as referring to tlie ulterior power of testamentary disposition given to her. The case, therefore, depends entirely upon the particular language of the will, and without saying whether it is consistent or inconsistent with the case of Doe v. Thomas, 3 A. & E. 123, and the principle to which ]\Ir. Justice Coleridge referred in Doe v. Thomas, it is not material to the present case. My opinion therefore is, that the answer to this case must be in favor of the plaintiffs. ^^ IT Accord: In re Mortlock's Trust, 3 K. & J. 450 (personal property); Moore v. Sander.s, 15 S. C. 440, 40 Am. Rep. 703. In Ba rton v. Barto n, 3 K.. «& J. 512, W. Page AVood. Vice Chancellor, on the authority of Holmes v. G ^ r ^ oa , held that aft er an absolute freehold in- '^/ "^(tUJU.ji^ t>y